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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13
shares
|
$8.75 Million
0.13% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
13
shares
|
$8.75 Million
0.12% of portfolio
|
Q1 2024
Added 85.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13
shares
|
$8.75 Million
1.55% of portfolio
|
Q2 2022
Added 30.0%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
13
shares
|
$8.75 Million
2.89% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
13
shares
|
$8.75 Million
0.13% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
12
shares
|
$8.08 Million
0.47% of portfolio
|
Q3 2023
Added 9.09%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$8.08 Million
2.21% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$8.08 Million
2.9% of portfolio
|
Q1 2019
Reduced 7.69%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
12
shares
|
$8.08 Million
2.23% of portfolio
|
Q4 2018
New holding
|
|
|
Compass Capital Management, Inc
|
Oct 24, 2024 Q3 2024 |
12
shares
|
$8.08 Million
0.55% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$8.08 Million
0.04% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
12
shares
|
$8.08 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12
shares
|
$8.08 Million
0.24% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
12
shares
|
$8.08 Million
4.71% of portfolio
|
Q2 2023
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.1% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.46% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
11
shares
|
$7.41 Million
3.27% of portfolio
|
Q3 2018
Added 266.67%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.41 Million
2.82% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.15% of portfolio
|
Q3 2024
Reduced 62.07%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.41 Million
3.42% of portfolio
|
Q3 2019
Reduced 15.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.06% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
11
shares
|
$7.41 Million
4.76% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
11
shares
|
$7.41 Million
1.71% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.36% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.01% of portfolio
|
Q1 2024
Added 10.0%
|