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 |
|---|---|---|---|---|---|
|
Epacria Capital Partners, LLC
Boulder, CO |
Feb 14, 2025 Q4 2024 |
6
shares
|
$4.31 Million
3.45% of portfolio
|
Q4 2022
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6
shares
|
$4.31 Million
0.42% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
6
shares
|
$4.31 Million
0.52% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$4.31 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Feb 11, 2025 Q4 2024 |
6
shares
|
$4.31 Million
3.1% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$4.31 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Kp Management LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
6
shares
|
$4.31 Million
1.28% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$4.31 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6
shares
|
$4.31 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5
shares
|
$3.59 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.4% of portfolio
|
Q2 2023
Reduced 37.5%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$3.59 Million
0.32% of portfolio
|
Q3 2021
Reduced 44.44%
|
|
|
Foundation Resource Management Inc
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.57% of portfolio
|
Q3 2022
Added 400.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.21% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5
shares
|
$3.59 Million
1.69% of portfolio
|
Q1 2021
Reduced 16.67%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.38% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.39% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.4% of portfolio
|
Q3 2022
Added 400.0%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.22% of portfolio
|
Q2 2018
Added 25.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
5
shares
|
$3.59 Million
0.72% of portfolio
|
Q3 2024
Reduced 50.0%
|