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 |
|---|---|---|---|---|---|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1
shares
|
$718,750
0.05% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1
shares
|
$718,750
0.5% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.28% of portfolio
|
Q3 2019
Reduced 99.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.07% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
1
shares
|
$718,750
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.06% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1
shares
|
$718,750
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
1
shares
|
$718,750
0.21% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$718,750
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
1
shares
|
$718,750
0.02% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
1
shares
|
$718,750
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1
shares
|
$718,750
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
1
shares
|
$718,750
0.24% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1
shares
|
$718,750
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
1
shares
|
$718,750
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1
shares
|
$718,750
0.04% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
1
shares
|
$718,750
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
1
shares
|
$718,750
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
1
shares
|
$718,750
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1
shares
|
$718,750
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
1
shares
|
$718,750
0.41% of portfolio
|
Q2 2024
Reduced 66.67%
|