Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 4,383 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
9,617
shares
|
$4.26 Million
0.51% of portfolio
|
Q3 2024
Added 0.31%
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
9,614
shares
|
$4.26 Million
0.43% of portfolio
|
Q3 2024
Added 1.71%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
9,611
shares
|
$4.25 Million
2.61% of portfolio
|
Q3 2024
Added 2.15%
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
9,604
shares
|
$4.25 Million
1.72% of portfolio
|
Q3 2024
Added 29.22%
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,604
shares
|
$4.25 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
9,604
shares
|
$4.25 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,601
shares
|
$4.25 Million
1.22% of portfolio
|
Q3 2024
Added 7.9%
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
9,599
shares
|
$4.25 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
9,593
shares
|
$4.25 Million
3.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
9,585
shares
|
$4.24 Million
0.23% of portfolio
|
Q3 2024
Added 7.67%
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
9,580
shares
|
$4.24 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,566
shares
|
$4.23 Million
1.25% of portfolio
|
Q3 2024
Added 0.92%
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
9,566
shares
|
$4.23 Million
0.74% of portfolio
|
Q3 2024
Reduced 49.68%
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
9,564
shares
|
$4.23 Million
0.36% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
9,563
shares
|
$4.23 Million
0.99% of portfolio
|
Q3 2024
Added 9.94%
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,552
shares
|
$4.23 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 11, 2024 Q3 2024 |
9,550
shares
|
$4.23 Million
2.79% of portfolio
|
Q4 2023
Reduced 4.98%
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
9,547
shares
|
$4.23 Million
2.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
9,545
shares
|
$4.23 Million
1.33% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,534
shares
|
$4.22 Million
0.75% of portfolio
|
Q3 2024
Added 75.71%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
9,528
shares
|
$4.22 Million
1.06% of portfolio
|
Q3 2024
Added 3.44%
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
9,516
shares
|
$4.21 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
9,508
shares
|
$4.21 Million
0.42% of portfolio
|
Q3 2024
Added 3.29%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
9,492
shares
|
$4.2 Million
3.56% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
9,491
shares
|
$4.2 Million
0.99% of portfolio
|
Q3 2024
Added 5.35%
|