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 1,108 institutions that hold shares in the stock, with a total of 791,128 shares, which have been reported (via 13F filing form) to have a value of $544 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
1
shares
|
$682,901
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
1
shares
|
$682,901
0.17% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
1
shares
|
$682,901
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
1
shares
|
$682,901
0.11% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$682,901
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
1
shares
|
$682,901
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2024 Q2 2024 |
1
shares
|
$682,901
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
1
shares
|
$682,901
0.14% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
1
shares
|
$682,901
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2024 Q2 2024 |
1
shares
|
$682,901
0.15% of portfolio
|
Q4 2022
Reduced 99.99%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
1
shares
|
$682,901
0.01% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
1
shares
|
$682,901
0.01% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Aug 05, 2024 Q2 2024 |
1
shares
|
$682,901
0.11% of portfolio
|
Q3 2018
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
1
shares
|
$682,901
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
1
shares
|
$682,901
0.03% of portfolio
|
Q3 2020
Reduced 99.98%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
1
shares
|
$682,901
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
1
shares
|
$682,901
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
1
shares
|
$682,901
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
1
shares
|
$682,901
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
1
shares
|
$682,901
0.05% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1
shares
|
$682,901
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1
shares
|
$682,901
0.17% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 14, 2024 Q2 2024 |
1
shares
|
$682,901
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$682,901
0.04% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1
shares
|
$682,901
0.11% of portfolio
|
Q2 2023
Reduced 99.0%
|