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 |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.52% of portfolio
|
Q4 2019
New holding
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.31% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.55% of portfolio
|
Q2 2017
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2019
Reduced 50.0%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.6% of portfolio
|
Q2 2019
Reduced 33.33%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.82% of portfolio
|
Q4 2019
Reduced 60.0%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2020
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.52% of portfolio
|
Q1 2019
Added 100.0%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2021
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.74% of portfolio
|
Q4 2021
New holding
|