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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2017
Reduced 33.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3
shares
|
$2.11 Million
1.64% of portfolio
|
Q2 2023
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.05% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3
shares
|
$2.11 Million
1.9% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
3
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3
shares
|
$2.11 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3
shares
|
$2.11 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2021
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.31% of portfolio
|
Q1 2018
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.71% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
2
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2
shares
|
$1.41 Million
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.59% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.41 Million
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.41 Million
0.42% of portfolio
|
Q4 2021
New holding
|