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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
11
shares
|
$8.31 Million
0.39% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
11
shares
|
$8.31 Million
0.31% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
11
shares
|
$8.31 Million
3.99% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
11
shares
|
$8.31 Million
0.55% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
11
shares
|
$8.31 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11
shares
|
$8.31 Million
0.12% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.18% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
10
shares
|
$7.55 Million
0.1% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
10
shares
|
$7.55 Million
0.13% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10
shares
|
$7.55 Million
0.09% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.78% of portfolio
|
Q3 2021
Reduced 99.0%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
10
shares
|
$7.55 Million
2.08% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.44% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
10
shares
|
$7.55 Million
1.85% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.09% of portfolio
|
Q4 2019
Reduced 16.67%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.48% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
10
shares
|
$7.55 Million
3.93% of portfolio
|
Q1 2023
Added 11.11%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.01% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
10
shares
|
$7.55 Million
1.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10
shares
|
$7.55 Million
1.04% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10
shares
|
$7.55 Million
0.05% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10
shares
|
$7.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
10
shares
|
$7.55 Million
1.29% of portfolio
|
Q3 2017
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10
shares
|
$7.55 Million
0.16% of portfolio
|
Q4 2023
Added 11.11%
|
|