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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$718,750
0.07% of portfolio
|
Q1 2020
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
1
shares
|
$718,750
0.13% of portfolio
|
Q1 2022
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$718,750
0.42% of portfolio
|
Q4 2019
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$718,750
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
1
shares
|
$718,750
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$718,750
0.55% of portfolio
|
Q2 2018
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1
shares
|
$718,750
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1
shares
|
$718,750
0.12% of portfolio
|
Q4 2017
Reduced 99.0%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$718,750
0.18% of portfolio
|
Q3 2023
Reduced 100.0%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$718,750
0.22% of portfolio
|
Q4 2017
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1
shares
|
$718,750
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.09% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$718,750
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q2 2015
Reduced 50.0%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1
shares
|
$718,750
0.22% of portfolio
|
Q3 2017
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$718,750
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1
shares
|
$718,750
0.2% of portfolio
|
Q2 2017
New holding
|