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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.73%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.18% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
3
shares
|
$2.27 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3
shares
|
$2.27 Million
1.12% of portfolio
|
Q2 2023
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.16% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.22% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.3% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
3
shares
|
$2.27 Million
0.12% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2018
Reduced 25.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
3
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2019
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3
shares
|
$2.27 Million
0.16% of portfolio
|
Q2 2020
Added 200.0%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.23% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|