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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
1
shares
|
$755,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.22% of portfolio
|
Q4 2017
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$755,420
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
1
shares
|
$755,420
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1
shares
|
$755,420
0.61% of portfolio
|
Q3 2025
Reduced 99.52%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$755,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$755,420
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$755,420
0.25% of portfolio
|
Q4 2017
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1
shares
|
$755,420
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q1 2020
New holding
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
1
shares
|
$755,420
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$755,420
0.42% of portfolio
|
Q4 2019
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
1
shares
|
$755,420
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1
shares
|
$755,420
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$755,420
0.54% of portfolio
|
Q2 2018
New holding
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$755,420
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
1
shares
|
$755,420
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$755,420
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1
shares
|
$755,420
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1
shares
|
$755,420
0.28% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
1
shares
|
$755,420
0.12% of portfolio
|
Q4 2017
Reduced 99.0%
|
|