Also trades as: BRK-B (NYSE) · $vol 2346M · BRK.TO (TSX) · $vol 3M · BRYN.DE (XETRA) · $vol 3M · BRK.NE (NEO) · $vol 1M · BRKA.VI (VIE) · BRH.DE (XETRA)
BRK-A Institutional Ownership
Berkshire Hathaway Inc.
1W: -0.5%
1M: -0.5%
3M: -0.3%
YTD: +1.4%
1Y: +1.2%
3Y: +39.1%
5Y: +80.5%
$754,790.00
+3045.00 (+0.41%)
Weekly Expected Move ±1.8%
$727147
$740936
$754724
$768512
$782301
Overview
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Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
Technicals
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — BRK-A
1,480
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$63B
Total Invested
60
New Positions
83
Increased
237
Reduced
55
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1524 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vinva Investment Management Ltd | 184,831 | $139.5B | +106,504 | +136.0% | 2Q | SEC ↗ |
| 2 | FMR LLC | 14,533 | $11.0B | -2,467 | -14.5% | 110Q | SEC ↗ |
| 3 | FIRST MANHATTAN CO. LLC. | 13,803 | $10.4B | -166 | -1.2% | 15Q | SEC ↗ |
| 4 | NORGES BANK NEW | 10,371 | $7.8B | — | +0.0% | 1Q | SEC ↗ |
| 5 | VESTOR CAPITAL, LLC NEW | 8,523 | $6.4B | — | +0.0% | 1Q | SEC ↗ |
| 6 | VISTA CAPITAL PARTNERS, INC. | 7,138 | $5.4B | +1,462 | +25.8% | 63Q | SEC ↗ |
| 7 | Lester Murray Antman dba SimplyRich | 6,560 | $5.0B | +6,558 | +327900.0% | 6Q | SEC ↗ |
| 8 | McMill Wealth Management | 6,522 | $4.9B | +6,519 | +217300.0% | 7Q | SEC ↗ |
| 9 | COLDSTREAM CAPITAL MANAGEMENT INC | 6,044 | $4.6B | +6,038 | +100633.3% | 6Q | SEC ↗ |
| 10 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW | 2,516 | $1.9B | — | +0.0% | 1Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,056 | $1.6B | +3 | +0.1% | 2Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 1,946 | $1.5B | -60 | -3.0% | 26Q | SEC ↗ |
| 13 | GARDNER RUSSO & QUINN LLC | 1,432 | $1.1B | -28 | -1.9% | 81Q | SEC ↗ |
| 14 | EVERETT HARRIS & CO /CA | 1,417 | $1.1B | +2 | +0.1% | 110Q | SEC ↗ |
| 15 | VANGUARD CAPITAL MANAGEMENT LLC | 1,378 | $1.0B | -1 | -0.1% | 2Q | SEC ↗ |
| 16 | Hikari Tsushin, Inc. | 1,127 | $851M | — | +0.0% | 19Q | SEC ↗ |
| 17 | Markel Group Inc. | 1,114 | $841M | — | +0.0% | 75Q | SEC ↗ |
| 18 | Paralel Advisors LLC | 1,028 | $776M | — | +0.0% | 19Q | SEC ↗ |
| 19 | PNC Financial Services Group, Inc. | 957 | $722M | -27 | -2.7% | 15Q | SEC ↗ |
| 20 | Davis Selected Advisers | 868 | $655M | -55 | -6.0% | 84Q | SEC ↗ |
| 21 | US BANCORP \DE | 861 | $650M | — | +0.0% | 101Q | SEC ↗ |
| 22 | Graham Holdings Co Master Retirement T | 829 | $626M | — | +0.0% | 19Q | SEC ↗ |
| 23 | MORGAN STANLEY | 812 | $613M | +57 | +7.5% | 60Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 750 | $566M | +6 | +0.8% | 15Q | SEC ↗ |
| 25 | WELLCOME TRUST LTD (THE) as trustee of | 700 | $528M | — | +0.0% | 48Q | SEC ↗ |
| 26 | Hikari Power Ltd | 693 | $523M | -66 | -8.7% | 50Q | SEC ↗ |
| 27 | S&G Foundation | 665 | $502M | — | +0.0% | 2Q | SEC ↗ |
| 28 | Fiduciary Trust Co | 643 | $485M | — | +0.0% | 16Q | SEC ↗ |
| 29 | California Public Employees Retirement | 592 | $447M | -35 | -5.6% | 82Q | SEC ↗ |
| 30 | STATE OF WISCONSIN INVESTMENT BOARD | 569 | $429M | -61 | -9.7% | 8Q | SEC ↗ |
| 31 | First Eagle Investment Management, LLC | 565 | $426M | — | +0.0% | 81Q | SEC ↗ |
| 32 | Baldwin Investment Management, LLC | 555 | $419M | — | +0.0% | 6Q | SEC ↗ |
| 33 | Fayez Sarofim & Co | 491 | $371M | +126 | +34.5% | 51Q | SEC ↗ |
| 34 | Davis Asset Management, L.P. | 486 | $367M | +11 | +2.3% | 16Q | SEC ↗ |
| 35 | BlackRock, Inc. | 447 | $337M | -20 | -4.3% | 8Q | SEC ↗ |
| 36 | Graham Holdings Co | 422 | $319M | — | +0.0% | 15Q | SEC ↗ |
| 37 | Mawer Investment Management Ltd. | 415 | $313M | -94 | -18.5% | 6Q | SEC ↗ |
| 38 | VANGUARD ASSET MANAGEMENT, Ltd | 415 | $313M | +40 | +10.7% | 2Q | SEC ↗ |
| 39 | Capital World Investors NEW | 408 | $308M | — | +0.0% | 1Q | SEC ↗ |
| 40 | BANK OF MONTREAL /CAN | 405 | $306M | -4 | -1.0% | 53Q | SEC ↗ |
| 41 | Mariner, LLC | 369 | $279M | +19 | +5.4% | 16Q | SEC ↗ |
| 42 | UBS Group AG | 365 | $275M | +30 | +9.0% | 21Q | SEC ↗ |
| 43 | Legal & General Group Plc | 323 | $244M | -9 | -2.7% | 27Q | SEC ↗ |
| 44 | BRIDGES INVESTMENT MANAGEMENT INC | 318 | $240M | -19 | -5.6% | 103Q | SEC ↗ |
| 45 | Pathstone Holdings, LLC | 309 | $233M | +24 | +8.4% | 11Q | SEC ↗ |
| 46 | ALLEN HOLDING INC /NY | 294 | $222M | -2 | -0.7% | 103Q | SEC ↗ |
| 47 | Virtu Financial LLC | 291 | $220M | +57 | +24.4% | 8Q | SEC ↗ |
| 48 | Canton Hathaway, LLC | 283 | $214M | -7 | -2.4% | 32Q | SEC ↗ |
| 49 | ARMSTRONG HENRY H ASSOCIATES INC | 270 | $204M | -4 | -1.5% | 93Q | SEC ↗ |
| 50 | STATE STREET CORP | 268 | $202M | -16 | -5.6% | 43Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 10,371 | $7.8B |
| VESTOR CAPITAL, LLC | 8,523 | $6.4B |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 2,516 | $1.9B |
| Capital World Investors | 408 | $308M |
| Sixth Street Partners Management Co | 74 | $56M |
| HRT FINANCIAL LP | 57 | $43M |
| Bank Julius Baer & Co. Ltd, Zurich | 40 | $30M |
| CITADEL ADVISORS LLC | 39 | $29M |
| Axxion S.A. | 19 | $14M |
| J.W. COLE ADVISORS, INC. | 14 | $11M |
| Bluespring Wealth Management, LLC | 8 | $6M |
| Limestone Investment Advisors LP | 7 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 7 | $5M |
| Trailhead Planners LLC | 6 | $5M |
| WEDBUSH SECURITIES INC | 6 | $5M |
| OceanIQ Capital, LLC | 5 | $4M |
| Payne Capital Management, LLC | 5 | $4M |
| GATEWAY INVESTMENT ADVISERS LLC | 4 | $3M |
| Core Capital Management & Research, | 4 | $3M |
| Curbstone Financial Management Corp | 4 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 368,452 | $278.1B |
| 360 Financial, Inc. | 3,451 | $2.6B |
| Clear Point Advisors Inc. | 1,480 | $1.1B |
| Value Investment Professionals, LLC | 954 | $720M |
| EAGLE HARBOR ASSET MANAGEMENT INC / | 879 | $663M |
| Capital Research Global Investors | 230 | $174M |
| HOLLENCREST CAPITAL MANAGEMENT | 95 | $72M |
| CONNABLE OFFICE INC | 26 | $20M |
| BANQUE PICTET & CIE SA | 16 | $12M |
| B&D White Capital Company, LLC | 14 | $11M |
| Bellecapital International Ltd. | 12 | $9M |
| Naman Capital Ltda | 10 | $8M |
| SANDERS MORRIS HARRIS LLC | 9 | $7M |
| EVOKE WEALTH, LLC | 8 | $6M |
| FIL Ltd | 8 | $6M |
| LeClair Wealth Partners LLC | 8 | $6M |
| Bradyco, Inc. | 7 | $5M |
| Hunter Perkins Capital Management, | 6 | $5M |
| SEGALL BRYANT & HAMILL, LLC | 6 | $5M |
| Fiera Capital Corp | 5 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vinva Investment Management Ltd | +106,504 | +136.0% | 184,831 |
| Lester Murray Antman dba SimplyRich | +6,558 | +327900.0% | 6,560 |
| McMill Wealth Management | +6,519 | +217300.0% | 6,522 |
| COLDSTREAM CAPITAL MANAGEMENT INC | +6,038 | +100633.3% | 6,044 |
| VISTA CAPITAL PARTNERS, INC. | +1,462 | +25.8% | 7,138 |
| Fayez Sarofim & Co | +126 | +34.5% | 491 |
| Quantinno Capital Management LP | +80 | +64.0% | 205 |
| IMC-Chicago, LLC | +58 | +5800.0% | 59 |
| MORGAN STANLEY | +57 | +7.5% | 812 |
| Virtu Financial LLC | +57 | +24.4% | 291 |
| NEUBERGER BERMAN GROUP LLC | +41 | +22.4% | 224 |
| VANGUARD ASSET MANAGEMENT, Ltd | +40 | +10.7% | 415 |
| UBS Group AG | +30 | +9.0% | 365 |
| Qube Research & Technologies Ltd | +29 | +31.9% | 120 |
| Pathstone Holdings, LLC | +24 | +8.4% | 309 |
| WHITTIER TRUST CO | +20 | +42.6% | 67 |
| Mariner, LLC | +19 | +5.4% | 369 |
| Oslo Pensjonsforsikring AS | +14 | +35.0% | 54 |
| EP Wealth Advisors, LLC | +14 | +48.3% | 43 |
| M&T Bank Corp | +14 | +66.7% | 35 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LM Advisors LLC | -7,172 | -99.9% | 9 |
| FMR LLC | -2,467 | -14.5% | 14,533 |
| Clearbridge Investments, LLC | -170 | -56.5% | 131 |
| FIRST MANHATTAN CO. LLC. | -166 | -1.2% | 13,803 |
| Mawer Investment Management Ltd. | -94 | -18.5% | 415 |
| NORTHERN TRUST CORP | -92 | -31.2% | 203 |
| SG Americas Securities, LLC | -84 | -70.6% | 35 |
| Hikari Power Ltd | -66 | -8.7% | 693 |
| STATE OF WISCONSIN INVESTMENT BOARD | -61 | -9.7% | 569 |
| HighTower Advisors, LLC | -60 | -3.0% | 1,946 |
| Corient Private Wealth LP | -59 | -26.9% | 160 |
| Davis Selected Advisers | -55 | -6.0% | 868 |
| Aberdeen Group plc | -42 | -82.4% | 9 |
| FLOW TRADERS U.S. LLC | -39 | -73.6% | 14 |
| California Public Employees Retirem | -35 | -5.6% | 592 |
| Bank of New York Mellon Corp | -33 | -11.8% | 247 |
| GARDNER RUSSO & QUINN LLC | -28 | -1.9% | 1,432 |
| PNC Financial Services Group, Inc. | -27 | -2.7% | 957 |
| Private Wealth Asset Management, LL | -20 | -95.2% | 1 |
| BlackRock, Inc. | -20 | -4.3% | 447 |