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 1,119 institutions that hold shares in the stock, with a total of 782,853 shares, which have been reported (via 13F filing form) to have a value of $527 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
22
shares
|
$14.8 Million
2.07% of portfolio
|
Q2 2017
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21
shares
|
$14.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21
shares
|
$14.1 Million
3.37% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Matthew 25 Management Corp
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$14.1 Million
5.06% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$14.1 Million
0.71% of portfolio
|
Q1 2022
Added 5.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
21
shares
|
$14.1 Million
3.14% of portfolio
|
Q2 2020
Added 600.0%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21
shares
|
$14.1 Million
1.56% of portfolio
|
Q4 2022
Added 2000.0%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
20
shares
|
$13.5 Million
0.49% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
20
shares
|
$13.5 Million
3.24% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
20
shares
|
$13.5 Million
11.25% of portfolio
|
Q3 2017
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$13.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
20
shares
|
$13.5 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20
shares
|
$13.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
19
shares
|
$12.8 Million
1.78% of portfolio
|
Q4 2019
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
18
shares
|
$12.1 Million
2.27% of portfolio
|
Q4 2022
Reduced 10.0%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.55% of portfolio
|
Q3 2023
Added 5.88%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$12.1 Million
2.76% of portfolio
|
Q2 2017
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.79% of portfolio
|
Q4 2023
Reduced 51.35%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.35%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.26%
|