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 |
|---|---|---|---|---|---|
|
Old Well Partners, LLC
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$2.26 Million
5.14% of portfolio
|
Q4 2022
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,084
shares
|
$2.25 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,081
shares
|
$2.25 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,076
shares
|
$2.25 Million
0.72% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
5,074
shares
|
$2.25 Million
1.79% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
5,073
shares
|
$2.25 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
5,070
shares
|
$2.24 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$2.24 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
5,064
shares
|
$2.24 Million
0.84% of portfolio
|
Q3 2024
Reduced 59.38%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,050
shares
|
$2.24 Million
0.98% of portfolio
|
Q2 2023
Added 66.01%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
5,038
shares
|
$2.23 Million
1.6% of portfolio
|
Q3 2024
Added 16.84%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
5,038
shares
|
$2.23 Million
1.35% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
5,032
shares
|
$2.23 Million
0.29% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
5,015
shares
|
$2.22 Million
1.08% of portfolio
|
Q3 2024
Added 23.92%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
5,012
shares
|
$2.22 Million
0.35% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
5,011
shares
|
$2.22 Million
0.99% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,008
shares
|
$2.22 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
5,006
shares
|
$2.22 Million
1.2% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,000
shares
|
$2.21 Million
1.92% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$2.21 Million
0.29% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$2.21 Million
0.38% of portfolio
|
Q4 2023
Reduced 5.93%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
4,995
shares
|
$2.21 Million
0.84% of portfolio
|
Q3 2024
Added 36.77%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
4,995
shares
|
$2.21 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,995
shares
|
$2.21 Million
0.24% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
4,992
shares
|
$2.21 Million
1.12% of portfolio
|
Q3 2024
Added 7.49%
|