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 |
|---|---|---|---|---|---|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
8
shares
|
$5.62 Million
1.43% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
8
shares
|
$5.62 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
7
shares
|
$4.92 Million
3.91% of portfolio
|
Q2 2024
Reduced 56.25%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.33% of portfolio
|
Q3 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.9% of portfolio
|
Q1 2022
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7
shares
|
$4.92 Million
1.64% of portfolio
|
Q4 2021
Added 16.67%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.05% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.11% of portfolio
|
Q2 2022
Added 600.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$4.92 Million
3.93% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.9% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.8% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.59% of portfolio
|
Q2 2021
Reduced 12.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.33% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.31% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.35% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
7
shares
|
$4.92 Million
1.0% of portfolio
|
Q1 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
7
shares
|
$4.92 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.08% of portfolio
|
Q2 2021
Added 16.67%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7
shares
|
$4.92 Million
0.2% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.91% of portfolio
|
Q1 2022
Added 16.67%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.2% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.92 Million
0.31% of portfolio
|
Q1 2024
Added 40.0%
|