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 |
|---|---|---|---|---|---|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
7,734
shares
|
$3.42 Million
2.29% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
7,719
shares
|
$3.42 Million
1.11% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,718
shares
|
$3.42 Million
0.94% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
7,707
shares
|
$3.41 Million
4.43% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,702
shares
|
$3.41 Million
1.4% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,680
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Hikari Power LTD
|
Oct 24, 2024 Q3 2024 |
7,670
shares
|
$3.4 Million
0.29% of portfolio
|
N/A
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
7,658
shares
|
$3.39 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
7,655
shares
|
$3.39 Million
0.77% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
7,649
shares
|
$3.39 Million
1.45% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
7,634
shares
|
$3.38 Million
1.08% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
7,634
shares
|
$3.38 Million
0.6% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,618
shares
|
$3.37 Million
0.43% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,585
shares
|
$3.36 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
7,583
shares
|
$3.36 Million
1.77% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
7,568
shares
|
$3.35 Million
2.07% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
7,554
shares
|
$3.34 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,553
shares
|
$3.34 Million
0.28% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
7,538
shares
|
$3.34 Million
0.27% of portfolio
|
Q2 2024
Added 8.35%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
7,537
shares
|
$3.34 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,518
shares
|
$3.33 Million
0.34% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
7,513
shares
|
$3.33 Million
1.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,508
shares
|
$3.32 Million
0.12% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
7,500
shares
|
$3.32 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
7,485
shares
|
$3.31 Million
1.67% of portfolio
|
Q1 2024
Added 0.54%
|