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 |
|---|---|---|---|---|---|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
2
shares
|
$1.51 Million
0.64% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.39% of portfolio
|
Q4 2022
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2025
Reduced 100.0%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.25% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.91% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.14% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.88% of portfolio
|
Q4 2023
New holding
|
|