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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.29% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.35% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
7
shares
|
$5.03 Million
1.0% of portfolio
|
Q1 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.11% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.13% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7
shares
|
$5.03 Million
0.2% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.77% of portfolio
|
Q1 2022
Added 16.67%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.31% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.08% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.2% of portfolio
|
Q1 2023
Reduced 12.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.59% of portfolio
|
Q3 2024
Reduced 53.33%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
7
shares
|
$5.03 Million
3.55% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.59% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
7
shares
|
$5.03 Million
0.49% of portfolio
|
Q1 2023
Reduced 12.5%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
7
shares
|
$5.03 Million
3.93% of portfolio
|
Q4 2023
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
7
shares
|
$5.03 Million
5.51% of portfolio
|
Q2 2024
New holding
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
7
shares
|
$5.03 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
6
shares
|
$4.31 Million
2.72% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
6
shares
|
$4.31 Million
1.09% of portfolio
|
Q2 2018
Reduced 72.73%
|