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 |
|---|---|---|---|---|---|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
5
shares
|
$3.78 Million
1.4% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.24% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5
shares
|
$3.78 Million
0.1% of portfolio
|
Q4 2020
Added 400.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.4% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Nov 10, 2025 Q3 2025 |
5
shares
|
$3.78 Million
2.44% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
5
shares
|
$3.78 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5
shares
|
$3.78 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$3.78 Million
2.63% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
5
shares
|
$3.78 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
5
shares
|
$3.78 Million
2.41% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
4
shares
|
$3.02 Million
2.17% of portfolio
|
Q1 2019
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4
shares
|
$3.02 Million
0.62% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.31% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
4
shares
|
$3.02 Million
0.59% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
4
shares
|
$3.02 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|