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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
1
shares
|
$718,750
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1
shares
|
$718,750
0.32% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1
shares
|
$718,750
0.06% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
1
shares
|
$718,750
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$718,750
0.77% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1
shares
|
$718,750
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1
shares
|
$718,750
0.28% of portfolio
|
Q1 2021
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$718,750
0.29% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1
shares
|
$718,750
0.25% of portfolio
|
Q3 2020
New holding
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
1
shares
|
$718,750
0.29% of portfolio
|
Q2 2021
Reduced 99.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1
shares
|
$718,750
0.03% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$718,750
0.4% of portfolio
|
Q1 2021
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1
shares
|
$718,750
0.05% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q1 2023
Reduced 92.86%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1
shares
|
$718,750
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1
shares
|
$718,750
0.04% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$718,750
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1
shares
|
$718,750
0.11% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1
shares
|
$718,750
0.05% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q4 2020
New holding
|