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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
34
shares
|
$24.4 Million
0.82% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
33
shares
|
$23.7 Million
0.62% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
33
shares
|
$23.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
33
shares
|
$23.7 Million
5.79% of portfolio
|
Q4 2023
Added 3.13%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
33
shares
|
$23.7 Million
13.53% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32
shares
|
$23 Million
0.49% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
32
shares
|
$23 Million
0.05% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
32
shares
|
$23 Million
0.46% of portfolio
|
Q4 2021
Reduced 5.88%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
32
shares
|
$23 Million
10.71% of portfolio
|
Q2 2023
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
31
shares
|
$22.3 Million
0.64% of portfolio
|
Q2 2024
Added 342.86%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$21.6 Million
2.36% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$21.6 Million
0.68% of portfolio
|
Q1 2024
Reduced 23.08%
|
|
|
Guy Spier
Aquamarine Capital Management, LLC
|
Aug 02, 2022 Q2 2022 |
30
shares
|
$21.6 Million
7.21% of portfolio
|
Q2 2017
New holding
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$21.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30
shares
|
$21.6 Million
0.04% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
7 G Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30
shares
|
$21.6 Million
18.65% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
30
shares
|
$21.6 Million
3.26% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30
shares
|
$21.6 Million
0.25% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
30
shares
|
$21.6 Million
0.72% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Aquamarine Zurich Ag
Zurich, V8 |
Jan 24, 2025 Q4 2024 |
30
shares
|
$21.6 Million
7.1% of portfolio
|
Q3 2022
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
28
shares
|
$20.1 Million
5.59% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28
shares
|
$20.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
28
shares
|
$20.1 Million
6.32% of portfolio
|
Q3 2021
Added 3.7%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
27
shares
|
$19.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
27
shares
|
$19.4 Million
0.02% of portfolio
|
Q2 2024
Added 12.5%
|