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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.05% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.11% of portfolio
|
Q2 2022
Added 600.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$4.71 Million
3.96% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.93% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.59% of portfolio
|
Q2 2021
Reduced 12.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.33% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.31% of portfolio
|
Q3 2024
Reduced 58.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.36% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
7
shares
|
$4.71 Million
1.01% of portfolio
|
Q1 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.13% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.12% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.08% of portfolio
|
Q2 2021
Added 16.67%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7
shares
|
$4.71 Million
0.2% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.18% of portfolio
|
Q2 2024
Reduced 96.59%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.91% of portfolio
|
Q1 2022
Added 16.67%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.2% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.31% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.08% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.2% of portfolio
|
Q1 2023
Reduced 12.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.6% of portfolio
|
Q3 2024
Reduced 53.33%
|