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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
8,149
shares
|
$3.61 Million
1.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
8,126
shares
|
$3.6 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
8,125
shares
|
$3.6 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,118
shares
|
$3.59 Million
0.43% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,117
shares
|
$3.59 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
8,116
shares
|
$3.59 Million
1.05% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
8,111
shares
|
$3.59 Million
0.39% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
8,110
shares
|
$3.59 Million
2.72% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
8,090
shares
|
$3.58 Million
1.48% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
8,077
shares
|
$3.58 Million
1.13% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
8,071
shares
|
$3.57 Million
2.44% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
8,027
shares
|
$3.55 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,000
shares
|
$3.54 Million
2.22% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,999
shares
|
$3.54 Million
1.69% of portfolio
|
Q1 2023
Reduced 14.21%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
7,990
shares
|
$3.54 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
7,982
shares
|
$3.53 Million
1.11% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,981
shares
|
$3.53 Million
0.65% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,976
shares
|
$3.53 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
7,974
shares
|
$3.53 Million
0.71% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
7,972
shares
|
$3.53 Million
0.71% of portfolio
|
Q3 2024
Reduced 51.11%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
7,962
shares
|
$3.52 Million
2.45% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
7,952
shares
|
$3.52 Million
0.63% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,942
shares
|
$3.52 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
7,929
shares
|
$3.51 Million
0.63% of portfolio
|
Q3 2024
Added 27.01%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
7,928
shares
|
$3.51 Million
0.8% of portfolio
|
Q3 2024
Reduced 11.0%
|