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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5,540
shares
|
$2.45 Million
0.2% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
5,531
shares
|
$2.45 Million
1.63% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,520
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
5,517
shares
|
$2.44 Million
2.47% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
5,512
shares
|
$2.44 Million
0.65% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
5,512
shares
|
$2.44 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,506
shares
|
$2.44 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
5,502
shares
|
$2.44 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,495
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5,481
shares
|
$2.43 Million
1.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,479
shares
|
$2.43 Million
0.33% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,478
shares
|
$2.42 Million
0.35% of portfolio
|
Q3 2023
Reduced 5.04%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,462
shares
|
$2.42 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
5,455
shares
|
$2.41 Million
1.1% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
5,450
shares
|
$2.41 Million
0.92% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
5,443
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
5,429
shares
|
$2.4 Million
0.62% of portfolio
|
Q3 2024
Added 160.01%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
5,425
shares
|
$2.4 Million
1.19% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5,425
shares
|
$2.4 Million
2.16% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,412
shares
|
$2.4 Million
1.07% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
5,390
shares
|
$2.39 Million
0.24% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
5,387
shares
|
$2.38 Million
0.4% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,387
shares
|
$2.38 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,378
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,373
shares
|
$2.38 Million
0.14% of portfolio
|
Q3 2024
Added 4.53%
|