BERKSHIRE HATHAWAY INC-CL B (BRK-B) Institutional Ownership Changes & 13F Activity

BERKSHIRE HATHAWAY INC-CL B (BRK-B). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Manufacturers Life Insurance Company, The, Envestnet Asset Management Inc, Citadel Advisors Llc, and Allianz Asset Management Gmbh.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Confluence Investment Management LlcSell-5,838-6.7%80,732$40.20MQ3 2026Oct 01, 2026
Coastline Trust CoSell-1,176-5.3%21,130$10.52MQ3 2026Oct 01, 2026
Defender Capital, Llc.Sell-1,030-1.0%100,299$49.94MQ3 2026Oct 01, 2026
First Financial Bank - Trust DivisionSell-364-9.5%3,464$1.72MQ3 2026Oct 01, 2026
Sarver Vrooman Wealth AdvisorsBuy+205+64.3%524$260.93KQ3 2026Oct 01, 2026
Roxbury Financial LlcBuy+107+5.0%2,254$1.12MQ3 2026Oct 01, 2026
Stonebridge Financial Group, LlcBuy+96+1.2%8,368$4.17MQ3 2026Oct 01, 2026
Doliver Advisors, LpSell-90-7.2%1,158$576.63KQ3 2026Oct 01, 2026
Burkett Financial Services, LlcSell-32-6.6%456$227.06KQ3 2026Oct 01, 2026
Hickory Point Bank & TrustSell-21-0.5%3,915$1.95MQ3 2026Oct 01, 2026
Noble Wealth Management PbcBuy+1+0.1%991$493.47KQ3 2026Oct 01, 2026
Cim Investment Management IncSell-7,582-100.0%0$0.00Q3 2026Sep 29, 2026
Envestnet Asset Management IncSell-1,219,767-100.0%0$0.00Q3 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-207,387-100.0%0$0.00Q3 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-31,260-100.0%0$0.00Q3 2026Sep 23, 2026
State Street CorpSell-75,747,788-100.0%0$0.00Q3 2026Sep 22, 2026
Silicon Valley Capital PartnersSell-5,519-100.0%0$0.00Q3 2026Sep 21, 2026
Security National Bank Of Sioux City IowaSell-15,788-100.0%0$0.00Q3 2026Sep 18, 2026
Security National Bank Of So DakSell-12,365-100.0%0$0.00Q3 2026Sep 18, 2026
Anchor Investment Management, LlcSell-34,902-100.0%0$0.00Q3 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-11,890-100.0%0$0.00Q3 2026Sep 15, 2026
Revere Asset Management, IncSell-700-100.0%0$0.00Q3 2026Sep 14, 2026
Smith Chas P & Associates Pa CpasSell-159,093-100.0%0$0.00Q3 2026Sep 11, 2026
Talon Private Wealth, LlcSell-2,571-100.0%0$0.00Q3 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-1,282,959-100.0%0$0.00Q3 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-86,505-100.0%0$0.00Q3 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-17,259-100.0%0$0.00Q3 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-61,453-100.0%0$0.00Q3 2026Sep 03, 2026
Citadel Advisors LlcSell-1,085,742-100.0%0$0.00Q3 2026Sep 02, 2026
Allianz Asset Management GmbhSell-592,421-100.0%0$0.00Q3 2026Sep 02, 2026
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Frequently asked questions about BRK-B activity

  • Which institutional owners are buying BRK-B?

    Institutional owners buying BRK-B include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BRK-B activity?

    "Buy" means an investor increased their reported position in BRK-B compared to the prior reporting period. This reflects growing exposure to BERKSHIRE HATHAWAY INC-CL B (BRK-B) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BRK-B increasing?

    Institutional interest in BRK-B can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.