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 1,132 institutions that hold shares in the stock, with a total of 119,087 shares, which have been reported (via 13F filing form) to have a value of $84.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
2
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.27% of portfolio
|
Q4 2017
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.59% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.43 Million
0.42% of portfolio
|
Q4 2021
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.31% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.6% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.37% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2019
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2
shares
|
$1.43 Million
0.89% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2021
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2020
Reduced 33.33%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.53% of portfolio
|
Q4 2020
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2017
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.58% of portfolio
|
Q4 2019
Reduced 33.33%
|