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 |
|---|---|---|---|---|---|
|
Santa Monica Partners LP
Larchmont, NY |
Jan 30, 2025 Q4 2024 |
4
shares
|
$2.88 Million
1.47% of portfolio
|
Q1 2018
Reduced 20.0%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.31% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.32% of portfolio
|
Q1 2023
Reduced 55.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.19% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.09% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4
shares
|
$2.88 Million
0.35% of portfolio
|
Q2 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.15% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.73% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2021
Reduced 20.0%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.05% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.89% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4
shares
|
$2.88 Million
2.5% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Jan 03, 2025 Q4 2024 |
4
shares
|
$2.88 Million
2.23% of portfolio
|
Q2 2018
Added 33.33%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
4
shares
|
$2.88 Million
2.35% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
4
shares
|
$2.88 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4
shares
|
$2.88 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
4
shares
|
$2.88 Million
2.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
4
shares
|
$2.88 Million
1.71% of portfolio
|
Q1 2024
New holding
|