HolderBook

BERKSHIRE HATHAWAY INC DEL (BRKA)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

54
Reporting holders
$550.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,358
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ARMSTRONG HENRY H ASSOCIATES INC$200.2M26817.90%32q-0.7%-$1.5M
EASTERN BANK$60.5M810.92%9qHELD
Lincoln Capital LLC$41.1M557.20%30qHELD
Fenimore Asset Management Inc$30.6M410.67%32qHELD
General Partner, Inc.$24.7M3313.21%16qHELD
Silverleafe Capital Partners, LLC$20.9M285.95%32qHELD
SAPIENT CAPITAL LLC$14.9M200.20%12q-50.0%-$14.9M
Wealth Enhancement Trust Services, Inc.$14.9M201.60%4q-50.0%-$14.9M
Plan A Wealth LLC$14.9M205.33%8q-20.0%-$3.7M
PARK NATIONAL CORP /OH/$14.2M190.39%32qHELD
Farther Finance Advisors, LLC$7.5M100.05%13q+42.9%+$2.2M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$6.7M90.08%15qHELD
Valeo Financial Advisors, LLC$6.7M90.14%32q-30.8%-$3.0M
Venture Visionary Partners LLC$6.7M90.18%14qHELD
Factor Wealth Management LTD$6.0M80.91%7qHELD
Wedmont Private Capital$5.4M70.13%7q+16.7%+$766.9K
Apella Capital, LLC$5.3M70.07%7q-30.0%-$2.3M
ATWOOD & PALMER INC$5.2M70.27%6q+600.0%+$4.5M
Iowa State Bank$5.2M70.88%19qHELD
Graves Light Lenhart Wealth, Inc.$4.5M60.42%32qHELD
CONFLUENCE INVESTMENT MANAGEMENT LLC$3.7M50.06%32qHELD
FINANCIAL MANAGEMENT NETWORK INC$3.0M40.43%24qHELD
Cambridge Financial Group, LLC$3.0M40.94%7qHELD
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$3.0M40.20%17qHELD
AMERICAN NATIONAL BANK & TRUST$3.0M40.27%32qHELD
Coastline Trust Co$3.0M40.28%32qHELD
KWMG, LLC$3.0M40.22%7qHELD
Kennon-Green & Company, LLC$3.0M42.29%16qHELD
Bank of New Hampshire$2.2M30.48%22qHELD
Exchange Bank$2.2M31.39%14qHELD
RHODES INVESTMENT ADVISORS INC /ADV$1.5M21.06%4qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$1.5M20.13%14qHELD
PRIVATE CLIENT SERVICES, LLC$1.5M20.40%7q+100.0%+$747.0K
CapWealth Advisors, LLC$1.5M20.11%19qHELD
Monument Capital Management$1.5M20.31%7qHELD
EPIQ PARTNERS, LLC$1.5M20.64%7qHELD
RTD Financial Advisors, Inc.$1.5M20.16%7q+100.0%+$747.0K
TILIA FIDUCIARY PARTNERS, INC.$1.5M20.34%9q+100.0%+$747.0K
Bill Few Associates, Inc.$1.5M20.31%20qHELD
ROCKLAND TRUST CO$747.0K10.03%5qHELD
DIVERSIFIED MANAGEMENT INC$747.0K10.13%4qHELD
MassMutual Private Wealth & Trust, FSB$747.0K10.02%19qHELD
ARGENT CAPITAL MANAGEMENT LLC$747.0K10.02%7qHELD
Legacy Private Trust Co.$747.0K10.04%8qHELD
Atlas Brown,Inc.$747.0K10.20%20qHELD
Gradient Investments LLC$747.0K10.01%7qHELD
Versant Capital Management, Inc$747.0K10.06%15qHELD
RVW Wealth, LLC$747.0K10.05%20qHELD
COLTON GROOME FINANCIAL ADVISORS, LLC$747.0K10.17%17qHELD
jvl associates llc$747.0K10.22%15qHELD
Midwest Financial Partners Investments, Inc.$747.0K10.29%4qHELD
Sprinkle Financial Consultants LLC$747.0K10.29%8qHELD
Gerald Baker Financial Group LLC$747.0K10.21%3qHELD
Gallagher Capital Advisors, LLC$661.0K10.35%7qHELD
WoodTrust Financial Corp$15.7K211.90%32qHELD
STEGINSKY CAPITAL LLC$3.0K40.49%6qHELD
NEVILLE RODIE & SHAW INC$1.5K20.10%32qHELD
PROFESSIONAL ADVISORY SERVICES INC$7471000.09%32qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1513D/AWarren E. Buffett INDIVIDUAL38.2%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202654$550.0M7360660.0%
Q2 20261,412$63.7B85,13245971810.0%
Q1 20261,415$320.0B445,63353961470.0%
Q4 20251,402$72.6B94,748521091621.6%
Q3 20251,352$67.8B87,12337911513.1%
Q2 20251,375$76.7B105,196481061520.0%
Q1 20251,388$87.3B109,4253671351630.0%
Q4 20241,041$70.2B103,04740841210.0%
Q3 20241,009$71.1B103,01032781150.0%
Q2 20241,007$62.7B102,36838831340.0%
Q1 20241,004$65.6B103,47947711080.0%
Q4 20231,014$58.5B107,66542761360.0%
Q3 2023973$55.0B103,54530831220.0%
Q2 20231,047$53.9B104,15141701180.0%
Q1 20231,047$63.4B136,18239511380.0%
Q4 20221,047$51.3B109,69543721090.0%
Q3 20221,008$43.3B700,53737641130.2%
Q2 20221,008$43.8B107,11337931060.0%
Q1 20221,019$57.8B109,36642691230.0%
Q4 20211,020$50.1B111,16843671240.0%
Q3 2021966$45.2B109,81228741090.0%
Q2 2021980$46.9B112,15737691310.0%
Q1 2021965$41.5B107,75141761410.0%
Q4 2020959$38.6B111,11733781390.0%
Q3 2020908$35.8B111,80330711360.0%
Q2 2020909$30.8B115,31135761440.0%
Q1 2020914$37.6B138,25049981410.0%
Q4 2019908$47.9B139,86322881340.0%
Q3 2019874$43.9B140,66326791110.0%
Q2 2019877$44.4B139,31528701210.0%
Q1 2019873$41.9B140,89940701220.0%
Q4 2018876$44.1B143,6449360.0%