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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.38% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.97% of portfolio
|
Q1 2022
Added 14.29%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.13% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.48% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.4% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.54% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.1% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.35% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.11% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.09% of portfolio
|
Q2 2021
Added 14.29%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8
shares
|
$5.39 Million
0.2% of portfolio
|
Q3 2022
Reduced 11.11%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.12% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
8
shares
|
$5.39 Million
2.53% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
8
shares
|
$5.39 Million
0.9% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8
shares
|
$5.39 Million
0.59% of portfolio
|
Q1 2022
Reduced 20.0%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
7
shares
|
$4.71 Million
3.79% of portfolio
|
Q2 2024
Reduced 56.25%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.33% of portfolio
|
Q3 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.93% of portfolio
|
Q1 2022
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7
shares
|
$4.71 Million
1.64% of portfolio
|
Q4 2021
Added 16.67%
|