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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.46% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
2
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2019
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$673,274
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$673,274
0.15% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.22% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$673,274
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1
shares
|
$673,274
0.21% of portfolio
|
Q4 2020
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1
shares
|
$673,274
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.1% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$673,274
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.16% of portfolio
|
Q3 2017
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$673,274
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$673,274
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1
shares
|
$673,274
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1
shares
|
$673,274
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1
shares
|
$673,274
0.05% of portfolio
|
Q3 2018
Reduced 99.01%
|