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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,365
shares
|
$2.82 Million
1.35% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
6,358
shares
|
$2.81 Million
0.76% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,350
shares
|
$2.81 Million
1.37% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
6,348
shares
|
$2.81 Million
0.44% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,344
shares
|
$2.81 Million
0.67% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
6,332
shares
|
$2.8 Million
0.65% of portfolio
|
Q3 2023
Added 4.21%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,332
shares
|
$2.8 Million
0.46% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,330
shares
|
$2.8 Million
1.42% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,323
shares
|
$2.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,323
shares
|
$2.8 Million
2.33% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,323
shares
|
$2.8 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,320
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,291
shares
|
$2.78 Million
0.56% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
6,270
shares
|
$2.78 Million
1.89% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
6,266
shares
|
$2.77 Million
0.3% of portfolio
|
Q3 2024
Reduced 74.41%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
6,250
shares
|
$2.77 Million
2.18% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
6,229
shares
|
$2.76 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6,229
shares
|
$2.76 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
6,225
shares
|
$2.76 Million
0.95% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
6,221
shares
|
$2.75 Million
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
6,219
shares
|
$2.75 Million
0.5% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
1922 Investment CO LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,205
shares
|
$2.75 Million
87.95% of portfolio
|
Q2 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
6,201
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
6,199
shares
|
$2.74 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,194
shares
|
$2.74 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.51%
|