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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$755,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1
shares
|
$755,420
0.26% of portfolio
|
Q1 2021
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
1
shares
|
$755,420
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1
shares
|
$755,420
0.2% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1
shares
|
$755,420
0.24% of portfolio
|
Q3 2020
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.3% of portfolio
|
Q2 2021
Reduced 99.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1
shares
|
$755,420
0.03% of portfolio
|
Q4 2021
Reduced 50.0%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$755,420
0.37% of portfolio
|
Q1 2021
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1
shares
|
$755,420
0.05% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$755,420
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1
shares
|
$755,420
0.02% of portfolio
|
Q1 2023
Reduced 92.86%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$755,420
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$755,420
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1
shares
|
$755,420
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1
shares
|
$755,420
0.04% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1
shares
|
$755,420
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1
shares
|
$755,420
0.11% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$755,420
0.04% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$755,420
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$755,420
0.18% of portfolio
|
Q4 2017
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$755,420
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1
shares
|
$755,420
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$755,420
0.12% of portfolio
|
Q2 2017
New holding
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$755,420
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$755,420
0.09% of portfolio
|
Q3 2017
New holding
|
|