Institutional Ownership Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A). We have compiled data on the 1,126 institutions that hold shares in the stock, with a total of 119,364 shares, which have been reported (via 13F filing form) to have a value of $83.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10
shares
|
$7.03 Million
0.53% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10
shares
|
$7.03 Million
0.16% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
10
shares
|
$7.03 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2024 Q3 2024 |
10
shares
|
$7.03 Million
2.66% of portfolio
|
Q2 2019
Reduced 100.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10
shares
|
$7.03 Million
0.2% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$7.03 Million
1.72% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.1% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9
shares
|
$6.32 Million
0.84% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.96% of portfolio
|
Q3 2023
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$6.32 Million
1.87% of portfolio
|
Q3 2021
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.43% of portfolio
|
Q4 2023
Added 28.57%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
9
shares
|
$6.32 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.42% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.25% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
9
shares
|
$6.32 Million
2.55% of portfolio
|
Q3 2020
Reduced 10.0%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
9
shares
|
$6.32 Million
1.8% of portfolio
|
Q2 2020
Reduced 43.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9
shares
|
$6.32 Million
0.23% of portfolio
|
Q2 2022
Added 12.5%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
9
shares
|
$6.32 Million
0.22% of portfolio
|
Q2 2022
Reduced 10.0%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
9
shares
|
$6.32 Million
2.18% of portfolio
|
Q1 2020
Reduced 10.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9
shares
|
$6.32 Million
0.26% of portfolio
|
Q1 2020
Reduced 10.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.22% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9
shares
|
$6.32 Million
0.06% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
9
shares
|
$6.32 Million
0.37% of portfolio
|
Q4 2022
Reduced 10.0%
|