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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Confluence Investment Management Llc | Sell | -5,838 | -6.7% | 80,732 | $40.20M | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -1,176 | -5.3% | 21,130 | $10.52M | Q3 2026 | Oct 01, 2026 |
| Defender Capital, Llc. | Sell | -1,030 | -1.0% | 100,299 | $49.94M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Sell | -364 | -9.5% | 3,464 | $1.72M | Q3 2026 | Oct 01, 2026 |
| Sarver Vrooman Wealth Advisors | Buy | +205 | +64.3% | 524 | $260.93K | Q3 2026 | Oct 01, 2026 |
| Roxbury Financial Llc | Buy | +107 | +5.0% | 2,254 | $1.12M | Q3 2026 | Oct 01, 2026 |
| Stonebridge Financial Group, Llc | Buy | +96 | +1.2% | 8,368 | $4.17M | Q3 2026 | Oct 01, 2026 |
| Doliver Advisors, Lp | Sell | -90 | -7.2% | 1,158 | $576.63K | Q3 2026 | Oct 01, 2026 |
| Burkett Financial Services, Llc | Sell | -32 | -6.6% | 456 | $227.06K | Q3 2026 | Oct 01, 2026 |
| Hickory Point Bank & Trust | Sell | -21 | -0.5% | 3,915 | $1.95M | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Buy | +1 | +0.1% | 991 | $493.47K | Q3 2026 | Oct 01, 2026 |
| Cim Investment Management Inc | Sell | -7,582 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Sell | -1,219,767 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -207,387 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -31,260 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -75,747,788 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sell | -5,519 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -15,788 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Sell | -12,365 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -34,902 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -11,890 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Revere Asset Management, Inc | Sell | -700 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 14, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -159,093 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -2,571 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,282,959 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -86,505 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -17,259 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -61,453 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -1,085,742 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -592,421 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
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.
Related BRK-B Institutional Insights
- BRK-B Overview
- BRK-B 13F Institutional Holders
- BRK-B Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BRK-B Insider Trading & SEC Form 4 Activity
- BRK-B Articles
- Top Institutional Investor Stock Rankings