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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$755,420
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
1
shares
|
$755,420
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1
shares
|
$755,420
0.05% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$755,420
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1
shares
|
$755,420
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$755,420
0.3% of portfolio
|
Q2 2017
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1
shares
|
$755,420
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1
shares
|
$755,420
0.12% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1
shares
|
$755,420
0.23% of portfolio
|
Q4 2018
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.47% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1
shares
|
$755,420
0.01% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$755,420
0.39% of portfolio
|
Q4 2019
New holding
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
1
shares
|
$755,420
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
1
shares
|
$755,420
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$755,420
0.08% of portfolio
|
Q1 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1
shares
|
$755,420
0.07% of portfolio
|
Q1 2019
Reduced 66.67%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$755,420
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$755,420
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$755,420
0.19% of portfolio
|
Q3 2017
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$755,420
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1
shares
|
$755,420
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1
shares
|
$755,420
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$755,420
0.48% of portfolio
|
Q4 2019
New holding
|
|