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 |
|---|---|---|---|---|---|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.23% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
2
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2017
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
Reduced 99.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 84.62%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.27% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2018
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2019
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2020
Reduced 80.0%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.47% of portfolio
|
Q2 2021
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2017
New holding
|