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 |
|---|---|---|---|---|---|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
462
shares
|
$204,508
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
460
shares
|
$203,623
0.09% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
460
shares
|
$203,623
5.68% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
460
shares
|
$203,623
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
459
shares
|
$203,180
0.0% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
459
shares
|
$203,180
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
458
shares
|
$202,738
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
455
shares
|
$201,410
0.08% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
454
shares
|
$200,967
0.09% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$199,197
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
449
shares
|
$198,754
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
449
shares
|
$198,754
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
446
shares
|
$197,426
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
446
shares
|
$197,426
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
441
shares
|
$195,213
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
438
shares
|
$193,885
0.13% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
438
shares
|
$193,885
0.12% of portfolio
|
Q3 2024
Added 75.2%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
436
shares
|
$192,999
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
434
shares
|
$192,114
0.07% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
430
shares
|
$190,343
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
420
shares
|
$185,917
0.11% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
419
shares
|
$185,474
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
415
shares
|
$183,703
0.06% of portfolio
|
Q2 2024
Added 30.91%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
406
shares
|
$179,719
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$179,277
0.08% of portfolio
|
Q4 2024
Added 122.53%
|