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 1,166 institutions that hold shares in the stock, with a total of 427,083 shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
19
shares
|
$13.7 Million
1.73% of portfolio
|
Q4 2019
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
19
shares
|
$13.7 Million
0.7% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
18
shares
|
$12.9 Million
2.22% of portfolio
|
Q4 2022
Reduced 10.0%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
18
shares
|
$12.9 Million
3.81% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$12.9 Million
0.15% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
18
shares
|
$12.9 Million
2.78% of portfolio
|
Q2 2017
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
18
shares
|
$12.9 Million
0.11% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
18
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$12.2 Million
2.84% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$12.2 Million
1.63% of portfolio
|
Q1 2023
Added 6.25%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.76% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2024
Added 70.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.05% of portfolio
|
Q2 2023
Reduced 5.56%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17
shares
|
$12.2 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
17
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$11.5 Million
2.74% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$11.5 Million
1.85% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
16
shares
|
$11.5 Million
0.22% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
16
shares
|
$11.5 Million
0.04% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
16
shares
|
$11.5 Million
1.79% of portfolio
|
Q2 2024
Reduced 5.88%
|