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 1,121 institutions that hold shares in the stock, with a total of 119,141 shares, which have been reported (via 13F filing form) to have a value of $84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.22% of portfolio
|
Q2 2018
Added 25.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.03% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.73% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$3.52 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.31% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.27% of portfolio
|
Q1 2022
Reduced 99.97%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.52 Million
1.21% of portfolio
|
Q4 2020
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5
shares
|
$3.52 Million
2.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.27% of portfolio
|
Q2 2020
Reduced 99.78%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.66% of portfolio
|
Q3 2023
Added 150.0%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
5
shares
|
$3.52 Million
1.86% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.88% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
5
shares
|
$3.52 Million
1.96% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$3.52 Million
1.44% of portfolio
|
Q4 2021
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5
shares
|
$3.52 Million
0.13% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.63% of portfolio
|
Q3 2017
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$3.52 Million
0.19% of portfolio
|
Q1 2021
Reduced 16.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5
shares
|
$3.52 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.67%
|