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 |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.48% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$1.51 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 07, 2026 Q4 2025 |
2
shares
|
$1.51 Million
32.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.05% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
2
shares
|
$1.51 Million
0.61% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
2
shares
|
$1.51 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1.51 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$755,420
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
1
shares
|
$755,420
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$755,420
0.47% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1
shares
|
$755,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1
shares
|
$755,420
0.28% of portfolio
|
Q1 2023
Reduced 66.67%
|
|