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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
900
shares
|
$398,394
0.22% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
899
shares
|
$397,951
0.29% of portfolio
|
Q3 2024
Added 1283.08%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
898
shares
|
$397,508
0.17% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
897
shares
|
$397,066
0.05% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
897
shares
|
$397,066
0.2% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
897
shares
|
$397,066
0.24% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
897
shares
|
$397,066
0.11% of portfolio
|
Q3 2023
Reduced 3.03%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
896
shares
|
$396,623
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
895
shares
|
$396,180
0.23% of portfolio
|
N/A
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
895
shares
|
$396,180
0.21% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
895
shares
|
$396,180
0.52% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
890
shares
|
$393,967
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
889
shares
|
$393,524
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
888
shares
|
$393,082
0.13% of portfolio
|
Q2 2024
Reduced 64.29%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
888
shares
|
$393,082
0.59% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
886
shares
|
$392,196
0.12% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
886
shares
|
$392,196
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
886
shares
|
$392,196
0.1% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
884
shares
|
$391,311
0.17% of portfolio
|
Q2 2023
Reduced 3.28%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
884
shares
|
$391,311
0.01% of portfolio
|
Q3 2024
Reduced 48.66%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
882
shares
|
$390,426
0.24% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
881
shares
|
$389,983
0.27% of portfolio
|
Q2 2024
Added 5.01%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
880
shares
|
$389,540
0.22% of portfolio
|
N/A
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
877
shares
|
$388,212
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
876
shares
|
$387,770
0.29% of portfolio
|
Q2 2023
Added 14.66%
|