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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
7,927
shares
|
$3.51 Million
0.56% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,921
shares
|
$3.51 Million
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
7,918
shares
|
$3.5 Million
2.04% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
7,902
shares
|
$3.5 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
7,901
shares
|
$3.5 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,886
shares
|
$3.49 Million
0.85% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,874
shares
|
$3.49 Million
1.84% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,866
shares
|
$3.48 Million
1.14% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
7,863
shares
|
$3.48 Million
0.24% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
7,859
shares
|
$3.48 Million
1.03% of portfolio
|
Q4 2023
Reduced 4.03%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
7,857
shares
|
$3.48 Million
2.46% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
7,855
shares
|
$3.48 Million
0.38% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
7,854
shares
|
$3.48 Million
0.21% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
7,845
shares
|
$3.47 Million
1.69% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,839
shares
|
$3.47 Million
0.84% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
7,835
shares
|
$3.47 Million
0.56% of portfolio
|
Q3 2024
Added 47.05%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
7,835
shares
|
$3.47 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
7,808
shares
|
$3.46 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
7,803
shares
|
$3.45 Million
0.58% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
7,795
shares
|
$3.45 Million
2.75% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
7,792
shares
|
$3.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
7,767
shares
|
$3.44 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,747
shares
|
$3.43 Million
0.45% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
7,745
shares
|
$3.43 Million
0.26% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,743
shares
|
$3.43 Million
0.29% of portfolio
|
Q3 2024
Added 80.66%
|