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 $534 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.22% of portfolio
|
Q2 2022
Added 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5
shares
|
$3.41 Million
0.3% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.43% of portfolio
|
Q2 2023
Reduced 90.74%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
5
shares
|
$3.41 Million
1.54% of portfolio
|
Q3 2020
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.21% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.1% of portfolio
|
Q3 2023
Reduced 58.33%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.1% of portfolio
|
Q4 2020
Added 400.0%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.41 Million
1.96% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
5
shares
|
$3.41 Million
0.14% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
5
shares
|
$3.41 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.19% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.81% of portfolio
|
Q1 2019
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.62% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.65% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.3% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.28% of portfolio
|
Q3 2017
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.33% of portfolio
|
Q2 2017
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.08% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.38% of portfolio
|
Q4 2019
Added 33.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2024
Added 100.0%
|