BRK.A · Company research
Berkshire Hathaway Inc. (BRK.A): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Stordahl Capital Management, Inc. | 1729093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509 | 254699000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1034642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159434 | 79779184000 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Forefront Wealth Partners, LLC | 2068112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 928 | 464362000 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Caerus Investment Advisors, LLC | 1862682 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2162 | 1081843000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Permanens Capital L.P. | 1599637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1233 | 616981000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1232395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135253 | 67679249000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1443500 | 722312965000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brickley Wealth Management | 1712533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1183 | 591961000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2574 | 1288004000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 527000 | 263705530000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124774 | 62435662000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empirical Finance, LLC | 1572838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52310 | 26175401000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zuckerman Investment Group, LLC | 1423296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58930 | 29488195000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mission Creek Capital Partners, Inc. | 1801583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36654 | 18341327000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196300 | 98226557000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Investment Management Trust, LLC | 2131759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9886 | 4946856000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Logan Stone Capital, LLC | 1535521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 748850000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Macro Advisors, Inc. | 1821406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1079 | 539921000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NIXON PEABODY TRUST CO | 1626757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11551 | 5780005000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Richmond Investment Services, LLC | 2031991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7183 | 3594303000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Blueprint Financial Advisors LLC | 2054129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23375 | 11696616000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STEADFAST CAPITAL MANAGEMENT LP | 1214822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 748850000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 264 | 126509000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Frisch Financial Group, Inc. | 1767730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23029 | 11523442000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Himalaya Capital Management LLC | 1709323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1108318 | 554591244000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Union Heritage Capital, LLC | 1862428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11916 | 5962647000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Capital Partners, LLC | 1569833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1961 | 981265000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Safe Harbor Fiduciary, LLC | 2036114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3274 | 1638277000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 614386 | 307432611000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prostatis Group LLC | 1649186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 414 | 207161000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WIMMER ASSOCIATES 1, LLC | 1667019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7799 | 3902542000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347091 | 4253749000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1599852 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13797 | 6903881000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 1911348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 740 | 370289000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QVT Financial LP | 1290162 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67124 | 33588178000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424815 | 212573178000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alternative Investment Advisors, LLC. | 2009486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1362 | 681531000 | — | — | — | Aug 31, 2026 | SEC_13F_DATASET |
| Wick Capital Partners, LLC | 1904388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2686 | 1343797000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Acorns Advisers, LLC | 1701879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5505 | 2755000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| American Alpha Advisors, LLC | 2041441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 748850000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empire Financial Management Company, LLC | 1971875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4426 | 2214726000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pingora Partners LLC | 2011176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 647 | 323752000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Daner Wealth Management, LLC | 1956649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1037 | 525686000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thompson David Blair | 2150492 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 5990800000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 933 | 466866000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ABOUND FINANCIAL, LLC | 2024264 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1609 | 805127000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2593344 | 1297683404000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Carbahal Olsen Financial Services Group, LLC | 2052538 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2384 | 1192930000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245561 | 122876000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2016209 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2516 | 1267234000 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3228 | 1615259000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hopwood Nicholas Hunter | 2091827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1054 | 527411000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12604 | 6307076000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sunflower Bank, N.A. | 1818759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2776 | 1389083000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Blue Sparrow, LLC /DE | 2104539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315500 | 157873045000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARRIS ASSOCIATES L P | 813917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25253 | 12636349000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST FOUNDATION ADVISORS | 1086763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87545 | 43806392000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Asset Advisory Services LLC | 1666024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16297 | 8154814000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUTNER CAPITAL MANAGEMENT INC | 944733 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 30702850000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Wealth Advisors, LLC | 2111463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 14228150000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Odyssey Group, LLC | 2146304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 790 | 395308000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Polar Capital Holdings Plc | 1837309 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97908 | 48992184000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avos Capital Management, LLC | 1948622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1280 | 640499000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHILTON INVESTMENT CO INC. | 1332632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71884 | 35970035000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wills Financial Group LLC | 2059579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42803 | 21418193000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Meadow Creek Wealth Advisors LLC | 1801107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 224175000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91400 | 45664354000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PENNINGTON PARTNERS & CO., LLC | 1779355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2651 | 1326289000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1474069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66000 | 33025740000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3030 | 1516182000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orbis Allan Gray Ltd | 1663865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31869 | 15946929000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Widmann Financial Services, Inc. | 1906640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 830 | 415324000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Deltroit Asset Management (UK) LLP | 2104766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134 | 100345900000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2274395 | 1138084514000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CMH Wealth Management LLC | 1657516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13628 | 6819315000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Kinloch Capital, LLC | 1818557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 759 | 379796000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Long Road Investment Counsel, LLC | 1620081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 1497700000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Royal Capital Wealth Management, LLC | 1904323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19315 | 9665033000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| White Knight Strategic Wealth Advisors, LLC | 1904677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45058 | 22546573000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| American State Bank (Iowa) | 2122473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1788 | 894697000 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.