Filing Research | BRK-A - BERKSHIRE HATHAWAY INC DEL Institutional Holdings

Snapshot holdings

50 / 439 loaded

#		Instrument	quantity
1	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	Shares	700SH	$524.2M
2	ARMSTRONG HENRY H ASSOCIATES INC	Shares	270SH	$202.2M
3	Laurel Wealth Advisors LLC	Shares	262SH	$196.2M
4	Auto-Owners Insurance Co	Shares	156SH	$116.8M
5	Well Done, LLC	Shares	112SH	$83.9M
6	Accredited Investors Inc.	Shares	93SH	$69.6M
7	Ninety One SA (PTY) Ltd	Shares	91SH	$67.8M
8	Bank Pictet & Cie (Europe) AG	Shares	89SH	$66.6M
9	EASTERN BANK	Shares	81SH	$60.7M
10	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	70SH	$52.4M
11	NORTHWESTERN UNIVERSITY	Shares	66SH	$49.4M
12	Security National Bank	Shares	62SH	$46.4M
13	D.A. DAVIDSON & CO.	Shares	58SH	$43.4M
14	Crewe Advisors LLC	Shares	55SH	$41.2M
15	Lincoln Capital LLC	Shares	55SH	$41.2M
16	Hi-Line Capital Management, LLC	Shares	50SH	$37.4M
17	Robeco Institutional Asset Management B.V.	Shares	47SH	$35.2M
18	POSTROCK PARTNERS LLC	Shares	44SH	$32.9M
19	FENIMORE ASSET MANAGEMENT INC	Shares	41SH	$30.7M
20	Prodigy Asset Management LLC	Shares	39SH	$29.2M
21	Segment Wealth Management, LLC	Shares	39SH	$29.2M
22	FIRST CITIZENS BANK & TRUST CO	Shares	38SH	$28.5M
23	HM PAYSON & CO	Shares	38SH	$28.5M
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	37SH	$27.7M
25	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	36SH	$27.0M
26	HENNESSY ADVISORS INC	Shares	35SH	$26.2M
27	General Partner, Inc.	Shares	33SH	$24.7M
28	Perennial Advisors, LLC	Shares	33SH	$24.7M
29	Granite FO LLC	Shares	32SH	$24.0M
30	UNION SAVINGS BANK	Shares	32SH	$24.0M
31	Mesirow Financial Investment Management, Inc.	Shares	31SH	$23.2M
32	Silverleafe Capital Partners, LLC	Shares	28SH	$21.0M
33	BigSur Wealth Management LLC	Shares	27SH	$20.2M
34	Sunesis Advisors, LLC	Shares	27SH	$20.2M
35	Plan A Wealth LLC	Shares	25SH	$18.7M
36	DAVENPORT & Co LLC	Shares	24SH	$18.0M
37	Sequoia Financial Advisors, LLC	Shares	23SH	$17.2M
38	Spinnaker Investment Group, LLC	Shares	23SH	$17.2M
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27SH	$17.0M
40	Baader Bank Aktiengesellschaft	Shares	22SH	$16.5M
41	Apollon Wealth Management, LLC	Shares	21SH	$15.7M
42	Merit Financial Group, LLC	Shares	21SH	$15.7M
43	Pflug Koory, LLC	Shares	21SH	$15.7M
44	BIRCH FINANCIAL GROUP, LLC	Shares	20SH	$15.0M
45	Guardian Financial Partners, LLC	Shares	20SH	$15.0M
46	LexAurum Advisors, LLC	Shares	20SH	$15.0M
47	SAPIENT CAPITAL LLC	Shares	20SH	$15.0M
48	Wealth Enhancement Trust Services, Inc.	Shares	20SH	$15.0M
49	Center for Financial Planning, Inc.	Shares	19SH	$14.2M
50	JFS WEALTH ADVISORS, LLC	Shares	19SH	$14.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 450 loaded

#		Instrument
1	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST unchanged	Shares	0	+$21.5M	$524.2M
2	MISSION WEALTH MANAGEMENT, LP added	Shares	+14	+$10.6M	$12.7M
3	J.W. COLE ADVISORS, INC. new	Shares	+14	+$10.5M	$10.5M
4	Laurel Wealth Advisors LLC unchanged	Shares	0	+$8.2M	$196.2M
5	EASTERN BANK added	Shares	+5	+$6.1M	$60.7M
6	ARMSTRONG HENRY H ASSOCIATES INC trimmed	Shares	-4	+$5.4M	$202.2M
7	XML Financial, LLC added	Shares	+5	+$3.8M	$5.2M
8	Well Done, LLC unchanged	Shares	0	+$3.4M	$83.9M
9	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.2M	$52.4M
10	Advantage Trust Co new	Shares	+4	+$3.0M	$3.0M
11	Curbstone Financial Management Corp new	Shares	+4	+$3.0M	$3.0M
12	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+4	+$3.0M	$3.0M
13	BigSur Wealth Management LLC added	Shares	+3	+$3.0M	$20.2M
14	Ninety One SA (PTY) Ltd unchanged	Shares	0	+$3.0M	$67.8M
15	Accredited Investors Inc. unchanged	Shares	0	+$2.9M	$69.6M
16	Bank Pictet & Cie (Europe) AG unchanged	Shares	0	+$2.7M	$66.6M
17	CUTLER INVESTMENT COUNSEL LLC added	Shares	+3	+$2.3M	$3.7M
18	NORTHWESTERN UNIVERSITY unchanged	Shares	0	+$2.0M	$49.4M
19	Security National Bank unchanged	Shares	0	+$1.9M	$46.4M
20	Brookstone Capital Management added	Shares	+2	+$1.8M	$9.0M
21	Lincoln Capital LLC unchanged	Shares	0	+$1.7M	$41.2M
22	Hi-Line Capital Management, LLC unchanged	Shares	0	+$1.5M	$37.4M
23	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$1.4M	$35.2M
24	POSTROCK PARTNERS LLC unchanged	Shares	0	+$1.4M	$32.9M
25	Segment Wealth Management, LLC unchanged	Shares	0	+$1.2M	$29.2M
26	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$1.2M	$28.5M
27	HM PAYSON & CO unchanged	Shares	0	+$1.2M	$28.5M
28	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$1.1M	$27.0M
29	D.A. DAVIDSON & CO. trimmed	Shares	-1	+$1.1M	$43.4M
30	General Partner, Inc. unchanged	Shares	0	+$1.0M	$24.7M
31	Perennial Advisors, LLC unchanged	Shares	0	+$1.0M	$24.7M
32	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1	+$994.5K	$6.7M
33	UNION SAVINGS BANK unchanged	Shares	0	+$982.7K	$24.0M
34	Crewe Advisors LLC trimmed	Shares	-1	+$970.9K	$41.2M
35	Silverleafe Capital Partners, LLC unchanged	Shares	0	+$859.9K	$21.0M
36	VISTA CAPITAL PARTNERS, INC. added	Shares	+1.5K	+$851.8K	$3.6M
37	Sunesis Advisors, LLC unchanged	Shares	0	+$829.2K	$20.2M
38	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+1	+$779.6K	$1.5M
39	NWAM LLC added	Shares	+1	+$779.6K	$1.5M
40	Plan A Wealth LLC unchanged	Shares	0	+$767.8K	$18.7M
41	Arlington Trust Co LLC new	Shares	+1	+$748.9K	$748.9K
42	Cresta Advisors, Ltd. new	Shares	+1	+$748.9K	$748.9K
43	Golden State Wealth Management, LLC new	Shares	+1	+$748.9K	$748.9K
44	RFG Advisory, LLC new	Shares	+1	+$748.9K	$748.9K
45	a16z Perennial Management, L.P. new	Shares	+1	+$748.9K	$748.9K
46	DAVENPORT & Co LLC unchanged	Shares	0	+$737.0K	$18.0M
47	Spinnaker Investment Group, LLC unchanged	Shares	0	+$706.3K	$17.2M
48	Apollon Wealth Management, LLC unchanged	Shares	0	+$644.9K	$15.7M
49	Merit Financial Group, LLC unchanged	Shares	0	+$644.9K	$15.7M
50	Pflug Koory, LLC unchanged	Shares	0	+$644.9K	$15.7M

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