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 |
|---|---|---|---|---|---|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.78% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
2.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.05% of portfolio
|
Q4 2020
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.53% of portfolio
|
Q4 2021
New holding
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.72% of portfolio
|
Q4 2021
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2017
New holding
|
|
|
University Of Maryland Foundation, Inc.
|
Nov 05, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.96% of portfolio
|
Q3 2023
Reduced 84.0%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.59% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.43% of portfolio
|
Q1 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.09% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4
shares
|
$2.73 Million
0.12% of portfolio
|
Q4 2021
Reduced 20.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.22% of portfolio
|
Q3 2019
New holding
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.55% of portfolio
|
Q4 2020
Reduced 60.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.11% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Santa Monica Partners LP
Larchmont, NY |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.63% of portfolio
|
Q1 2018
Reduced 20.0%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.31% of portfolio
|
Q3 2024
Reduced 20.0%
|