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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
7,480
shares
|
$3.31 Million
1.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
7,477
shares
|
$3.31 Million
0.96% of portfolio
|
Q3 2024
Reduced 53.34%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
7,472
shares
|
$3.31 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
7,466
shares
|
$3.3 Million
1.55% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
7,460
shares
|
$3.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
7,448
shares
|
$3.3 Million
0.74% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
7,423
shares
|
$3.29 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
7,408
shares
|
$3.28 Million
0.37% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
7,387
shares
|
$3.27 Million
2.45% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
7,328
shares
|
$3.24 Million
1.08% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,326
shares
|
$3.24 Million
0.23% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
7,322
shares
|
$3.24 Million
0.41% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
7,302
shares
|
$3.23 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
7,301
shares
|
$3.23 Million
1.34% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,291
shares
|
$3.23 Million
0.19% of portfolio
|
Q4 2023
Added 0.75%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
7,291
shares
|
$3.23 Million
0.88% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,290
shares
|
$3.23 Million
0.56% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
7,289
shares
|
$3.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
7,280
shares
|
$3.22 Million
2.27% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
7,274
shares
|
$3.22 Million
1.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
7,266
shares
|
$3.22 Million
1.32% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
7,259
shares
|
$3.21 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
7,251
shares
|
$3.21 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
7,231
shares
|
$3.2 Million
0.93% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
7,225
shares
|
$3.2 Million
0.93% of portfolio
|
Q2 2024
Reduced 0.52%
|