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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,623
shares
|
$3.82 Million
1.12% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
8,615
shares
|
$3.81 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
8,613
shares
|
$3.81 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
8,605
shares
|
$3.81 Million
13.61% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
8,597
shares
|
$3.81 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,579
shares
|
$3.8 Million
1.95% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
8,578
shares
|
$3.8 Million
0.83% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
8,558
shares
|
$3.79 Million
2.13% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,552
shares
|
$3.79 Million
1.58% of portfolio
|
Q1 2024
Added 17.33%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
8,552
shares
|
$3.79 Million
2.59% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
8,538
shares
|
$3.78 Million
0.35% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
8,522
shares
|
$3.77 Million
1.33% of portfolio
|
Q3 2024
Reduced 48.04%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
8,501
shares
|
$3.76 Million
2.81% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
8,489
shares
|
$3.76 Million
0.62% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
8,472
shares
|
$3.75 Million
2.27% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
8,458
shares
|
$3.74 Million
0.08% of portfolio
|
Q3 2024
Added 200.78%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,457
shares
|
$3.74 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
8,443
shares
|
$3.74 Million
1.48% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
8,441
shares
|
$3.74 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,438
shares
|
$3.74 Million
1.49% of portfolio
|
Q3 2024
Added 245.68%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
8,399
shares
|
$3.72 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
8,380
shares
|
$3.71 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,380
shares
|
$3.71 Million
1.35% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
8,380
shares
|
$3.71 Million
2.29% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
8,353
shares
|
$3.7 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.11%
|