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 77,160 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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
9
shares
|
$6.8 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
9
shares
|
$6.8 Million
6.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
9
shares
|
$6.8 Million
0.16% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9
shares
|
$6.8 Million
4.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
9
shares
|
$6.8 Million
1.7% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.43% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
8
shares
|
$6.04 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$6.04 Million
1.7% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.12% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.19% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
8
shares
|
$6.04 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
8
shares
|
$6.04 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.11% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.06% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.11% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8
shares
|
$6.04 Million
0.29% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.12% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8
shares
|
$6.04 Million
0.2% of portfolio
|
Q3 2022
Reduced 11.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.04% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
2.28% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.15% of portfolio
|
Q3 2025
Added 100.0%
|
|