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 |
|---|---|---|---|---|---|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
6,538
shares
|
$2.89 Million
2.3% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
6,528
shares
|
$2.89 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
6,528
shares
|
$2.89 Million
0.71% of portfolio
|
Q3 2024
Added 21.61%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
6,506
shares
|
$2.88 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
6,494
shares
|
$2.87 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
6,490
shares
|
$2.87 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
6,484
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
6,464
shares
|
$2.86 Million
1.19% of portfolio
|
Q3 2024
Added 38.86%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
6,456
shares
|
$2.86 Million
1.58% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,443
shares
|
$2.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,437
shares
|
$2.85 Million
0.42% of portfolio
|
Q3 2024
Reduced 79.66%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,428
shares
|
$2.85 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
6,426
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
6,415
shares
|
$2.84 Million
0.29% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6,410
shares
|
$2.84 Million
0.63% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
6,408
shares
|
$2.84 Million
1.63% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
6,399
shares
|
$2.83 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
6,397
shares
|
$2.83 Million
0.65% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Artemis Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,392
shares
|
$2.83 Million
0.28% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,389
shares
|
$2.83 Million
0.26% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
6,382
shares
|
$2.83 Million
0.78% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
6,378
shares
|
$2.82 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,375
shares
|
$2.82 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
6,372
shares
|
$2.82 Million
0.59% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
6,366
shares
|
$2.82 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.32%
|