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 |
---|---|---|---|---|---|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.11% of portfolio
|
Q3 2023
Added 20.0%
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.67% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
18
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17
shares
|
$11.4 Million
2.96% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
17
shares
|
$11.4 Million
1.69% of portfolio
|
Q1 2023
Added 6.25%
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.15% of portfolio
|
Q1 2020
New holding
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.18% of portfolio
|
Q2 2024
Added 70.0%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$11.4 Million
3.97% of portfolio
|
Q4 2018
Added 6.25%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.05% of portfolio
|
Q2 2023
Reduced 5.56%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17
shares
|
$11.4 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
17
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2024
Added 6.25%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
17
shares
|
$11.4 Million
6.06% of portfolio
|
Q3 2024
New holding
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
16
shares
|
$10.8 Million
0.23% of portfolio
|
Q3 2024
Added 33.33%
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
16
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Added 6.67%
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
16
shares
|
$10.8 Million
1.78% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2024
Added 300.0%
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Oct 30, 2024 Q3 2024 |
15
shares
|
$10.1 Million
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$10.1 Million
2.6% of portfolio
|
Q2 2023
Reduced 11.76%
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$10.1 Million
1.15% of portfolio
|
Q2 2019
Reduced 6.25%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$10.1 Million
26.5% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
15
shares
|
$10.1 Million
0.63% of portfolio
|
Q1 2022
New holding
|