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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
4
shares
|
$2.82 Million
2.25% of portfolio
|
Q4 2023
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
4
shares
|
$2.82 Million
1.71% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4
shares
|
$2.82 Million
1.96% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.53% of portfolio
|
Q2 2021
New holding
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.41% of portfolio
|
Q2 2024
Reduced 70.0%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.65% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
3
shares
|
$2.11 Million
0.47% of portfolio
|
Q1 2021
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
3
shares
|
$2.11 Million
0.24% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$2.11 Million
1.78% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.22% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
3
shares
|
$2.11 Million
1.12% of portfolio
|
Q4 2019
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.46% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2019
Added 200.0%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$2.11 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.1% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.19% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.14% of portfolio
|
Q2 2024
Added 200.0%
|