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 |
|---|---|---|---|---|---|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
1
shares
|
$673,274
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$673,274
0.81% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1
shares
|
$673,274
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1
shares
|
$673,274
0.25% of portfolio
|
Q1 2021
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$673,274
0.29% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$673,274
0.25% of portfolio
|
Q3 2020
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1
shares
|
$673,274
0.29% of portfolio
|
Q2 2021
Reduced 99.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1
shares
|
$673,274
0.03% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
1
shares
|
$673,274
0.42% of portfolio
|
Q1 2021
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1
shares
|
$673,274
0.05% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1
shares
|
$673,274
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q1 2023
Reduced 92.86%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$673,274
0.26% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$673,274
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1
shares
|
$673,274
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1
shares
|
$673,274
0.04% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$673,274
0.12% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$673,274
0.05% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$673,274
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
1
shares
|
$673,274
0.18% of portfolio
|
Q4 2017
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1
shares
|
$673,274
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$673,274
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$673,274
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$673,274
0.12% of portfolio
|
Q2 2017
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$673,274
0.09% of portfolio
|
Q3 2017
New holding
|