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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
6,825
shares
|
$3.02 Million
2.45% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
6,820
shares
|
$3.02 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,820
shares
|
$3.02 Million
0.98% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
6,801
shares
|
$3.01 Million
1.07% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
6,788
shares
|
$3 Million
0.82% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,779
shares
|
$3 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,776
shares
|
$3 Million
0.67% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,759
shares
|
$2.99 Million
0.29% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
6,755
shares
|
$2.99 Million
2.11% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
6,752
shares
|
$2.99 Million
1.17% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,747
shares
|
$2.99 Million
0.38% of portfolio
|
Q4 2023
Reduced 5.35%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
6,741
shares
|
$2.98 Million
2.47% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
6,725
shares
|
$2.98 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,705
shares
|
$2.97 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
6,696
shares
|
$2.96 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,696
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
6,663
shares
|
$2.95 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,654
shares
|
$2.95 Million
1.68% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
6,642
shares
|
$2.94 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
6,642
shares
|
$2.94 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
6,621
shares
|
$2.93 Million
0.74% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,571
shares
|
$2.91 Million
0.89% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
6,565
shares
|
$2.91 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,547
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2024
Added 11.63%
|