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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
16
shares
|
$11.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15
shares
|
$10.8 Million
1.15% of portfolio
|
Q2 2019
Reduced 6.25%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Fiduciary Counselling Inc
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$10.8 Million
27.35% of portfolio
|
Q2 2023
Reduced 58.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.64% of portfolio
|
Q1 2022
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
15
shares
|
$10.8 Million
1.28% of portfolio
|
Q2 2021
Reduced 6.25%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
15
shares
|
$10.8 Million
5.21% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15
shares
|
$10.8 Million
3.83% of portfolio
|
Q4 2019
New holding
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.61% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14
shares
|
$10.1 Million
0.12% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2021
Added 7.69%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2023
Reduced 70.21%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$10.1 Million
2.14% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2023
Added 7.69%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
14
shares
|
$10.1 Million
1.38% of portfolio
|
Q2 2024
Added 55.56%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.4% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
14
shares
|
$10.1 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.23% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
14
shares
|
$10.1 Million
0.66% of portfolio
|
Q1 2024
Added 366.67%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
14
shares
|
$10.1 Million
1.4% of portfolio
|
Q4 2024
Reduced 6.67%
|