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 |
|---|---|---|---|---|---|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
875
shares
|
$387,327
0.33% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
874
shares
|
$386,884
0.22% of portfolio
|
Q3 2024
Reduced 93.83%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
872
shares
|
$385,999
0.38% of portfolio
|
Q3 2024
Reduced 47.69%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
868
shares
|
$384,228
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
867
shares
|
$383,786
0.18% of portfolio
|
Q2 2024
Added 24.93%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
864
shares
|
$382,458
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
861
shares
|
$381,130
0.2% of portfolio
|
Q3 2024
Added 33.08%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
859
shares
|
$380,244
0.29% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
859
shares
|
$380,244
0.08% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
857
shares
|
$379,359
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
857
shares
|
$379,359
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
857
shares
|
$379,359
0.02% of portfolio
|
Q3 2024
Reduced 59.44%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
856
shares
|
$378,916
0.17% of portfolio
|
Q3 2023
Added 11.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
856
shares
|
$378,916
0.11% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
856
shares
|
$378,916
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
854
shares
|
$378,031
0.23% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
853
shares
|
$377,588
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
853
shares
|
$377,588
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
850
shares
|
$376,261
0.1% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
848
shares
|
$375,375
0.18% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
846
shares
|
$374,490
0.27% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
846
shares
|
$374,490
0.3% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
845
shares
|
$374,047
0.18% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
845
shares
|
$374,047
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
844
shares
|
$373,605
0.36% of portfolio
|
Q1 2024
Reduced 3.65%
|