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 |
|---|---|---|---|---|---|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.24% of portfolio
|
Q4 2020
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.53% of portfolio
|
Q1 2019
Added 100.0%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.22% of portfolio
|
Q1 2021
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.69% of portfolio
|
Q4 2021
New holding
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.15% of portfolio
|
Q1 2022
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
2
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2017
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 84.62%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2018
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2019
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2017
New holding
|