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 |
|---|---|---|---|---|---|
|
Mad River Investors
|
Oct 22, 2024 Q3 2024 |
7,225
shares
|
$3.2 Million
2.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,221
shares
|
$3.2 Million
0.22% of portfolio
|
Q4 2022
Reduced 10.23%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,218
shares
|
$3.2 Million
1.76% of portfolio
|
Q3 2024
Added 27.12%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,208
shares
|
$3.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,205
shares
|
$3.19 Million
0.42% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
7,177
shares
|
$3.18 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
7,166
shares
|
$3.17 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
7,166
shares
|
$3.17 Million
1.19% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
7,162
shares
|
$3.17 Million
1.78% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,143
shares
|
$3.16 Million
1.11% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
7,127
shares
|
$3.15 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
7,123
shares
|
$3.15 Million
5.91% of portfolio
|
Q4 2022
Reduced 15.57%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
7,107
shares
|
$3.15 Million
1.92% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,100
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,094
shares
|
$3.14 Million
0.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,087
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,084
shares
|
$3.14 Million
0.73% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
7,083
shares
|
$3.14 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
7,068
shares
|
$3.13 Million
0.5% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
7,066
shares
|
$3.13 Million
1.38% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
7,043
shares
|
$3.12 Million
0.7% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,041
shares
|
$3.12 Million
1.09% of portfolio
|
Q1 2023
Added 30.27%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,026
shares
|
$3.11 Million
0.25% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,025
shares
|
$3.11 Million
0.49% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,021
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.44%
|