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 |
|---|---|---|---|---|---|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
9
shares
|
$6.47 Million
1.69% of portfolio
|
Q2 2020
Reduced 43.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9
shares
|
$6.47 Million
0.23% of portfolio
|
Q2 2022
Added 12.5%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.23% of portfolio
|
Q2 2022
Reduced 10.0%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
9
shares
|
$6.47 Million
2.28% of portfolio
|
Q1 2020
Reduced 10.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.09% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.22% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9
shares
|
$6.47 Million
0.06% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.37% of portfolio
|
Q4 2022
Reduced 10.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9
shares
|
$6.47 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9
shares
|
$6.47 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.48% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.32% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.13% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.4% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.08% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.41% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.53% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$5.75 Million
3.1% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.09% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
8
shares
|
$5.75 Million
0.11% of portfolio
|
Q1 2022
Reduced 11.11%
|