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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
6
shares
|
$4.53 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.5% of portfolio
|
Q4 2017
Reduced 53.85%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
6
shares
|
$4.53 Million
1.28% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.14% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.18% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6
shares
|
$4.53 Million
0.07% of portfolio
|
Q2 2021
Reduced 40.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
6
shares
|
$4.53 Million
0.49% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.36% of portfolio
|
Q4 2024
Reduced 98.8%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.22% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
6
shares
|
$4.53 Million
0.15% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
6
shares
|
$4.53 Million
3.67% of portfolio
|
Q4 2022
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
6
shares
|
$4.53 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6
shares
|
$4.53 Million
1.63% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
6
shares
|
$4.53 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Kp Management LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
6
shares
|
$4.53 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$4.53 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$4.53 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
6
shares
|
$4.53 Million
0.64% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5
shares
|
$3.78 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
5
shares
|
$3.78 Million
2.21% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
5
shares
|
$3.78 Million
0.32% of portfolio
|
Q3 2021
Reduced 44.44%
|
|