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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
3
shares
|
$2.27 Million
1.57% of portfolio
|
Q2 2023
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
3
shares
|
$2.27 Million
1.61% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
3
shares
|
$2.27 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
3
shares
|
$2.27 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
3
shares
|
$2.27 Million
0.88% of portfolio
|
Q4 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3
shares
|
$2.27 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3
shares
|
$2.27 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3
shares
|
$2.27 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
3
shares
|
$2.27 Million
1.28% of portfolio
|
Q4 2025
Reduced 25.0%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.26% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$2.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2
shares
|
$1.51 Million
0.45% of portfolio
|
Q3 2021
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.31% of portfolio
|
Q1 2018
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.39% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.65% of portfolio
|
Q3 2024
Reduced 33.33%
|
|