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 |
|---|---|---|---|---|---|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
405
shares
|
$179,277
0.22% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
400
shares
|
$177,064
0.16% of portfolio
|
N/A
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
392
shares
|
$173,522
0.09% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
390
shares
|
$172,637
0.15% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
388
shares
|
$171,752
0.11% of portfolio
|
N/A
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
382
shares
|
$169,096
0.19% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
376
shares
|
$166,440
0.09% of portfolio
|
Q1 2024
Added 14.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
374
shares
|
$165,554
0.13% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
365
shares
|
$161,570
0.05% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
362
shares
|
$160,242
0.17% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
361
shares
|
$159,800
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
360
shares
|
$159,357
0.07% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
358
shares
|
$158,472
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
335
shares
|
$148,291
0.05% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
322
shares
|
$142,536
0.08% of portfolio
|
Q4 2023
Reduced 48.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
317
shares
|
$140,323
0.06% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$132,798
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
300
shares
|
$132,798
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
295
shares
|
$130,584
0.04% of portfolio
|
Q3 2024
Added 103.45%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
291
shares
|
$128,814
0.67% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
288
shares
|
$127,486
0.05% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
286
shares
|
$126,600
0.03% of portfolio
|
Q1 2024
Added 9.58%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
284
shares
|
$125,715
0.06% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
284
shares
|
$125,715
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
284
shares
|
$125,715
0.09% of portfolio
|
Q3 2024
New holding
|