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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.28% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
3
shares
|
$2.11 Million
1.03% of portfolio
|
Q3 2019
New holding
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.11 Million
1.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.19% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.18% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$2.11 Million
1.13% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.67% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.21% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.32% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
3
shares
|
$2.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.14% of portfolio
|
Q2 2018
Reduced 25.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.12% of portfolio
|
Q3 2019
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3
shares
|
$2.11 Million
0.16% of portfolio
|
Q2 2020
Added 200.0%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Nov 08, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|