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 |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.34% of portfolio
|
Q1 2023
Reduced 55.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4
shares
|
$2.73 Million
0.37% of portfolio
|
Q2 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.16% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.26% of portfolio
|
Q2 2023
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.76% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2021
Reduced 20.0%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.05% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.81% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2.73 Million
2.25% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Oct 07, 2024 Q3 2024 |
4
shares
|
$2.73 Million
2.13% of portfolio
|
Q2 2018
Added 33.33%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$2.73 Million
2.3% of portfolio
|
Q4 2022
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.56% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.43% of portfolio
|
Q2 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
4
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
4
shares
|
$2.73 Million
2.35% of portfolio
|
Q4 2023
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.76% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4
shares
|
$2.73 Million
1.96% of portfolio
|
Q1 2024
New holding
|