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 1,118 institutions that hold shares in the stock, with a total of 108,902 shares, which have been reported (via 13F filing form) to have a value of $75.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
13
shares
|
$9.03 Million
3.65% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13
shares
|
$9.03 Million
0.13% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
13
shares
|
$9.03 Million
0.12% of portfolio
|
Q1 2024
Added 85.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13
shares
|
$9.03 Million
1.55% of portfolio
|
Q2 2022
Added 30.0%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
13
shares
|
$9.03 Million
2.89% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13
shares
|
$9.03 Million
0.13% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$8.34 Million
2.21% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$8.34 Million
2.88% of portfolio
|
Q1 2019
Reduced 7.69%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$8.34 Million
2.24% of portfolio
|
Q4 2018
New holding
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$8.34 Million
0.56% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$8.34 Million
0.04% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
12
shares
|
$8.34 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12
shares
|
$8.34 Million
0.24% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
12
shares
|
$8.34 Million
5.01% of portfolio
|
Q2 2023
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$7.64 Million
0.1% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$7.64 Million
0.44% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
11
shares
|
$7.64 Million
3.27% of portfolio
|
Q3 2018
Added 266.67%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.64 Million
2.82% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$7.64 Million
0.15% of portfolio
|
Q3 2024
Reduced 62.07%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.64 Million
3.42% of portfolio
|
Q3 2019
Reduced 15.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11
shares
|
$7.64 Million
0.06% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
11
shares
|
$7.64 Million
4.76% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
11
shares
|
$7.64 Million
1.71% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11
shares
|
$7.64 Million
0.36% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2024
Added 10.0%
|