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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,824
shares
|
$2.14 Million
0.55% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
4,820
shares
|
$2.13 Million
1.4% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
4,818
shares
|
$2.13 Million
0.83% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,817
shares
|
$2.13 Million
0.48% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,816
shares
|
$2.13 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
4,815
shares
|
$2.13 Million
0.57% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
4,815
shares
|
$2.13 Million
0.42% of portfolio
|
Q2 2024
Added 27.41%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
4,812
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
4,802
shares
|
$2.13 Million
2.24% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,801
shares
|
$2.13 Million
1.05% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,785
shares
|
$2.12 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
4,784
shares
|
$2.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,780
shares
|
$2.12 Million
0.61% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,772
shares
|
$2.11 Million
0.65% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
4,771
shares
|
$2.11 Million
1.28% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,770
shares
|
$2.11 Million
0.41% of portfolio
|
Q3 2024
Added 169.49%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
4,769
shares
|
$2.11 Million
0.3% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
4,768
shares
|
$2.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
4,765
shares
|
$2.11 Million
0.74% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,763
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
Added 21.51%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
4,762
shares
|
$2.11 Million
1.05% of portfolio
|
Q4 2023
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
4,759
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2024
Added 134.32%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
4,745
shares
|
$2.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
4,733
shares
|
$2.1 Million
1.86% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
4,726
shares
|
$2.09 Million
0.46% of portfolio
|
Q3 2024
Added 54.55%
|