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 1,167 institutions that hold shares in the stock, with a total of 427,071 shares, which have been reported (via 13F filing form) to have a value of $337 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
22
shares
|
$17.4 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
22
shares
|
$17.4 Million
1.54% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
22
shares
|
$17.4 Million
0.61% of portfolio
|
Q1 2020
Reduced 4.35%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
22
shares
|
$17.4 Million
16.4% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
22
shares
|
$17.4 Million
2.37% of portfolio
|
Q1 2023
Reduced 18.52%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
22
shares
|
$17.4 Million
1.96% of portfolio
|
Q2 2017
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22
shares
|
$17.4 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
22
shares
|
$17.4 Million
10.8% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
21
shares
|
$16.6 Million
4.85% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
21
shares
|
$16.6 Million
0.71% of portfolio
|
Q1 2022
Added 5.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
21
shares
|
$16.6 Million
3.11% of portfolio
|
Q2 2020
Added 600.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
21
shares
|
$16.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 48.78%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
20
shares
|
$15.8 Million
1.18% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$15.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
20
shares
|
$15.8 Million
2.82% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
20
shares
|
$15.8 Million
11.25% of portfolio
|
Q3 2017
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$15.8 Million
2.86% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20
shares
|
$15.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
20
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
20
shares
|
$15.8 Million
4.1% of portfolio
|
Q2 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
20
shares
|
$15.8 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
19
shares
|
$15 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
19
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19
shares
|
$15 Million
0.78% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19
shares
|
$15 Million
0.03% of portfolio
|
Q4 2024
Added 5.56%
|