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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,603
shares
|
$2.04 Million
0.55% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
4,600
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2023
Reduced 23.33%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
4,586
shares
|
$2.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,571
shares
|
$2.02 Million
0.76% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
4,566
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,565
shares
|
$2.02 Million
1.43% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,558
shares
|
$2.02 Million
0.28% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
4,554
shares
|
$2.02 Million
1.32% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,532
shares
|
$2.01 Million
0.01% of portfolio
|
N/A
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,530
shares
|
$2.01 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,527
shares
|
$2 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,523
shares
|
$2 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
4,521
shares
|
$2 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,519
shares
|
$2 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
4,517
shares
|
$2 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,515
shares
|
$2 Million
0.7% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,501
shares
|
$1.99 Million
0.13% of portfolio
|
Q1 2023
Added 32.85%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
4,499
shares
|
$1.99 Million
1.22% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
4,497
shares
|
$1.99 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,497
shares
|
$1.99 Million
0.39% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
4,491
shares
|
$1.99 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
4,463
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
4,462
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2023
Added 6.29%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,456
shares
|
$1.97 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
4,455
shares
|
$1.97 Million
0.87% of portfolio
|
Q2 2024
Added 0.41%
|