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 |
|---|---|---|---|---|---|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2
shares
|
$1.37 Million
0.45% of portfolio
|
Q3 2021
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2018
New holding
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.73% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
2
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.56% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2021
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.31% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Oct 18, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.61% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.38% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.12% of portfolio
|
Q4 2019
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2
shares
|
$1.37 Million
0.89% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2023
Reduced 33.33%
|