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 1,135 institutions that hold shares in the stock, with a total of 415,861 shares, which have been reported (via 13F filing form) to have a value of $297 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.97% of portfolio
|
Q4 2022
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
2
shares
|
$1.43 Million
1.98% of portfolio
|
Q4 2023
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.66% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
2
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2019
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$714,869
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$714,869
0.15% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$714,869
0.23% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$714,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1
shares
|
$714,869
0.05% of portfolio
|
Q4 2024
New holding
|