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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,483
shares
|
$4.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
9,456
shares
|
$4.19 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
9,451
shares
|
$4.18 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
9,443
shares
|
$4.18 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,435
shares
|
$4.18 Million
0.76% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
9,432
shares
|
$4.18 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,424
shares
|
$4.17 Million
0.37% of portfolio
|
Q3 2024
Added 162.58%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
9,418
shares
|
$4.17 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,417
shares
|
$4.17 Million
0.78% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
9,391
shares
|
$4.16 Million
0.85% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,385
shares
|
$4.15 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
9,382
shares
|
$4.15 Million
0.77% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
9,375
shares
|
$4.15 Million
0.83% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
9,367
shares
|
$4.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
9,365
shares
|
$4.15 Million
0.63% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
9,365
shares
|
$4.15 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
9,350
shares
|
$4.14 Million
0.27% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,339
shares
|
$4.13 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,291
shares
|
$4.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
9,288
shares
|
$4.11 Million
2.9% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,260
shares
|
$4.1 Million
1.07% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
9,245
shares
|
$4.09 Million
0.8% of portfolio
|
Q3 2024
Added 93.65%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
9,243
shares
|
$4.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
9,238
shares
|
$4.09 Million
0.36% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
9,212
shares
|
$4.08 Million
1.97% of portfolio
|
Q3 2024
Reduced 55.55%
|