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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$702,760
0.23% of portfolio
|
Q4 2018
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$702,760
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$702,760
0.01% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$702,760
0.4% of portfolio
|
Q4 2019
New holding
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$702,760
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$702,760
0.05% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1
shares
|
$702,760
0.07% of portfolio
|
Q1 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1
shares
|
$702,760
0.07% of portfolio
|
Q1 2019
Reduced 66.67%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$702,760
0.19% of portfolio
|
Q3 2017
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1
shares
|
$702,760
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$702,760
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$702,760
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1
shares
|
$702,760
0.49% of portfolio
|
Q4 2019
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1
shares
|
$702,760
0.22% of portfolio
|
Q4 2017
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$702,760
0.08% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$702,760
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$702,760
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1
shares
|
$702,760
0.25% of portfolio
|
Q4 2017
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1
shares
|
$702,760
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$702,760
0.07% of portfolio
|
Q1 2020
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$702,760
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$702,760
0.14% of portfolio
|
Q1 2022
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$702,760
0.42% of portfolio
|
Q4 2019
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$702,760
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$702,760
0.08% of portfolio
|
Q2 2024
New holding
|