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 |
|---|---|---|---|---|---|
|
Foundation Resource Management Inc
|
Oct 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.56% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.14% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5
shares
|
$3.78 Million
1.11% of portfolio
|
Q1 2021
Reduced 16.67%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.44% of portfolio
|
Q3 2022
Added 400.0%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.05% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.42% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.68% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
5
shares
|
$3.78 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$3.78 Million
0.13% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$3.78 Million
1.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.17% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.29% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.23% of portfolio
|
Q1 2022
Reduced 99.97%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|