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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
3.07% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7
shares
|
$4.71 Million
0.49% of portfolio
|
Q1 2023
Reduced 12.5%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
7
shares
|
$4.71 Million
4.06% of portfolio
|
Q4 2023
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
7
shares
|
$4.71 Million
5.61% of portfolio
|
Q2 2024
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
6
shares
|
$4.04 Million
2.73% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.65% of portfolio
|
Q2 2018
Reduced 72.73%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6
shares
|
$4.04 Million
0.18% of portfolio
|
Q4 2021
Reduced 14.29%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
6
shares
|
$4.04 Million
2.23% of portfolio
|
Q1 2023
Reduced 14.29%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
6
shares
|
$4.04 Million
4.08% of portfolio
|
Q4 2021
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6
shares
|
$4.04 Million
1.31% of portfolio
|
Q2 2021
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.04 Million
1.15% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6
shares
|
$4.04 Million
0.09% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6
shares
|
$4.04 Million
0.49% of portfolio
|
Q2 2020
Added 50.0%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.24% of portfolio
|
Q3 2017
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
6
shares
|
$4.04 Million
2.1% of portfolio
|
Q2 2022
New holding
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.42% of portfolio
|
Q4 2017
Reduced 53.85%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.04 Million
1.21% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.16% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6
shares
|
$4.04 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.0%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
6
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2023
Reduced 14.29%
|