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 |
|---|---|---|---|---|---|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
5,373
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,368
shares
|
$2.38 Million
0.49% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
5,361
shares
|
$2.37 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
5,353
shares
|
$2.37 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
5,348
shares
|
$2.37 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
5,334
shares
|
$2.36 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
5,319
shares
|
$2.35 Million
0.86% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
5,315
shares
|
$2.35 Million
2.64% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,311
shares
|
$2.35 Million
0.55% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
5,308
shares
|
$2.35 Million
0.96% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
5,300
shares
|
$2.35 Million
0.24% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
5,298
shares
|
$2.35 Million
1.22% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
5,297
shares
|
$2.34 Million
1.66% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
5,289
shares
|
$2.34 Million
0.64% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
5,276
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,268
shares
|
$2.33 Million
0.72% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
5,268
shares
|
$2.33 Million
1.81% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
5,260
shares
|
$2.33 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,250
shares
|
$2.32 Million
0.63% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
5,241
shares
|
$2.32 Million
0.53% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
5,231
shares
|
$2.32 Million
1.81% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
5,228
shares
|
$2.31 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,227
shares
|
$2.31 Million
0.93% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,223
shares
|
$2.31 Million
1.06% of portfolio
|
Q1 2024
Reduced 0.06%
|