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 |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.74% of portfolio
|
Q4 2021
New holding
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
2
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.35% of portfolio
|
Q3 2017
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2018
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.31% of portfolio
|
Q4 2019
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2020
Reduced 80.0%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2021
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2017
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2021
Added 100.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2023
Added 100.0%
|