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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.51% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.19% of portfolio
|
Q4 2017
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2016
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.35 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.63% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.6% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.35 Million
1.26% of portfolio
|
Q4 2022
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.35 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.97% of portfolio
|
Q4 2022
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2
shares
|
$1.35 Million
1.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.94% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1.35 Million
2.06% of portfolio
|
Q4 2023
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2023
New holding
|