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 1,084 institutions that hold shares in the stock, with a total of 90,775 shares, which have been reported (via 13F filing form) to have a value of $57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Segment Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
71
shares
|
$44.5 Million
3.47% of portfolio
|
Q1 2024
Added 1.43%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
71
shares
|
$44.5 Million
0.13% of portfolio
|
Q2 2023
Reduced 31.07%
|
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
May 15, 2024 Q1 2024 |
71
shares
|
$44.5 Million
15.62% of portfolio
|
Q4 2023
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
May 07, 2024 Q1 2024 |
70
shares
|
$43.9 Million
8.65% of portfolio
|
Q4 2023
Added 2233.33%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
70
shares
|
$43.9 Million
0.71% of portfolio
|
Q2 2023
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
69
shares
|
$43.3 Million
0.14% of portfolio
|
Q4 2023
Added 2.99%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
68
shares
|
$42.7 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
68
shares
|
$42.7 Million
0.94% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 15, 2024 Q1 2024 |
63
shares
|
$39.5 Million
0.44% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
62
shares
|
$38.9 Million
0.01% of portfolio
|
Q1 2024
Added 47.62%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
62
shares
|
$38.9 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
Silicon Valley Community Foundation
Mountain View, CA |
May 15, 2024 Q1 2024 |
61
shares
|
$38.3 Million
1.42% of portfolio
|
Q2 2023
Reduced 23.75%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
60
shares
|
$37.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
59
shares
|
$37 Million
0.83% of portfolio
|
Q2 2023
Added 15.69%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 09, 2024 Q1 2024 |
58
shares
|
$36.4 Million
15.33% of portfolio
|
Q3 2023
Added 544.44%
|
|
Summit Street Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
58
shares
|
$36.4 Million
14.13% of portfolio
|
Q3 2017
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
57
shares
|
$35.8 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
56
shares
|
$35.1 Million
4.15% of portfolio
|
Q4 2022
Reduced 12.5%
|
|
Lincoln Capital LLC
|
Apr 15, 2024 Q1 2024 |
55
shares
|
$34.5 Million
7.96% of portfolio
|
Q3 2022
Reduced 38.2%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
54
shares
|
$33.9 Million
0.05% of portfolio
|
Q4 2022
Reduced 23.94%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
53
shares
|
$33.3 Million
1.15% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53
shares
|
$33.3 Million
0.69% of portfolio
|
Q1 2022
Reduced 7.02%
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 18, 2024 Q1 2024 |
53
shares
|
$33.3 Million
14.75% of portfolio
|
Q4 2019
Reduced 99.93%
|
|
Hutner Capital Management Inc
Manchester, VT |
May 10, 2024 Q1 2024 |
52
shares
|
$32.6 Million
17.89% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
52
shares
|
$32.6 Million
0.08% of portfolio
|
Q3 2023
Reduced 16.13%
|