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 1,509 institutions that hold shares in the stock, with a total of 77,205 shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
15
shares
|
$11.3 Million
1.24% of portfolio
|
Q2 2021
Reduced 6.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
15
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
15
shares
|
$11.3 Million
0.05% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
15
shares
|
$11.3 Million
6.11% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
15
shares
|
$11.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
15
shares
|
$11.3 Million
3.97% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
15
shares
|
$11.3 Million
2.99% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
15
shares
|
$11.3 Million
0.37% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
15
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
14
shares
|
$10.6 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.26% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
14
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.15% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
14
shares
|
$10.6 Million
2.2% of portfolio
|
Q4 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
14
shares
|
$10.6 Million
1.34% of portfolio
|
Q2 2024
Added 55.56%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.38% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14
shares
|
$10.6 Million
4.47% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
14
shares
|
$10.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
14
shares
|
$10.6 Million
1.36% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
14
shares
|
$10.6 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
14
shares
|
$10.6 Million
0.62% of portfolio
|
Q1 2021
Added 7.14%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14
shares
|
$10.6 Million
0.3% of portfolio
|
Q3 2023
Added 100.0%
|
|