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 |
|---|---|---|---|---|---|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.02% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
11
shares
|
$7.41 Million
2.0% of portfolio
|
Q1 2024
Added 2727.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
11
shares
|
$7.41 Million
1.55% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11
shares
|
$7.41 Million
0.1% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.21% of portfolio
|
Q4 2022
Added 11.11%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.87% of portfolio
|
Q3 2021
Reduced 99.0%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.26% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
10
shares
|
$6.73 Million
1.85% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Courant Investment Management LLC
|
Oct 21, 2024 Q3 2024 |
10
shares
|
$6.73 Million
5.8% of portfolio
|
Q3 2017
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.33% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.82% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.08% of portfolio
|
Q4 2019
Reduced 16.67%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.54% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10
shares
|
$6.73 Million
4.06% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.13% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10
shares
|
$6.73 Million
1.04% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.1% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10
shares
|
$6.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.1% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.86% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
10
shares
|
$6.73 Million
1.31% of portfolio
|
Q3 2017
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10
shares
|
$6.73 Million
0.16% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2024 Q3 2024 |
10
shares
|
$6.73 Million
2.66% of portfolio
|
Q2 2019
Reduced 100.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10
shares
|
$6.73 Million
0.2% of portfolio
|
Q3 2023
Added 900.0%
|