Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Berkshire Hathaway Inc (BRK.A)  
$599,500.00 6,000.00 (0.99%) as of 4:30 Tue 4/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1023    2
Total shares held : 
151,776  
% of shares held : 
2.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -44  
Amount of shares held : 
-5,448  
% of shares held change : 
  -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$527,960.00  
Last Quarter's Ending Price : 
$542,625.00  
Last Quarter's Average Price
$533,852.00  
Change from last quarter's     
avg. price to the last closing  : 
65,648.00 (12.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 6,666
 4.39%
 
Increased Positions :
91
 7,954
 5.24%
 
Unchanged Positions :
763
 82,576
 54.41%
 
Decreased Positions :
137
-17,394
-11.46%
 
Closed Positions :
30
-2,674
-1.76%
 
Guru Positions :
6
670
 0.44%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CI Private Wealth LLC 3 - 2023-12-31 3,746 $2,032,673,000 -98
   GARDNER RUSSO & GARDNER 1 - 2023-12-31 2,417 $1,311,525,000 -65
   HIGHTOWER ADVISORS, LLC 3 - 2023-12-31 1,993 $1,081,461,000 -2
   DAVIS SELECTED ADVISERS 5 - 2023-12-31 1,883 $1,021,763,000 -93
   EVERETT HARRIS & CO /CA/ 1 - 2024-03-31 1,417 $899,001,000 -3
   PNC FINANCIAL SERVICES GROUP INC 35 - 2023-12-31 1,255 $680,994,000 -25
   MORGAN STANLEY 309 - 2023-12-31 1,176 $638,127,000 -12
   US BANCORP 24 - 2023-12-31 999 $542,082,000 -21
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 30 - 2023-12-31 922 $500,300,000 -7
   BLACKROCK INC. 1042 - 2023-12-31 877 $475,882,000 -2
   BANK OF AMERICA CORP /DE/ 328 - 2023-12-31 851 $461,774,000 -21
   TWEEDY BROWNE CO LLC -- Notable Guru -- 1 - 2023-12-31 662 $359,218,000 -5
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 78 - 2023-12-31 651 $353,249,000 -27
   BALDWIN INVESTMENT MANAGEMENT LLC 1 - 2023-12-31 566 $307,126,000 -1
   LEGAL & GENERAL GROUP PLC 277 - 2023-12-31 554 $300,614,000 -15
   FAYEZ SAROFIM & CO 43 - 2023-12-31 377 $225,857,000 -12
   COLONY GROUP LLC 3 - 2023-09-30 406 $215,780,000 -1
   ARMSTRONG HENRY H ASSOCIATES INC 2 - 2024-03-31 331 $210,000,000 -2
   ALLEN HOLDING INC /NY 2 - 2023-12-31 373 $202,399,000 -2
   BRIDGES INVESTMENT MANAGEMENT INC 1 - 2024-03-31 311 $197,311,000 -18
   STATE STREET CORP 927 - 2023-12-31 321 $174,183,000 -10
   ROYAL BANK OF CANADA 336 - 2023-12-31 316 $171,470,000 -6
   UMB BANK N A/MO 5 - 2024-03-31 265 $168,127,000 -297
   VONTOBEL ASSET MANAGEMENT INC 32 - 2023-12-31 271 $157,424,000 -46
   Canton Hathaway LLC 1 - 2023-12-31 286 $155,191,000 -2
   TIMUCUAN ASSET MANAGEMENT INC/FL 11 - 2023-12-31 277 $150,307,000 -5
   Nordwand Advisors LLC 1 - 2023-12-31 269 $145,966,000 -152
   BROWN ADVISORY HOLDINGS INC 117 - 2024-03-31 184 $116,737,000 -21
   Rede Wealth LLC 1 - 2023-12-31 214 $116,122,000 -2
   RENAISSANCE TECHNOLOGIES LLC 125 - 2023-12-31 205 $111,238,000 -958
   Ruane Cunniff & Goldfarb L.P. 16 - 2023-12-31 168 $91,161,000 -2
   BANK OF MONTREAL /CAN/ 289 - 2023-12-31 162 $89,764,000 -24
   BURGUNDY ASSET MANAGEMENT LTD. 45 - 2023-12-31 164 $88,991,000 -1
   GABELLI FUNDS LLC 21 - 2023-12-31 164 $88,991,000 -6
   WELLS FARGO & CO/MN 485 - 2023-12-31 161 $87,243,000 -29
   COMMONWEALTH EQUITY SERVICES LLC. 131 - 2023-12-31 160 $86,820,000 -1
   RAYMOND JAMES & ASSOCIATES 288 - 2024-03-31 136 $86,284,000 -3
   Auto-Owners Insurance Co 8 - 2023-12-31 156 $84,650,000 -6
   HSBC HOLDINGS PLC 272 - 2023-12-31 152 $82,479,000 -21
   HARTLINE INVESTMENT CORP/ 1 - 2023-12-31 142 $77,053,000 -11
   UBS Group AG 531 - 2023-12-31 133 $72,169,000 -1
   STIFEL FINANCIAL CORP 220 - 2023-12-31 133 $72,169,000 -6
   NEUBERGER BERMAN GROUP LLC 346 - 2023-12-31 131 $71,084,000 -2
   SEMPER AUGUSTUS INVESTMENTS GROUP LLC 2 - 2023-12-31 125 $67,828,000 -4
   FRANKLIN RESOURCES INC 481 - 2023-12-31 93 $50,464,000 -1
   CAMBRIDGE TRUST CO 11 - 2023-12-31 83 $45,038,000 -2
   I.G.Y. Ltd 3 - 2023-12-31 83 $45,038,000 -2
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 68 $36,899,000 -11
   TIAA FSB 88 - 2023-06-30 71 $36,765,000 -32
   LPL FINANCIAL CORP 645 - 2023-12-31 62 $33,643,000 -9
   FARMERS & MERCHANTS INVESTMENTS INC 15 - 2024-03-31 53 $33,625,000 -5
   Advisor Group Holdings Inc. 311 - 2023-12-31 61 $33,100,000 -7
   VICTORY CAPITAL MANAGEMENT INC 575 - 2023-12-31 60 $32,558,000 -73
   Cresset Asset Management LLC 81 - 2023-12-31 55 $29,844,000 -5
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 235 - 2023-09-30 52 $27,637,000 -10
   SOUTHEAST ASSET ADVISORS INC. 6 - 2023-12-31 47 $25,503,000 -5
   Blacksheep Fund Management Ltd 3 - 2023-12-31 47 $25,503,000 -34
   GLENMEDE TRUST CO NA 164 - 2023-12-31 47 $25,503,000 -2
   GAMCO INVESTORS INC ET AL 105 - 2023-12-31 44 $23,876,000 -2
   Soditic Asset Management LLP 3 - 2023-12-31 44 $23,876,000 -3
   MARINER WEALTH ADVISORS, LLC 287 - 2023-12-31 41 $22,248,000 -4
   WHITTIER TRUST CO OF NEVADA INC 31 - 2023-12-31 40 $21,705,000 -1
   HENNESSY ADVISORS INC 37 - 2024-03-31 34 $21,571,000 -8
   BESSEMER GROUP INC 218 - 2023-12-31 39 $21,162,000 -4
   JANNEY MONTGOMERY SCOTT LLC 289 - 2023-12-31 38 $20,799,000 -2
   CHECK CAPITAL MANAGEMENT INC/CA 12 - 2024-03-31 30 $19,033,000 -9
   BARR E S & CO 23 - 2023-12-31 35 $18,992,000 -2
   GLUSKIN SHEFF & ASSOC INC 12 - 2023-12-31 35 $18,992,000 -5
   SHELTER MUTUAL INSURANCE CO 1 - 2023-12-31 34 $18,449,000 -4
   ALLIANCEBERNSTEIN L.P. 938 - 2023-12-31 31 $16,821,000 -1
   FIFTH THIRD BANCORP 199 - 2024-03-31 25 $15,861,000 -1
   PRIVATE MANAGEMENT GROUP INC 81 - 2023-12-31 25 $13,566,000 -1
   AQR CAPITAL MANAGEMENT LLC 614 - 2023-12-31 24 $13,023,000 -1
   BP WEALTH MANAGEMENT LLC 89 - 2023-12-31 22 $11,938,000 -6
   CULLEN FROST BANKERS INC 129 - 2023-12-31 22 $11,938,000 -2
   PFG FINANCIAL ADVISORS 22 - 2024-03-31 18 $11,420,000 -1
   AMERICA FIRST INVESTMENT ADVISORS LLC 19 - 2024-03-31 18 $11,420,000 -4
   CPA Asset Management LLC 5 - 2023-12-31 16 $8,682,000 -1,584
   CLOUGH CAPITAL PARTNERS L P 34 - 2023-12-31 15 $8,139,000 -2
   WALLACE CAPITAL MANAGEMENT INC. 19 - 2023-12-31 15 $8,139,000 -2
   BARTLETT & CO. LLC 114 - 2023-12-31 14 $7,630,000 -6,286
   BARTLETT & CO. WEALTH MANAGEMENT LLC 114 - 2023-12-31 14 $7,630,000 -6,286
   PUZO MICHAEL J 24 - 2023-12-31 13 $7,054,000 -1
   JANUS HENDERSON GROUP PLC 726 - 2023-12-31 13 $7,051,000 -1
   WAFRA INVESTMENT ADVISORY GROUP INC /NY 53 - 2023-12-31 11 $5,969,000 -87
   U.S. Capital Wealth Advisors LLC 110 - 2023-12-31 10 $5,426,000 -3
   WAYNE HUMMER INVESTMENTS L.L.C. 33 - 2023-12-31 10 $5,426,000 -2
   WASHINGTON TRUST BANK 58 - 2023-12-31 10 $5,426,000 -20
   FIDUCIARY TRUST CO 143 - 2023-12-31 10 $5,426,000 -2
   FINANCIAL COUNSELORS INC - 2023-12-31 10 $5,426,000 -2
   MERCER GLOBAL ADVISORS INC /ADV 445 - 2023-12-31 10 $5,426,000 -1
   Sage Mountain Advisors LLC 28 - 2024-03-31 8 $5,076,000 -1
   Venture Visionary Partners LLC 93 - 2023-12-31 9 $4,884,000 -2
   JANE STREET GROUP LLC 1601 - 2023-12-31 8 $4,341,000 -14
   Green Square Asset Management LLC 45 - 2023-12-31 8 $4,341,000 -8
   SITTNER & NELSON LLC 4 - 2023-12-31 8 $4,341,000 -1
   Y-Intercept (Hong Kong) Ltd 37 - 2023-12-31 7 $3,798,000 -2
   Atria Wealth Solutions Inc. 377 - 2023-12-31 7 $3,798,000 -9
   MCCORMACK ADVISORS INTERNATIONAL 217 - 2023-12-31 7 $3,798,000 -1
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 6 $3,256,000 -1

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results