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 |
|---|---|---|---|---|---|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,193
shares
|
$2.74 Million
1.64% of portfolio
|
Q1 2024
Added 15.69%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
6,154
shares
|
$2.72 Million
0.57% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
6,151
shares
|
$2.72 Million
0.41% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,147
shares
|
$2.72 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2024
Added 51.07%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,129
shares
|
$2.71 Million
1.1% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
6,127
shares
|
$2.71 Million
0.26% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
6,123
shares
|
$2.71 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,113
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
6,108
shares
|
$2.7 Million
1.85% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,095
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,094
shares
|
$2.7 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
6,067
shares
|
$2.69 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,054
shares
|
$2.68 Million
1.16% of portfolio
|
Q4 2023
Added 13.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,052
shares
|
$2.68 Million
0.57% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,046
shares
|
$2.68 Million
0.4% of portfolio
|
Q3 2024
Added 179.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,043
shares
|
$2.67 Million
0.31% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,039
shares
|
$2.67 Million
0.61% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,025
shares
|
$2.67 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,018
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Provident Trust CO
|
Nov 01, 2024 Q3 2024 |
6,015
shares
|
$2.66 Million
0.05% of portfolio
|
N/A
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,013
shares
|
$2.66 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
6,000
shares
|
$2.66 Million
0.65% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,988
shares
|
$2.65 Million
0.48% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
5,980
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.78%
|