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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.11% of portfolio
|
Q4 2019
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2
shares
|
$1.44 Million
0.89% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2
shares
|
$1.44 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.44 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.33% of portfolio
|
Q3 2021
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2020
Reduced 33.33%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.53% of portfolio
|
Q4 2020
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.47% of portfolio
|
Q3 2017
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.58% of portfolio
|
Q4 2019
Reduced 33.33%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.54% of portfolio
|
Q4 2019
Added 100.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2021
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.76%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2019
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2
shares
|
$1.44 Million
0.33% of portfolio
|
Q3 2017
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.24% of portfolio
|
Q2 2024
New holding
|