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 |
|---|---|---|---|---|---|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
8,909
shares
|
$3.94 Million
2.3% of portfolio
|
Q1 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,907
shares
|
$3.94 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
8,906
shares
|
$3.94 Million
0.21% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
8,903
shares
|
$3.94 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
8,899
shares
|
$3.94 Million
3.23% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
8,864
shares
|
$3.92 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
8,851
shares
|
$3.92 Million
0.38% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,851
shares
|
$3.92 Million
0.57% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
8,850
shares
|
$3.92 Million
0.87% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
8,841
shares
|
$3.91 Million
1.2% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
8,838
shares
|
$3.91 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
8,835
shares
|
$3.91 Million
1.27% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
8,829
shares
|
$3.91 Million
1.23% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
8,824
shares
|
$3.91 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,823
shares
|
$3.91 Million
0.76% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8,823
shares
|
$3.91 Million
0.92% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
8,814
shares
|
$3.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
8,806
shares
|
$3.9 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
8,799
shares
|
$3.89 Million
1.31% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,766
shares
|
$3.88 Million
0.3% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,738
shares
|
$3.87 Million
0.46% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
8,735
shares
|
$3.87 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,683
shares
|
$3.84 Million
0.45% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,674
shares
|
$3.84 Million
2.69% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
8,647
shares
|
$3.83 Million
0.54% of portfolio
|
Q3 2024
Added 0.23%
|