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 |
|---|---|---|---|---|---|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
4
shares
|
$3.02 Million
1.04% of portfolio
|
Q4 2020
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4
shares
|
$3.02 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.75% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$3.02 Million
1.62% of portfolio
|
Q4 2021
New holding
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.26% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4
shares
|
$3.02 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Maryland Foundation, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$3.02 Million
57.08% of portfolio
|
Q3 2023
Reduced 84.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
4
shares
|
$3.02 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.53% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4
shares
|
$3.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
4
shares
|
$3.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.1% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.09% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4
shares
|
$3.02 Million
0.07% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4
shares
|
$3.02 Million
0.12% of portfolio
|
Q4 2021
Reduced 20.0%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
4
shares
|
$3.02 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|