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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2020
Reduced 33.33%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.47% of portfolio
|
Q3 2017
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2019
Reduced 33.33%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 50.0%
|
|