Public record / Tickers / BRK.A

BRK.A — BERKSHIRE HATHAWAY INC DEL

Both disclosure regimes on one name: who in Congress filed about BRK.A, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming BRK.A
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-07
filed 2023-03-07
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John R. Curtis · $50.0K–$100K

Sale · traded 2019-11-21 → filed 2020-04-09. Ranked over every BRK.A row by the provable lower bound, never a point estimate.

No member disclosed BRK.A in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated BRK.A rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BRK.A · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BRK.A
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-03-07Scott Franklin R–FL-18Sale · partial · JT (partial sale, jointly owned)Traded 02-21 +14d$15K–$50K
2022-12-12Chris Jacobs R–NY-27PurchaseTraded 11-08 +34d$1K–$15K
2020-04-09John R. Curtis R–UTSale · partial (partial sale)Traded 2019-11-21 LATE·140d$50K–$100K
2020-04-09John R. Curtis R–UTSale · partial · SP (partial sale, spouse-owned)Traded 2019-11-21 LATE·140d$1K–$15K
2017-01-16Thomas J. Rooney R–FL-17SaleTraded 2015-10-09 LATE·465d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in BRK.A

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed BRK.A in the trailing 12 months.

Congress ↔ notable managers · BRK.A

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Ruane Cunniff & Goldfarb $79.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BERKSHIRE HATHAWAY INC DEL

Merged timeline of congressional filings and notable-manager moves on BRK.A
DateWhoChangeSize
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−5 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BRK.A for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Mirae Asset Global Investments Co., Ltd.$265B1
2FMR LLC$12.2B1
3FIRST MANHATTAN CO. LLC.$10.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
5HighTower Advisors, LLC$1.4B1
6VANGUARD CAPITAL MANAGEMENT LLC$990M1
7MARKEL GROUP INC.$800M1
8Paralel Advisors LLC$738M1
9US BANCORP \DE\$618M1
10MORGAN STANLEY$542M1
11BANK OF AMERICA CORP /DE/$534M1
12WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$503M1
13FIDUCIARY TRUST CO$462M1
14STATE OF WISCONSIN INVESTMENT BOARD$452M1
15CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$450M1
16First Eagle Investment Management, LLC$406M1
17Mawer Investment Management Ltd.$366M1
18BlackRock, Inc.$336M1
19BANK OF MONTREAL /CAN/$294M1
20VANGUARD ASSET MANAGEMENT, Ltd$269M1
21Mariner, LLC$251M1
22UBS Group AG$241M1
23Legal & General Group Plc$238M1
24Clearbridge Investments, LLC$216M1
25ALLEN HOLDING INC /NY$213M1
26NORTHERN TRUST CORP$212M1
27Pathstone Holdings, LLC$205M1
28STATE STREET CORP$204M1
29ARMSTRONG HENRY H ASSOCIATES INC$197M1
30Laurel Wealth Advisors LLC$188M1
31ROYAL BANK OF CANADA$174M1
32Capital Research Global Investors$165M1
33Creative Planning$162M1
34WINTON GROUP Ltd$156M1
35Rede Wealth, LLC$149M1
36Corient Private Wealth LLC$145M1
37BROWN ADVISORY INC$141M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$139M1
39RAYMOND JAMES FINANCIAL INC$123M1
40Auto-Owners Insurance Co$120M1
41Focus Partners Wealth$111M1
42Laird Norton Wetherby Trust Company, LLC$109M1
43UMB Bank, n.a.$104M1
44Punch Card Management L.P.$104M1
45Deltroit Asset Management (UK) LLP$91.9M1
46ROYAL LONDON ASSET MANAGEMENT LTD$91.9M1
47Universal- Beteiligungs- und Servicegesellschaft mbH$91.2M1
48WS MANAGEMENT LLLP$89.8M1
49Quantinno Capital Management LP$89.8M1
50LPL Financial LLC$86.3M1
51HSBC HOLDINGS PLC$86.2M1
52WELLS FARGO & COMPANY/MN$84.9M1
53STATE OF MICHIGAN RETIREMENT SYSTEM$83.3M1
54SEMPER AUGUSTUS INVESTMENTS GROUP LLC$83.3M1
55STIFEL FINANCIAL CORP$81.9M1
56AMERICAN CENTURY COMPANIES INC$80.4M1
57MERCER GLOBAL ADVISORS INC /ADV$80.4M1
58Well Done, LLC$80.4M1
59Ruane, Cunniff & Goldfarb L.P.$79.0M1
60Mill Capital Management, LLC$73.3M1
61COMMONWEALTH EQUITY SERVICES, LLC$68.9M1
62Allen Investment Management, LLC$67.9M1
63Accredited Investors Inc.$66.8M1
64Qube Research & Technologies Ltd$65.4M1
65Bank Pictet & Cie (Europe) AG$63.9M1
66Chou Associates Management Inc.$61.8M1
67ACR Alpine Capital Research, LLC$61.0M1
68Cerity Partners LLC$58.9M1
69CHOREO, LLC$57.5M1
70Wilmington Savings Fund Society, FSB$54.6M1
71EASTERN BANK$54.6M1
72RBF Capital, LLC$54.6M1
73Rockefeller Capital Management L.P.$53.1M1
74NORTHWESTERN UNIVERSITY$47.4M1
75CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.4M1
76CIBC Bancorp USA Inc.$47.4M1
77I.G.Y. Ltd$46.7M1
78B. Metzler seel. Sohn & Co. AG$46.7M1
79BLAIR WILLIAM & CO/IL$46.0M1
80Hamilton Point Investment Advisors, LLC$45.2M1
81GREENLEA LANE CAPITAL MANAGEMENT, LLC$45.2M1
82Baird Financial Group, Inc.$44.5M1
83Security National Bank$44.5M1
84D.A. DAVIDSON & CO.$42.4M1
85VANGUARD FIDUCIARY TRUST CO$40.9M1
86Crewe Advisors LLC$40.2M1
87CI INVESTMENTS INC.$39.5M1
88Lincoln Capital LLC$39.5M1
89Vinva Investment Management Ltd$37.2M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$36.6M1
91GTS SECURITIES LLC$36.6M1
92Aberdeen Group plc$36.6M1
93ELKHORN PARTNERS LIMITED PARTNERSHIP$35.9M1
94COMMERCE BANK$35.9M1
95Hi-Line Capital Management, LLC$35.9M1
96SWF LLC$35.9M1
97MONETA GROUP INVESTMENT ADVISORS LLC$35.2M1
98Robeco Institutional Asset Management B.V.$33.8M1
99Pinnacle Financial Partners, Inc.$33.8M1
100Prodigy Asset Management LLC$33.0M1
101Pitcairn Wealth Advisors LLC$32.5M1
102TRUIST FINANCIAL CORP$32.3M1
103Invesco Ltd.$32.3M1
104FRANKLIN RESOURCES INC$31.6M1
105POSTROCK PARTNERS LLC$31.6M1
106Cannell & Spears LLC$30.2M1
107ALLEN OPERATIONS LLC$29.4M1
108Mesirow Financial Investment Management, Inc.$29.4M1
109OSAIC HOLDINGS, INC.$29.4M1
110MAI Capital Management$28.7M1
111Utah Retirement Systems$28.0M1
112Segment Wealth Management, LLC$28.0M1
113Haverford Trust Co$27.3M1
114HM PAYSON & CO$27.3M1
115FIRST CITIZENS BANK & TRUST CO$27.3M1
116FIFTH THIRD BANCORP$26.6M1
117PARSONS CAPITAL MANAGEMENT INC/RI$25.9M1
118Allworth Financial LP$25.9M1
119Hardy Reed LLC$25.9M1
120BISLETT MANAGEMENT, LLC$25.1M1
121PITTENGER & ANDERSON INC$24.4M1
122PRIVATE MANAGEMENT GROUP INC$23.7M1
123MILLENNIUM MANAGEMENT LLC$23.7M1
124CWM, LLC$23.7M1
125Perennial Advisors, LLC$23.7M1
126Granite FO LLC$23.7M1
127AMG National Trust Bank$23.0M1
128Cresset Asset Management, LLC$23.0M1
129NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22.3M1
130World Investment Advisors$22.3M1
131Waverly Advisors, LLC$21.5M1
132Cetera Investment Advisers$21.5M1
1337G CAPITAL MANAGEMENT, LLC$21.5M1
134EP Wealth Advisors, LLC$20.8M1
135Circle Wealth Management, LLC$20.8M1
136WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.8M1
137Mill Creek Capital Advisors, LLC$20.1M1
138ALLIUM FINANCIAL ADVISORS, LLC$20.1M1
139NewEdge Advisors, LLC$19.4M1
140Sunesis Advisors, LLC$19.4M1
141Kestra Advisory Services, LLC$19.4M1
142HB Wealth Management, LLC$19.4M1
143REGIONS FINANCIAL CORP$18.7M1
144Plan A Wealth LLC$18.0M1
145ALLIANCEBERNSTEIN L.P.$17.4M1
146DAVENPORT & Co LLC$17.2M1
147Sequoia Financial Advisors, LLC$17.2M1
148Patten Group, Inc.$17.2M1
149BigSur Wealth Management LLC$17.2M1
150IEQ CAPITAL, LLC$17.2M1
151Marex Group Ltd$17.2M1
152Concurrent Investment Advisors, LLC$17.2M1
153LOCUST WOOD CAPITAL ADVISERS, LLC$16.5M1
154Caprock Group, LLC$16.5M1
155Vestmark Advisory Solutions, Inc.$16.5M1
156Spinnaker Investment Group, LLC$16.5M1
157DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$16.5M1
158Baader Bank Aktiengesellschaft$16.3M1
159BRANDYWINE TRUST CO$15.8M1
160Texas Yale Capital Corp.$15.8M1
161JRM Investment Counsel, LLC$15.8M1
162Beacon Pointe Advisors, LLC$15.6M1
163M&T BANK CORP$15.1M1
164Zuckerman Investment Group, LLC$15.1M1
165Seven Post Investment Office LP$15.1M1
166Merit Financial Group, LLC$15.1M1
167Pflug Koory, LLC$15.1M1
168Apollon Wealth Management, LLC$15.1M1
169Private Wealth Asset Management, LLC$15.1M1
170Plan Group Financial, LLC$15.1M1
171First Nebraska Trust Co$15.1M1
172SAPIENT CAPITAL LLC$14.4M1
173PDS Planning, Inc$14.4M1
174Lubar & Co., Inc$14.4M1
175SHAYNE & JACOBS, LLC$14.4M1
176JANE STREET GROUP, LLC$14.4M1
177Guardian Financial Partners, LLC$14.4M1
178LexAurum Advisors, LLC$14.4M1
179Wealth Enhancement Trust Services, Inc.$14.4M1
180BIRCH FINANCIAL GROUP, LLC$14.4M1
181Western Wealth Management, LLC$13.6M1
182Clearstead Advisors, LLC$13.6M1
183Onex Canada Asset Management Inc.$13.6M1
184Swedbank AB$13.6M1
185Private Advisor Group, LLC$13.6M1
186JFS WEALTH ADVISORS, LLC$13.6M1
187Sagewood Asset Management LP$13.6M1
188Center for Financial Planning, Inc.$13.6M1
189Vanguard Global Advisers, LLC$13.6M1
190Round Rock Advisors LLC$13.6M1
191Legacy Wealth Advisors, LLC$13.6M1
192FIRST NATIONAL BANK OF OMAHA$13.6M1
193GLENMEDE TRUST CO NA$12.9M1
194Foster Group, Inc.$12.9M1
195DEUTSCHE BANK AG\$12.2M1
196Sand Hill Global Advisors, LLC$12.2M1
197Amundi$12.2M1
198Piedmont Capital Management, LLC/NC$12.2M1
199Choate Investment Advisors$11.5M1
200K.J. Harrison & Partners Inc$11.5M1
201Composition Wealth, LLC$11.5M1
202First National Advisers, LLC$11.5M1
203Pacific Capital Partners Ltd$11.5M1
204ARTHUR M. COHEN & ASSOCIATES, LLC$11.5M1
205CLIFFORD SWAN INVESTMENT COUNSEL LLC$10.8M1
206AQR CAPITAL MANAGEMENT LLC$10.8M1
207GRANDFIELD & DODD, LLC$10.8M1
208Carnegie Investment Counsel$10.8M1
209Cambridge Advisors Inc.$10.8M1
210Rossmore Private Capital$10.8M1
211Destiny Wealth Partners, LLC$10.8M1
212Strata Wealth Advisors, LLC$10.8M1
213DOVER ADVISORS, LLC$10.8M1
214KING LUTHER CAPITAL MANAGEMENT CORP$10.1M1
215NORTHSTAR ASSET MANAGEMENT INC$10.1M1
216SMITH CHAS P & ASSOCIATES PA CPAS$10.1M1
217Wallace Capital Management Inc.$10.1M1
218MATHER GROUP, LLC.$10.1M1
219Aviance Capital Partners, LLC$10.1M1
220SIMON QUICK ADVISORS, LLC$10.1M1
221National Philanthropic Trust$10.1M1
222M. Kulyk & Associates, LLC$10.1M1
223CPA Asset Management Group, LLC$10.1M1
224TRAPHAGEN INVESTMENT ADVISORS LLC$10.1M1
225Wealthspire Advisors, LLC$9.7M1
226GRIFFIN ASSET MANAGEMENT, INC.$9.3M1
227MOSELEY INVESTMENT MANAGEMENT INC$9.3M1
228AVIVA PLC$9.3M1
229Obermeyer Wealth Partners$9.3M1
230Baker Ellis Asset Management LLC$9.3M1
231Keel Point, LLC$9.3M1
232Financial Engines Advisors L.L.C.$9.3M1
233LMCG INVESTMENTS, LLC$9.3M1
234RWA WEALTH PARTNERS, LLC$9.3M1
235Y-Intercept (Hong Kong) Ltd$9.3M1
236LGT Fund Management Co Ltd.$9.3M1
237WealthPlan Investment Management, LLC$9.3M1
238Rubicon Global Capital Ltd$9.3M1
239SAX WEALTH ADVISORS, LLC$9.1M1
240SCOTIA CAPITAL INC.$8.6M1
241&PARTNERS$8.6M1
242CITIZENS FINANCIAL GROUP INC/RI$8.6M1
243CREDIT AGRICOLE S A$8.6M1
244Weaver Capital Management LLC$8.6M1
245Bellecapital International Ltd.$8.6M1
246Farmers & Merchants Trust Co of Long Beach$8.6M1
247KAVAR CAPITAL PARTNERS GROUP, LLC$8.6M1
248VIRGINIA WEALTH MANAGEMENT GROUP, INC.$8.6M1
249GC Wealth Management RIA, LLC$8.6M1
250OFS Enterprise LLC$8.6M1
251Pangea Capital Gestao de Recursos Ltda.$8.6M1
252Bridgewater Advisors Inc.$8.0M1
253Jupiter Wealth Management LLC$8.0M1
254AlTi Global, Inc.$7.9M1
255OPPENHEIMER & CO INC$7.9M1
256MONTAG A & ASSOCIATES INC$7.9M1
257CITIGROUP INC$7.9M1
258COMPASS CAPITAL MANAGEMENT, INC$7.9M1
259Parkside Financial Bank & Trust$7.9M1
260Evercore Wealth Management, LLC$7.9M1
261Savant Capital, LLC$7.9M1
262Cornerstone Management, Inc.$7.9M1
263Giverny Capital Inc.$7.9M1
264RITHOLTZ WEALTH MANAGEMENT$7.9M1
265SALEM INVESTMENT COUNSELORS INC$7.2M1
266COURIER CAPITAL LLC$7.2M1
267ENTERPRISE FINANCIAL SERVICES CORP$7.2M1
268LONDON CO OF VIRGINIA$7.2M1
269Barton Investment Management$7.2M1
270Bulldog Investors, LLP$7.2M1
271PECAUT & CO.$7.2M1
272Brookstone Capital Management$7.2M1
273CIDEL ASSET MANAGEMENT INC$7.2M1
274Oliver Luxxe Assets LLC$7.2M1
275ABSOLUTE CAPITAL MANAGEMENT, LLC$7.2M1
276Wescott Financial Advisory Group, LLC$7.2M1
277Badgley Phelps Wealth Managers, LLC$7.2M1
278AIRE ADVISORS, LLC$7.2M1
279SUTTON PLACE INVESTORS LLC$7.2M1
280Naman Capital Ltda$7.2M1
281Trifecta Capital Advisors, LLC$7.2M1
282Cassaday & Co Wealth Management LLC$7.2M1
283ALEXANDER LABRUNERIE & CO., INC.$7.2M1
284Causey Wealth LLC$7.2M1
285Apella Capital, LLC$7.1M1
286MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.5M1
287SANDERS MORRIS HARRIS LLC$6.5M1
288MOGY JOEL R INVESTMENT COUNSEL INC$6.5M1
289Essex Financial Services, Inc.$6.5M1
290Weil Company, Inc.$6.5M1
291CIBC WORLD MARKET INC.$6.5M1
292Gotham Asset Management, LLC$6.5M1
293Prospera Financial Services Inc$6.5M1
294Fort Point Capital Partners LLC$6.5M1
295Van Hulzen Asset Management, LLC$6.5M1
296NorthRock Partners, LLC$6.5M1
297Glenview Trust Co$6.5M1
298Steward Partners Investment Advisory, LLC$6.5M1
299Cornell Pochily Investment Advisors, Inc.$6.5M1
300Venture Visionary Partners LLC$6.5M1
301Arkfeld Wealth Strategies, L.L.C.$6.4M1
302WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$5.7M1
303CAPITAL ADVISORS INC/OK$5.7M1
304Atlantic Union Bankshares Corp$5.7M1
305EVERGREEN CAPITAL MANAGEMENT LLC$5.7M1
306America First Investment Advisors, LLC$5.7M1
307CASTLEKEEP INVESTMENT ADVISORS LLC$5.7M1
308UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.7M1
309Connor, Clark & Lunn Investment Management Ltd.$5.7M1
310Northstar Group, Inc.$5.7M1
311Mutual Advisors, LLC$5.7M1
312Zhang Financial LLC$5.7M1
3131900 WEALTH MANAGEMENT LLC$5.7M1
314EVOKE WEALTH, LLC$5.7M1
315Argos Wealth Advisors, LLC$5.7M1
316NewEdge Wealth, LLC$5.7M1
317Balboa Wealth Partners$5.7M1
318INSIGNEO ADVISORY SERVICES, LLC$5.7M1
319CHANNEL WEALTH LLC$5.7M1
320Blue Water Asset Management$5.7M1
321TigerOak Management, L.L.C.$5.7M1
322Factor Wealth Management LTD$5.7M1
323Caldwell Trust Co$5.7M1
324Tannin Capital LLC$5.7M1
325OLD NATIONAL BANCORP /IN/$5.0M1
326STEPHENS INC /AR/$5.0M1
327CRAWFORD INVESTMENT COUNSEL INC$5.0M1
328TOCQUEVILLE ASSET MANAGEMENT L.P.$5.0M1
329BEESE FULMER INVESTMENT MANAGEMENT, INC.$5.0M1
330GUYASUTA INVESTMENT ADVISORS INC$5.0M1
331INTRUST BANK NA$5.0M1
332CHILTON CAPITAL MANAGEMENT LLC$5.0M1
333PROSPERITY BANCSHARES INC$5.0M1
334SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$5.0M1
335SCS Capital Management LLC$5.0M1
336Curi Capital, LLC$5.0M1
337Southeast Asset Advisors, LLC$5.0M1
338Manchester Capital Management LLC$5.0M1
339BENJAMIN EDWARDS INC$5.0M1
340Mraz, Amerine & Associates, Inc.$5.0M1
341Capstone Financial Advisors, Inc.$5.0M1
342Northside Capital Management, LLC$5.0M1
343Lido Advisors, LLC$5.0M1
344DURANTE & WATERS, LLC$5.0M1
345Wealthcare Advisory Partners LLC$5.0M1
346Bedel Financial Consulting, Inc.$5.0M1
347Windsor Advisory Group, LLC$5.0M1
348Robertson Stephens Wealth Management, LLC$5.0M1
349Montis Financial, LLC$5.0M1
350BRIGHT FINANCIAL ADVISORS, INC.$5.0M1
351Bradyco, Inc.$5.0M1
352EFG International AG$5.0M1
353Wedmont Private Capital$4.3M1
354ROBERTS GLORE & CO INC /IL/$4.3M1
355AVENIR CORP$4.3M1
356DIMENSION CAPITAL MANAGEMENT LLC$4.3M1
357COLDSTREAM CAPITAL MANAGEMENT INC$4.3M1
358PARTHENON LLC$4.3M1
359Bragg Financial Advisors, Inc$4.3M1
360Allianz Asset Management GmbH$4.3M1
361Goelzer Investment Management, Inc.$4.3M1
362Elgethun Capital Management$4.3M1
363Independent Advisor Alliance$4.3M1
364Summit Trail Advisors, LLC$4.3M1
365Principle Wealth Partners LLC$4.3M1
366Graves Light Lenhart Wealth, Inc.$4.3M1
367PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$4.3M1
368Aprio Wealth Management, LLC$4.3M1
369Cadent Capital Advisors, LLC$4.3M1
370Journey Advisory Group, LLC$4.3M1
371SITTNER & NELSON, LLC$4.3M1
372Blue Trust, Inc.$4.3M1
373Allie Family Office LLC$4.3M1
374CARDIFF PARK ADVISORS, LLC$4.3M1
375EPACRIA CAPITAL PARTNERS, LLC$4.3M1
376DAYMARK WEALTH PARTNERS, LLC$4.3M1
377PFG Investments, LLC$4.3M1
378Sunpointe, LLC$4.3M1
379Pine Harbor Wealth Management, LLC$4.3M1
380KP Management LLC$4.3M1
381IFC Advisors LLC$4.3M1
382OpenArc Corporate Advisory, LLC$4.3M1
38371 West Capital Partners$4.3M1
384Modern Wealth Management, LLC$4.3M1
385Elm Partners Management LLC$4.3M1
386Townsend & Associates, Inc$4.2M1
387BANK OF NOVA SCOTIA$3.6M1
388JOHNSON INVESTMENT COUNSEL INC$3.6M1
389VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$3.6M1
3901832 Asset Management L.P.$3.6M1
391OSTERWEIS CAPITAL MANAGEMENT INC$3.6M1
392MAIRS & POWER INC$3.6M1
393FIRST FOUNDATION ADVISORS$3.6M1
394WESTWOOD HOLDINGS GROUP INC$3.6M1
395Hills Bank & Trust Co$3.6M1
396Ballentine Partners, LLC$3.6M1
397Richard C. Young & CO., LTD.$3.6M1
398ASPIRIANT, LLC$3.6M1
399SIGNATUREFD, LLC$3.6M1
400Narwhal Capital Management$3.6M1
401Fiera Capital Corp$3.6M1
402Summit Asset Management, LLC$3.6M1
403Main Street Research LLC$3.6M1
404Atria Investments, Inc$3.6M1
405Verity & Verity, LLC$3.6M1
406Modera Wealth Management, LLC$3.6M1
407CORDA Investment Management, LLC.$3.6M1
408Tarbox Family Office, Inc.$3.6M1
409Engineers Gate Manager LP$3.6M1
410MITCHELL MCLEOD PUGH & WILLIAMS INC$3.6M1
411St. Louis Trust Co$3.6M1
412Coastal Bridge Advisors, LLC$3.6M1
413CWA Asset Management Group, LLC$3.6M1
414Jacobi Capital Management LLC$3.6M1
415Blankinship & Foster, LLC$3.6M1
416Gryphon Financial Partners LLC$3.6M1
417Murphy, Middleton, Hinkle & Parker, Inc.$3.6M1
418MGO ONE SEVEN LLC$3.6M1
419Avondale Wealth Management$3.6M1
420FOUNDATIONS INVESTMENT ADVISORS, LLC$3.6M1
421Delta Investment Management, LLC$3.6M1
422Gladstone Institutional Advisory LLC$3.6M1
423Total Clarity Wealth Management, Inc.$3.6M1
424Aaron Wealth Advisors LLC$3.6M1
425TFC Financial Management, Inc.$3.6M1
426HUB Investment Partners, LLC$3.6M1
427Addison Advisors LLC$3.6M1
428Pine Ridge Advisers LLC$3.6M1
429Focus Partners Advisor Solutions, LLC$3.6M1
430Twelve Points Wealth Management LLC$3.6M1
431Amplius Wealth Advisors, LLC$3.6M1
432DIXON FNANCIAL SERVICES, INC.$3.6M1
433Prosperity Consulting Group, LLC$3.6M1
434ANGELES WEALTH MANAGEMENT, LLC$3.6M1
435Callan Family Office, LLC$3.6M1
436Goldstein Advisors, LLC$3.6M1
437Consolidated Portfolio Review Corp$3.6M1
438ENGLISH CAPITAL MANAGEMENT LLC$3.6M1
439Hilltop National Bank$3.6M1
440RMR Capital Management, LLC$3.6M1
441one8zero8, LLC$3.6M1
442LAVELLE CAPITAL LP$3.6M1
443BARLOW WEALTH PARTNERS, LLC$3.6M1
444FINANCIAL MANAGEMENT NETWORK INC$2.9M1
445Janus Henderson Group Ltd.$2.9M1
446DODGE & COX$2.9M1
447PINNACLE ASSOCIATES LTD$2.9M1
448BECKER CAPITAL MANAGEMENT INC$2.9M1
449Aristotle Capital Management, LLC$2.9M1
450SHUFRO ROSE & CO LLC$2.9M1
451PALISADE CAPITAL MANAGEMENT, LP$2.9M1
452BAXTER BROS INC$2.9M1
453PETTYJOHN, WOOD & WHITE, INC$2.9M1
454BOURNE LENT ASSET MANAGEMENT INC$2.9M1
455Calamos Advisors LLC$2.9M1
456Coastline Trust Co$2.9M1
457Advisors Capital Management, LLC$2.9M1
458O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.9M1
459MERIDIAN INVESTMENT COUNSEL INC.$2.9M1
460Calamos Wealth Management LLC$2.9M1
461Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.9M1
462Hendershot Investments Inc.$2.9M1
463FAS Wealth Partners, Inc.$2.9M1
464Joel Isaacson & Co., LLC$2.9M1
465Avior Wealth Management, LLC$2.9M1
466CHICAGO TRUST Co NA$2.9M1
467Summit Financial Strategies, Inc.$2.9M1
468Gibraltar Capital Management, Inc.$2.9M1
469Capital Planning Advisors, LLC$2.9M1
470KWMG, LLC$2.9M1
471MV CAPITAL MANAGEMENT, INC.$2.9M1
472KESTRA PRIVATE WEALTH SERVICES, LLC$2.9M1
473Canal Capital Management, LLC$2.9M1
474Marietta Wealth Management, LLC$2.9M1
475Johnson Financial Group, LLC$2.9M1
476CFO4Life Group, LLC$2.9M1
477DeDora Capital, Inc.$2.9M1
478Occidental Asset Management, LLC$2.9M1
479Curated Wealth Partners LLC$2.9M1
480PFG Private Wealth Management, LLC$2.9M1
481One Day In July LLC$2.9M1
482Bond & Devick Financial Network, Inc.$2.9M1
483Canvas Wealth Advisors, LLC$2.9M1
484RIDGECREST WEALTH PARTNERS, LLC$2.9M1
485Heritage Investment Group, Inc.$2.9M1
486Snowden Capital Advisors LLC$2.9M1
487Cyndeo Wealth Partners, LLC$2.9M1
488Vawter Financial, Ltd.$2.9M1
489Sage Investment Counsel LLC$2.9M1
490Keewaydin Investments LLC$2.9M1
491SAGESPRING WEALTH PARTNERS, LLC$2.9M1
492Topsail Wealth Management, LLC$2.9M1
493Clark Asset Management, LLC$2.9M1
494MASTERINVEST Kapitalanlage GmbH$2.9M1
495Gibbs Wealth Management$2.9M1
496Black Diamond Capital Management I, LLLP$2.9M1
497Cambridge Financial Group, LLC$2.9M1
498Indivisible Partners$2.9M1
499Marble Wealth, LLC$2.9M1
500HBK Sorce Advisory LLC$2.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BRK.A

RETAINED WINDOW · ACTIVE HITS

Zero hits on BRK.A in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BRK.A · financials and macro

Financials — as filed PLANNED

BRK.A's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BRK.A on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing