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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
557
shares
|
$246,561
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
557
shares
|
$246,561
0.01% of portfolio
|
Q3 2024
Reduced 97.48%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
556
shares
|
$246,118
0.12% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
553
shares
|
$244,790
0.98% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
551
shares
|
$243,905
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
548
shares
|
$242,577
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
544
shares
|
$240,807
0.06% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
543
shares
|
$240,364
0.12% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$239,921
0.06% of portfolio
|
Q3 2024
Reduced 84.38%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
541
shares
|
$239,479
0.17% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
541
shares
|
$239,479
0.09% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
540
shares
|
$239,036
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
540
shares
|
$239,036
0.13% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
538
shares
|
$238,151
0.14% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
535
shares
|
$236,823
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
535
shares
|
$236,823
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
534
shares
|
$236,380
0.03% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
534
shares
|
$236,380
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
533
shares
|
$235,937
0.01% of portfolio
|
N/A
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
533
shares
|
$235,937
0.15% of portfolio
|
Q2 2024
Reduced 98.47%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
533
shares
|
$235,937
0.06% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
531
shares
|
$235,052
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
531
shares
|
$235,052
0.13% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
531
shares
|
$235,052
0.08% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$234,609
0.1% of portfolio
|
Q3 2024
Added 1.92%
|