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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,991
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
4,987
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
4,986
shares
|
$2.21 Million
1.06% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,981
shares
|
$2.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
4,980
shares
|
$2.2 Million
1.84% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
4,962
shares
|
$2.2 Million
0.31% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,960
shares
|
$2.2 Million
0.2% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,956
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2024
Added 24.93%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
4,928
shares
|
$2.18 Million
1.22% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
4,926
shares
|
$2.18 Million
1.92% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
4,908
shares
|
$2.17 Million
1.17% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
4,901
shares
|
$2.17 Million
1.61% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
4,901
shares
|
$2.17 Million
1.16% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Arga Investment Management, LP
|
Nov 14, 2024 Q3 2024 |
4,893
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2023
Reduced 17.35%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
4,890
shares
|
$2.16 Million
0.38% of portfolio
|
Q3 2024
Reduced 37.98%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,888
shares
|
$2.16 Million
0.99% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,887
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
4,884
shares
|
$2.16 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,874
shares
|
$2.16 Million
0.82% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
4,864
shares
|
$2.15 Million
0.84% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,863
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
4,852
shares
|
$2.15 Million
0.43% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
4,850
shares
|
$2.15 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
4,843
shares
|
$2.14 Million
1.53% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
4,827
shares
|
$2.14 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.15%
|