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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
9,185
shares
|
$4.07 Million
0.5% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$4.06 Million
0.75% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,172
shares
|
$4.06 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
9,157
shares
|
$4.05 Million
0.78% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
9,154
shares
|
$4.05 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,126
shares
|
$4.04 Million
3.3% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
9,114
shares
|
$4.03 Million
1.36% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,082
shares
|
$4.02 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
9,074
shares
|
$4.02 Million
2.58% of portfolio
|
Q3 2023
Reduced 68.39%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,026
shares
|
$4 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,013
shares
|
$3.99 Million
3.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
9,004
shares
|
$3.99 Million
1.11% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
8,978
shares
|
$3.97 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
8,970
shares
|
$3.97 Million
0.89% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,967
shares
|
$3.97 Million
0.08% of portfolio
|
Q3 2024
Added 157.16%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
8,954
shares
|
$3.96 Million
0.37% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,953
shares
|
$3.96 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,950
shares
|
$3.96 Million
1.74% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
8,947
shares
|
$3.96 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
8,937
shares
|
$3.96 Million
3.14% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,933
shares
|
$3.95 Million
0.65% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,933
shares
|
$3.95 Million
0.62% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
8,933
shares
|
$3.95 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
8,931
shares
|
$3.95 Million
0.46% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
8,923
shares
|
$3.95 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.69%
|