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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
5,220
shares
|
$2.31 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
5,213
shares
|
$2.31 Million
1.58% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
5,207
shares
|
$2.3 Million
1.99% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,206
shares
|
$2.3 Million
1.46% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
5,200
shares
|
$2.3 Million
1.49% of portfolio
|
Q4 2023
Added 44.44%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
5,184
shares
|
$2.29 Million
1.15% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,182
shares
|
$2.29 Million
0.47% of portfolio
|
Q3 2024
Added 130.93%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
5,181
shares
|
$2.29 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
5,176
shares
|
$2.29 Million
0.33% of portfolio
|
Q3 2024
Added 413.49%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,171
shares
|
$2.29 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
5,171
shares
|
$2.29 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
5,166
shares
|
$2.29 Million
3.47% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,163
shares
|
$2.29 Million
1.03% of portfolio
|
Q2 2024
Added 152.84%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
5,157
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
5,152
shares
|
$2.28 Million
0.54% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,150
shares
|
$2.28 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,136
shares
|
$2.27 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
5,136
shares
|
$2.27 Million
1.53% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,133
shares
|
$2.27 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
5,130
shares
|
$2.27 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,117
shares
|
$2.27 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
5,110
shares
|
$2.26 Million
0.08% of portfolio
|
Q1 2024
Added 207.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,105
shares
|
$2.26 Million
0.34% of portfolio
|
Q3 2024
Added 734.15%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,102
shares
|
$2.26 Million
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$2.26 Million
0.8% of portfolio
|
Q2 2024
Reduced 16.53%
|