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 77,160 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 |
|---|---|---|---|---|---|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
2
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.24% of portfolio
|
Q4 2017
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.53% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2021
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.51 Million
0.42% of portfolio
|
Q4 2021
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.55% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2019
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
2
shares
|
$1.51 Million
0.89% of portfolio
|
Q2 2020
Added 100.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
2
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2
shares
|
$1.51 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2
shares
|
$1.51 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|