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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$673,274
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$673,274
0.41% of portfolio
|
Q4 2019
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$673,274
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$673,274
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$673,274
0.52% of portfolio
|
Q2 2018
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$673,274
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$673,274
0.03% of portfolio
|
Q1 2019
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1
shares
|
$673,274
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$673,274
0.12% of portfolio
|
Q4 2017
Reduced 99.0%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$673,274
0.18% of portfolio
|
Q3 2023
Reduced 100.0%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
1
shares
|
$673,274
0.23% of portfolio
|
Q4 2017
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$673,274
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.08% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$673,274
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q2 2015
Reduced 50.0%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$673,274
0.21% of portfolio
|
Q3 2017
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$673,274
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1
shares
|
$673,274
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$673,274
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
1
shares
|
$673,274
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1
shares
|
$673,274
0.2% of portfolio
|
Q2 2017
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1
shares
|
$673,274
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1
shares
|
$673,274
0.43% of portfolio
|
Q3 2023
Reduced 75.0%
|