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 1,113 institutions that hold shares in the stock, with a total of 91,707 shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6
shares
|
$4.22 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.0%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.04% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.03% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.27% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.71%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6
shares
|
$4.22 Million
0.14% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
6
shares
|
$4.22 Million
2.83% of portfolio
|
Q4 2022
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.42% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
6
shares
|
$4.22 Million
0.52% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
6
shares
|
$4.22 Million
3.4% of portfolio
|
Q2 2024
New holding
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
6
shares
|
$4.22 Million
1.34% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$4.22 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$3.51 Million
0.4% of portfolio
|
Q2 2023
Reduced 37.5%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
5
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$3.51 Million
0.32% of portfolio
|
Q3 2021
Reduced 44.44%
|
|
|
Foundation Resource Management Inc
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$3.51 Million
0.57% of portfolio
|
Q3 2022
Added 400.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
5
shares
|
$3.51 Million
0.21% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5
shares
|
$3.51 Million
1.69% of portfolio
|
Q1 2021
Reduced 16.67%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$3.51 Million
0.38% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$3.51 Million
0.85% of portfolio
|
Q1 2024
Reduced 16.67%
|