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 $533 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
15
shares
|
$10.2 Million
1.29% of portfolio
|
Q2 2021
Reduced 6.25%
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15
shares
|
$10.2 Million
1.51% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
15
shares
|
$10.2 Million
1.12% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15
shares
|
$10.2 Million
4.04% of portfolio
|
Q4 2019
New holding
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.6% of portfolio
|
Q3 2024
Added 7.69%
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$9.53 Million
1.58% of portfolio
|
Q4 2023
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14
shares
|
$9.53 Million
0.12% of portfolio
|
Q2 2023
Added 7.69%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.25% of portfolio
|
Q2 2021
Added 7.69%
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.03% of portfolio
|
Q1 2023
Reduced 70.21%
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
14
shares
|
$9.53 Million
1.97% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.06% of portfolio
|
Q2 2024
Added 27.27%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.18% of portfolio
|
Q4 2023
Added 7.69%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
14
shares
|
$9.53 Million
1.32% of portfolio
|
Q2 2024
Added 55.56%
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
14
shares
|
$9.53 Million
0.59% of portfolio
|
Q1 2024
Added 366.67%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$9.53 Million
0.62% of portfolio
|
Q1 2021
Added 7.14%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14
shares
|
$9.53 Million
0.3% of portfolio
|
Q3 2023
Added 100.0%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
14
shares
|
$9.53 Million
1.11% of portfolio
|
Q1 2019
Added 63071.43%
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
13
shares
|
$8.85 Million
1.02% of portfolio
|
Q3 2023
Reduced 13.33%
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
13
shares
|
$8.85 Million
1.29% of portfolio
|
Q4 2020
Reduced 7.14%
|
|
Pacifica Capital Investments, LLC
|
Nov 14, 2024 Q3 2024 |
13
shares
|
$8.85 Million
3.08% of portfolio
|
Q2 2018
Reduced 18.75%
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
13
shares
|
$8.85 Million
0.94% of portfolio
|
Q2 2024
New holding
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
13
shares
|
$8.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
13
shares
|
$8.85 Million
0.21% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13
shares
|
$8.85 Million
0.35% of portfolio
|
Q4 2020
New holding
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
13
shares
|
$8.85 Million
3.65% of portfolio
|
Q3 2023
Reduced 7.14%
|