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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.99% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.14% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
8
shares
|
$6.04 Million
0.59% of portfolio
|
Q1 2022
Reduced 20.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
8
shares
|
$6.04 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.42% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
8
shares
|
$6.04 Million
1.32% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
8
shares
|
$6.04 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
8
shares
|
$6.04 Million
2.82% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
8
shares
|
$6.04 Million
0.56% of portfolio
|
Q4 2019
Reduced 25.0%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7
shares
|
$5.29 Million
3.4% of portfolio
|
Q2 2024
Reduced 56.25%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7
shares
|
$5.29 Million
0.19% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
7
shares
|
$5.29 Million
0.49% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
7
shares
|
$5.29 Million
2.65% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7
shares
|
$5.29 Million
1.64% of portfolio
|
Q4 2021
Added 16.67%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.88% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7
shares
|
$5.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7
shares
|
$5.29 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.5%
|
|