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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.33% of portfolio
|
Q2 2017
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.38% of portfolio
|
Q4 2019
Added 33.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.09% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.7% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4
shares
|
$2.82 Million
1.74% of portfolio
|
Q4 2021
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$2.82 Million
1.04% of portfolio
|
Q4 2020
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4
shares
|
$2.82 Million
1.54% of portfolio
|
Q4 2021
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
University Of Maryland Foundation, Inc.
|
Nov 05, 2024 Q3 2024 |
4
shares
|
$2.82 Million
1.96% of portfolio
|
Q3 2023
Reduced 84.0%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.6% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.08% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$2.82 Million
1.21% of portfolio
|
Q1 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.09% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.21% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4
shares
|
$2.82 Million
0.12% of portfolio
|
Q4 2021
Reduced 20.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2023
Added 100.0%
|