Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BERKSHIRE HATHAWAY INC DEL · CL B NEW · quarter ended 2026-03-31 · 60 members disclosed BRK.B ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,810 holders are listed, largest first: 3,810
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $382B
holders whose share count rose or who opened the position (new + add), by shares: 1,688
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 277

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BRK.B ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$58.1B	121,207,647	+13,914	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$56.3B	117,415,535	—	NO PRIOR
3	STATE STREET CORP	$35.5B	74,099,062	+173,994	ADD
4	GEODE CAPITAL MANAGEMENT, LLC	$19.7B	41,159,806	+1,137,640	ADD
5	MORGAN STANLEY	$12.9B	26,854,441	+574,240	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$11.4B	23,728,514	—	NO PRIOR
7	GATES FOUNDATION TRUST	$8.2B	17,048,304	−2,358,460	TRIM
8	NORTHERN TRUST CORP	$7.4B	15,487,316	−41,012	TRIM
9	FMR LLC	$7.2B	14,953,698	+5,495,029	ADD
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.5B	11,381,789	+337,776	ADD
11	Bank of New York Mellon Corp	$5.2B	10,806,567	−361,340	TRIM
12	VANGUARD FIDUCIARY TRUST CO	$4.9B	10,245,146	—	NO PRIOR
13	H&H International Investment, LLC	$4.4B	9,147,796	+1,971,600	ADD
14	ROYAL BANK OF CANADA	$4.4B	9,111,590	−457,255	TRIM
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.2B	8,845,528	+896,696	ADD
16	BANK OF AMERICA CORP /DE/	$4.1B	8,652,279	−41,781	TRIM
17	DIMENSIONAL FUND ADVISORS LP	$3.5B	7,330,725	+228,411	ADD
18	Legal & General Group Plc	$2.8B	5,895,041	−117,352	TRIM
19	Nuveen, LLC	$2.7B	5,591,328	+67,805	ADD
20	WELLS FARGO & COMPANY/MN	$2.5B	5,115,578	−14,157	TRIM
21	Invesco Ltd.	$2.3B	4,895,145	+340,210	ADD
22	Amundi	$2.3B	4,707,966	+846,771	ADD
23	ALLIANCEBERNSTEIN L.P.	$2.2B	4,372,927	+894,634	ADD
24	UBS Group AG	$2.2B	4,563,946	+22,405	ADD
25	RAYMOND JAMES FINANCIAL INC	$2.0B	4,235,650	−54,280	TRIM
26	Swiss National Bank	$1.9B	4,036,845	+259,200	ADD
27	Vanguard Global Advisers, LLC	$1.9B	3,976,532	—	NO PRIOR
28	Mitsubishi UFJ Asset Management Co., Ltd.	$1.8B	3,654,486	+241,473	ADD
29	DEUTSCHE BANK AG\	$1.7B	3,567,471	+476,681	ADD
30	LPL Financial LLC	$1.6B	3,408,718	+41,312	ADD
31	HSBC HOLDINGS PLC	$1.6B	3,280,387	−3,764,365	TRIM
32	Sumitomo Mitsui Trust Group, Inc.	$1.6B	3,253,187	−168,357	TRIM
33	AMERIPRISE FINANCIAL INC	$1.6B	3,252,726	+1,393,849	ADD
34	CANADA PENSION PLAN INVESTMENT BOARD	$1.4B	2,991,382	+111,963	ADD
35	Creative Planning	$1.4B	2,837,844	−17,229	TRIM
36	National Pension Service	$1.3B	2,732,608	+2,732,608	NEW
37	Baird Financial Group, Inc.	$1.3B	2,666,968	+2,666,968	NEW
38	Artisan Partners Limited Partnership	$1.2B	2,605,656	+2,703	ADD
39	BANK OF MONTREAL /CAN/	$1.2B	2,500,854	−340,486	TRIM
40	HighTower Advisors, LLC	$1.2B	2,432,963	−69,758	TRIM
41	PRINCIPAL FINANCIAL GROUP INC	$1.1B	2,390,043	−30,280	TRIM
42	Assenagon Asset Management S.A.	$1.1B	2,307,666	+527,432	ADD
43	VANGUARD ASSET MANAGEMENT, Ltd	$1.1B	2,252,290	—	NO PRIOR
44	Capital Research Global Investors	$924M	1,928,765	−107,910	TRIM
45	TETRAD CORP	$922M	1,923,123	0	NO CHANGE
46	GQG Partners LLC	$909M	1,896,646	−101,147	TRIM
47	FIRST MANHATTAN CO. LLC.	$864M	1,803,600	−50,955	TRIM
48	Corient Private Wealth LLC	$832M	1,752,623	−5,226,981	TRIM
49	ADAGE CAPITAL PARTNERS GP, L.L.C.	$804M	1,677,769	+34,300	ADD
50	WELLINGTON MANAGEMENT GROUP LLP	$789M	1,645,590	+43,349	ADD
51	AQR CAPITAL MANAGEMENT LLC	$787M	1,642,048	−32,680	TRIM
52	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$786M	1,640,498	+156,831	ADD
53	TWO SIGMA INVESTMENTS, LP	$777M	1,621,590	+1,189,436	ADD
54	CITIGROUP INC	$769M	1,605,058	+509,189	ADD
55	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$760M	1,586,796	−22,714	TRIM
56	MARKEL GROUP INC.	$734M	1,531,971	0	NO CHANGE
57	Rothschild & Co Wealth Management UK Ltd	$703M	1,466,548	−10,583	TRIM
58	PRUDENTIAL FINANCIAL INC	$703M	1,466,382	−52,792	TRIM
59	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$659M	1,376,112	−273,194	TRIM
60	Chevy Chase Trust Holdings, LLC	$641M	1,336,767	−36,239	TRIM
61	Focus Partners Wealth	$636M	1,326,656	+47,946	ADD
62	Swedbank AB	$630M	1,314,860	−119,489	TRIM
63	DIAMOND HILL CAPITAL MANAGEMENT INC	$610M	1,272,427	−257,223	TRIM
64	Mariner, LLC	$602M	1,256,077	+39,927	ADD
65	ENVESTNET ASSET MANAGEMENT INC	$595M	1,242,321	+321,289	ADD
66	Quantinno Capital Management LP	$591M	1,232,379	+287,995	ADD
67	CITADEL ADVISORS LLC	$572M	1,193,500	+146,987	ADD
68	NATIONAL BANK OF CANADA /FI/	$569M	1,186,389	+42,798	ADD
69	US BANCORP \DE\	$560M	1,169,415	−8,136	TRIM
70	AVIVA PLC	$546M	1,140,248	+16,217	ADD
71	OSAIC HOLDINGS, INC.	$544M	1,135,810	−24,329	TRIM
72	FRANKLIN RESOURCES INC	$533M	1,113,061	+17,463	ADD
73	GARDNER RUSSO & QUINN LLC	$532M	1,110,429	−14,966	TRIM
74	COMMONWEALTH EQUITY SERVICES, LLC	$530M	1,106,935	−287,085	TRIM
75	LONDON CO OF VIRGINIA	$519M	1,082,249	+85,863	ADD
76	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$514M	1,071,594	+1,071,594	NEW
77	Korea Investment CORP	$499M	1,041,743	+15,996	ADD
78	VOYA INVESTMENT MANAGEMENT LLC	$496M	1,034,837	−6,925	TRIM
79	FIL Ltd	$488M	1,017,790	−62,501	TRIM
80	BROWN ADVISORY INC	$485M	1,012,512	−32,538	TRIM
81	Mesirow Financial Investment Management, Inc.	$468M	976,689	+164,260	ADD
82	Cetera Investment Advisers	$467M	975,250	+35,424	ADD
83	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$466M	992,531	−87,686	TRIM
84	ROYAL LONDON ASSET MANAGEMENT LTD	$457M	954,605	+13,612	ADD
85	CIBC WORLD MARKET INC.	$436M	909,220	+53,514	ADD
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$430M	902,843	−1,095	TRIM
87	Himalaya Capital Management LLC	$430M	897,749	0	NO CHANGE
88	SCHRODER INVESTMENT MANAGEMENT GROUP	$424M	885,528	−8,610	TRIM
89	STIFEL FINANCIAL CORP	$423M	882,806	−41,529	TRIM
90	CREDIT AGRICOLE S A	$423M	881,934	+149,444	ADD
91	Ensign Peak Advisors, Inc	$414M	863,874	−13,750	TRIM
92	Capital International Investors	$405M	844,452	+278,319	ADD
93	FIFTH THIRD BANCORP	$394M	822,852	+301,528	ADD
94	Bank Julius Baer & Co. Ltd, Zurich	$392M	819,940	−5,942	TRIM
95	Cerity Partners LLC	$387M	808,578	+26,522	ADD
96	DANSKE BANK A/S	$383M	799,715	−12,987	TRIM
97	Hudson Bay Capital Management LP	$367M	765,266	+160,000	ADD
98	APG Asset Management N.V.	$359M	863,760	+127,480	ADD
99	STATE OF WISCONSIN INVESTMENT BOARD	$356M	743,054	+22,287	ADD
100	Retirement Systems of Alabama	$355M	741,297	−692	TRIM
101	TD ASSET MANAGEMENT INC	$355M	740,318	−49,320	TRIM
102	CIBC Bancorp USA Inc.	$353M	735,732	—	NO PRIOR
103	NORDEA INVESTMENT MANAGEMENT AB	$352M	741,480	−84,354	TRIM
104	DAVENPORT & Co LLC	$347M	725,245	+188,510	ADD
105	OSSIAM	$344M	718,008	−249,808	TRIM
106	SCOTIA CAPITAL INC.	$332M	693,312	−11,774	TRIM
107	PUBLIC SECTOR PENSION INVESTMENT BOARD	$332M	692,591	+192,601	ADD
108	Pictet Asset Management Holding SA	$328M	683,702	−22,658	TRIM
109	PFA Pension, Forsikringsaktieselskab	$326M	679,966	+679,966	NEW
110	TORONTO DOMINION BANK	$319M	665,597	−58,323	TRIM
111	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$314M	656,210	+247,602	ADD
112	MILLENNIUM MANAGEMENT LLC	$313M	653,140	+401,091	ADD
113	Allianz Asset Management GmbH	$309M	644,689	+82,592	ADD
114	Vanguard Investments Australia, Ltd.	$307M	641,520	—	NO PRIOR
115	NewEdge Advisors, LLC	$300M	663,882	+663,882	NEW
116	TRUIST FINANCIAL CORP	$291M	606,871	−35,230	TRIM
117	Asset Management One Co., Ltd.	$284M	592,393	−3,497	TRIM
118	SEI INVESTMENTS CO	$283M	591,360	+55,126	ADD
119	Squarepoint Ops LLC	$281M	586,036	+80,092	ADD
120	SWF LLC	$280M	584,092	0	NO CHANGE
121	Rockefeller Capital Management L.P.	$275M	573,746	+29,982	ADD
122	BNP Paribas Asset Management Holding S.A.	$274M	572,082	+105,728	ADD
123	MERCER GLOBAL ADVISORS INC /ADV	$270M	564,071	+15,819	ADD
124	AMERICAN CENTURY COMPANIES INC	$264M	550,809	+78,307	ADD
125	Clearbridge Investments, LLC	$260M	542,766	−40,085	TRIM
126	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$256M	534,484	−23,375	TRIM
127	Empower Advisory Group, LLC	$256M	533,470	+29,369	ADD
128	Holocene Advisors, LP	$253M	527,000	+260,000	ADD
129	KLP KAPITALFORVALTNING AS	$252M	524,853	+16,880	ADD
130	Federation des caisses Desjardins du Quebec	$249M	519,798	+10,794	ADD
131	NOMURA ASSET MANAGEMENT CO LTD	$242M	505,095	+12,299	ADD
132	Czech National Bank	$239M	499,410	+15,882	ADD
133	BLAIR WILLIAM & CO/IL	$237M	495,322	+48,260	ADD
134	Tredje AP-fonden	$236M	492,795	+211,086	ADD
135	Kestra Advisory Services, LLC	$233M	487,192	+37,655	ADD
136	Findlay Park Partners LLP	$232M	484,636	+126,240	ADD
137	CIBC Asset Management Inc	$228M	475,501	+1,140	ADD
138	State of New Jersey Common Pension Fund D	$227M	473,358	0	NO CHANGE
139	Rafferty Asset Management, LLC	$226M	470,766	−111,024	TRIM
140	D. E. Shaw & Co., Inc.	$224M	468,204	−139,411	TRIM
141	MACKENZIE FINANCIAL CORP	$224M	468,106	−38,994	TRIM
142	Resona Asset Management Co.,Ltd.	$212M	443,104	+10,084	ADD
143	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$212M	441,801	−5,605	TRIM
144	BALYASNY ASSET MANAGEMENT L.P.	$211M	439,396	+4,751	ADD
145	Philip James Wealth Mangement, LLC	$209M	436,381	−1,673	TRIM
146	FIRST TRUST ADVISORS LP	$209M	435,205	+101,428	ADD
147	MKP Capital Management, L.L.C.	$206M	430,100	+430,100	NEW
148	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$205M	427,155	+618	ADD
149	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$199M	415,039	+161,140	ADD
150	AMF Tjanstepension AB	$198M	412,511	+8,096	ADD
151	TEACHER RETIREMENT SYSTEM OF TEXAS	$197M	410,348	−9,544	TRIM
152	BSN Capital Partners Ltd	$196M	397,000	—	NO PRIOR
153	Pathstone Holdings, LLC	$194M	403,832	+3,048	ADD
154	CWM, LLC	$189M	394,551	+9,726	ADD
155	Eurizon Capital SGR S.p.A.	$187M	391,457	−111,863	TRIM
156	Sather Financial Group Inc	$184M	384,602	+1,158	ADD
157	Giverny Capital Inc.	$181M	378,625	−127,359	TRIM
158	Arizona State Retirement System	$181M	376,936	−11,905	TRIM
159	ProShare Advisors LLC	$180M	376,026	−17,029	TRIM
160	MAI Capital Management	$178M	371,776	+108,420	ADD
161	ARMSTRONG HENRY H ASSOCIATES INC	$177M	368,685	+3,413	ADD
162	Allspring Global Investments Holdings, LLC	$176M	367,752	−16,498	TRIM
163	Robeco Institutional Asset Management B.V.	$175M	365,647	+44,335	ADD
164	Beacon Pointe Advisors, LLC	$171M	356,075	+160,248	ADD
165	GATEWAY INVESTMENT ADVISERS LLC	$167M	348,558	−64,767	TRIM
166	Zurcher Kantonalbank (Zurich Cantonalbank)	$167M	348,557	+348,557	NEW
167	Woodline Partners LP	$164M	341,234	+36,754	ADD
168	TD Waterhouse Canada Inc.	$163M	341,529	+41,083	ADD
169	Cannell & Spears LLC	$163M	340,200	+722	ADD
170	DnB Asset Management AS	$161M	335,234	+29,456	ADD
171	WORLDQUANT MILLENNIUM ADVISORS LLC	$159M	332,672	+32,335	ADD
172	Magellan Asset Management Ltd	$159M	332,614	+214,768	ADD
173	Aberdeen Group plc	$159M	331,781	−6,720	TRIM
174	Lido Advisors, LLC	$156M	325,156	+3,725	ADD
175	Private Advisor Group, LLC	$154M	320,548	−3,244	TRIM
176	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$152M	317,440	+21,188	ADD
177	MML INVESTORS SERVICES, LLC	$151M	314,685	+8,772	ADD
178	Ruane, Cunniff & Goldfarb L.P.	$149M	310,388	−5,718	TRIM
179	United American Securities Inc. (d/b/a UAS Asset Management)	$147M	305,787	−4,113	TRIM
180	MCDONALD CAPITAL INVESTORS INC/CA	$146M	303,705	−4,325	TRIM
181	IEQ CAPITAL, LLC	$145M	303,035	+12,986	ADD
182	D.A. DAVIDSON & CO.	$142M	296,807	+1,436	ADD
183	1832 Asset Management L.P.	$142M	296,479	−1,986	TRIM
184	Daiwa Securities Group Inc.	$138M	288,342	+18,133	ADD
185	XPONANCE LLC	$137M	286,653	+42,387	ADD
186	Steward Partners Investment Advisory, LLC	$136M	284,657	+12,805	ADD
187	Evelyn Partners Investment Management LLP	$135M	281,451	+2,267	ADD
188	COMMERCE BANK	$135M	281,077	+38,593	ADD
189	M&T BANK CORP	$134M	279,146	−2,777	TRIM
190	WEITZ INVESTMENT MANAGEMENT, INC.	$134M	278,850	−8,000	TRIM
191	Southeast Asset Advisors, LLC	$133M	276,700	−9,568	TRIM
192	AE Wealth Management LLC	$132M	276,221	+10,338	ADD
193	BANK OF NOVA SCOTIA	$132M	275,849	−281,117	TRIM
194	Calamos Advisors LLC	$131M	273,861	+16,740	ADD
195	Qube Research & Technologies Ltd	$130M	271,539	−488,478	TRIM
196	NEOS Investment Management LLC	$130M	270,595	+28,883	ADD
197	BRISTOL JOHN W & CO INC /NY/	$130M	270,322	−3,091	TRIM
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$128M	267,985	+267,985	NEW
199	Tidal Investments LLC	$128M	266,551	+13,997	ADD
200	IFM Investors Pty Ltd	$127M	265,397	+8,948	ADD
201	DAVIS R M INC	$123M	257,674	+257,674	NEW
202	Evercore Wealth Management, LLC	$123M	257,658	−8,789	TRIM
203	KEYBANK NATIONAL ASSOCIATION/OH	$123M	257,475	+17,206	ADD
204	OP Asset Management Ltd	$122M	254,252	—	NO PRIOR
205	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$122M	253,832	+3,342	ADD
206	ASSETMARK, INC	$121M	253,243	+22,815	ADD
207	Connor, Clark & Lunn Investment Management Ltd.	$121M	253,093	−72,847	TRIM
208	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$121M	253,025	+3,814	ADD
209	Sequoia Financial Advisors, LLC	$121M	252,527	−28,248	TRIM
210	Paralel Advisors LLC	$120M	251,000	0	NO CHANGE
211	Janus Henderson Group Ltd.	$120M	249,365	+19,160	ADD
212	Quilter Plc	$118M	247,023	+7,949	ADD
213	STOREBRAND ASSET MANAGEMENT AS	$118M	245,767	—	NO PRIOR
214	Zurich Insurance Group Ltd/FI	$118M	245,420	+23,887	ADD
215	RWWM, Inc.	$117M	243,593	+1,625	ADD
216	Wallace Capital Management Inc.	$116M	241,892	−2,644	TRIM
217	Utah Retirement Systems	$115M	240,406	−3,318	TRIM
218	Vanguard Personalized Indexing Management, LLC	$115M	240,293	+11,736	ADD
219	FACTORY MUTUAL INSURANCE CO	$114M	237,000	+5,900	ADD
220	Northstar Group, Inc.	$113M	236,130	−3,448	TRIM
221	TCTC Holdings, LLC	$112M	234,101	−626	TRIM
222	SCHARF INVESTMENTS, LLC	$111M	231,257	−77,271	TRIM
223	MACQUARIE GROUP LTD	$110M	229,556	+13,578	ADD
224	Epoch Investment Partners, Inc.	$110M	229,091	−10,986	TRIM
225	EP Wealth Advisors, LLC	$109M	227,644	−10,004	TRIM
226	&PARTNERS	$109M	216,358	+9,115	ADD
227	Waverly Advisors, LLC	$108M	226,293	+24,857	ADD
228	ACR Alpine Capital Research, LLC	$108M	224,661	−327	TRIM
229	Vident Advisory, LLC	$108M	224,481	+29,297	ADD
230	USS Investment Management Ltd	$106M	221,926	+8,666	ADD
231	Equitable Holdings, Inc.	$106M	211,993	+11,741	ADD
232	Wealthfront Advisers LLC	$103M	215,691	+8,718	ADD
233	Mutual Advisors, LLC	$103M	214,305	+3,654	ADD
234	HM PAYSON & CO	$102M	213,217	−3,676	TRIM
235	Birch Hill Investment Advisors LLC	$102M	212,978	−3,807	TRIM
236	Hendershot Investments Inc.	$102M	212,516	+2,032	ADD
237	GLENMEDE TRUST CO NA	$101M	211,434	+1,447	ADD
238	YOUSIF CAPITAL MANAGEMENT, LLC	$101M	211,397	−7,948	TRIM
239	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$101M	209,983	0	NO CHANGE
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$100M	208,689	+4,702	ADD
241	QRG CAPITAL MANAGEMENT, INC.	$98.9M	206,447	+25,425	ADD
242	GREAT LAKES ADVISORS, LLC	$98.5M	205,618	−26,381	TRIM
243	OPPENHEIMER & CO INC	$98.4M	205,356	+205,356	NEW
244	PANAGORA ASSET MANAGEMENT INC	$98.4M	205,343	+53,564	ADD
245	JRM Investment Counsel, LLC	$97.2M	202,868	+1,726	ADD
246	TOCQUEVILLE ASSET MANAGEMENT L.P.	$95.5M	199,258	−8,372	TRIM
247	Iron Gate Global Advisors LLC	$95.1M	198,544	+8,034	ADD
248	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$95.0M	198,217	−46,406	TRIM
249	Pangea Capital Gestao de Recursos Ltda.	$94.9M	198,007	—	NO PRIOR
250	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$93.3M	194,686	−3,249	TRIM
251	Carnegie Investment Counsel	$93.1M	198,153	+5,492	ADD
252	COLDSTREAM CAPITAL MANAGEMENT INC	$92.9M	79,971	+10,023	ADD
253	Clear Street Group Inc.	$92.2M	192,500	0	NO CHANGE
254	Swiss Life Asset Management Ltd	$91.6M	191,204	+25,137	ADD
255	Jacobi Capital Management LLC	$91.4M	190,731	+11,454	ADD
256	Cresset Asset Management, LLC	$90.3M	188,484	+6,485	ADD
257	SP Asset Management LLC	$89.9M	187,522	−2,279	TRIM
258	HOWLAND CAPITAL MANAGEMENT LLC	$87.3M	182,104	+321	ADD
259	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$86.8M	181,200	−156,027	TRIM
260	Empowered Funds, LLC	$85.8M	179,074	+179,074	NEW
261	HB Wealth Management, LLC	$85.4M	178,143	+6,279	ADD
262	GUYASUTA INVESTMENT ADVISORS INC	$85.1M	177,590	+1,437	ADD
263	Archon Partners LLC	$84.7M	176,800	0	NO CHANGE
264	Performance Wealth Partners, LLC	$84.3M	175,910	−2,140	TRIM
265	NISSAY ASSET MANAGEMENT CORP /JAPAN	$84.0M	175,338	+2,043	ADD
266	KESTRA PRIVATE WEALTH SERVICES, LLC	$83.5M	174,339	−5,567	TRIM
267	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$83.2M	173,769	−275	TRIM
268	SALEM INVESTMENT COUNSELORS INC	$82.1M	171,270	−788	TRIM
269	Allworth Financial LP	$79.9M	166,696	+2,011	ADD
270	Summit Financial, LLC	$79.8M	166,488	+5,749	ADD
271	SHAYNE & JACOBS, LLC	$79.3M	165,562	−2,724	TRIM
272	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$78.8M	164,505	−1,506	TRIM
273	UMB Bank, n.a.	$78.8M	164,465	−31,558	TRIM
274	Advisors Capital Management, LLC	$78.7M	164,133	−14,809	TRIM
275	Segment Wealth Management, LLC	$78.6M	163,983	+559	ADD
276	SMITH CHAS P & ASSOCIATES PA CPAS	$78.0M	162,855	−1,549	TRIM
277	Ardent Capital Management, Inc.	$76.5M	159,573	−4,400	TRIM
278	MONETA GROUP INVESTMENT ADVISORS LLC	$76.2M	159,027	+7,317	ADD
279	Mraz, Amerine & Associates, Inc.	$76.0M	158,696	−2,680	TRIM
280	Clearstead Advisors, LLC	$74.8M	156,064	+19,204	ADD
281	Bronte Capital Management Pty Ltd.	$74.3M	155,063	−7,264	TRIM
282	Miller Investment Management, LP	$73.9M	154,300	+228	ADD
283	Chicago Partners Investment Group LLC	$73.8M	158,667	+2,433	ADD
284	Badgley Phelps Wealth Managers, LLC	$73.7M	153,713	+4,342	ADD
285	Edgemoor Investment Advisors, Inc.	$72.4M	151,123	+338	ADD
286	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$71.9M	150,059	−17,066	TRIM
287	PRIVATE MANAGEMENT GROUP INC	$71.4M	148,902	−2,498	TRIM
288	WESTWOOD HOLDINGS GROUP INC	$70.3M	146,691	+26,991	ADD
289	PARSONS CAPITAL MANAGEMENT INC/RI	$68.0M	141,998	+12,327	ADD
290	Atlantic Union Bankshares Corp	$67.7M	141,348	−4,451	TRIM
291	St. James Investment Company, LLC	$67.7M	141,193	−755	TRIM
292	FOUNDERS CAPITAL MANAGEMENT, LLC	$67.3M	140,406	+139	ADD
293	Prospera Financial Services Inc	$67.1M	140,042	−14,743	TRIM
294	PARTHENON LLC	$66.3M	138,348	−271	TRIM
295	BAXTER BROS INC	$65.1M	135,942	−713	TRIM
296	CENTRAL TRUST Co	$65.0M	135,654	−1,017	TRIM
297	NORTHEAST INVESTMENT MANAGEMENT	$64.8M	135,265	−2,620	TRIM
298	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$64.6M	134,896	−59,663	TRIM
299	Obermeyer Wealth Partners	$64.4M	134,309	+332	ADD
300	SOROS FUND MANAGEMENT LLC	$63.9M	133,277	+133,277	NEW
301	Investment Management Corp of Ontario	$63.8M	133,121	+8,982	ADD
302	ASR Vermogensbeheer N.V.	$63.5M	132,513	+3,934	ADD
303	Elgethun Capital Management	$63.4M	132,203	+276	ADD
304	JACOBS LEVY EQUITY MANAGEMENT, INC	$62.7M	130,927	+102,625	ADD
305	MOGY JOEL R INVESTMENT COUNSEL INC	$62.6M	130,565	−2,230	TRIM
306	Roundview Capital LLC	$62.5M	130,469	−14,485	TRIM
307	Aptus Capital Advisors, LLC	$62.4M	130,294	−6,372	TRIM
308	Independent Advisor Alliance	$61.8M	128,877	+1,899	ADD
309	Glenview Trust Co	$61.2M	127,788	+2,186	ADD
310	Merit Financial Group, LLC	$61.0M	127,305	+1,377	ADD
311	TUDOR INVESTMENT CORP ET AL	$60.8M	126,935	+76,859	ADD
312	SouthState Bank Corp	$60.7M	126,669	−2,920	TRIM
313	FIDUCIARY TRUST CO	$60.6M	126,382	+2,860	ADD
314	Solitude Financial Services	$59.3M	125,184	+14,905	ADD
315	NS Partners Ltd	$59.2M	123,458	+123,458	NEW
316	Illinois Municipal Retirement Fund	$58.8M	122,627	−16,399	TRIM
317	GoodHaven Capital Management, LLC	$58.6M	122,366	−203	TRIM
318	Trexquant Investment LP	$58.6M	122,319	+64,043	ADD
319	Diesslin Group, Inc.	$58.1M	121,295	+1,499	ADD
320	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$57.8M	120,624	−996	TRIM
321	Purpose Unlimited Inc.	$57.4M	119,707	+1,633	ADD
322	CULBERTSON A N & CO INC	$57.3M	119,626	+3,201	ADD
323	Stack Financial Management, Inc	$57.1M	119,229	+505	ADD
324	UniSuper Management Pty Ltd	$56.9M	118,757	+2,310	ADD
325	NATIXIS	$56.9M	118,746	−48,882	TRIM
326	FIRST NATIONAL BANK OF OMAHA	$56.4M	118,284	−101,812	TRIM
327	WELCH & FORBES LLC	$56.3M	117,536	−1,095	TRIM
328	Lafayette Investments, Inc.	$56.1M	117,082	−1,757	TRIM
329	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$55.4M	115,823	−19,670	TRIM
330	Savant Capital, LLC	$54.6M	114,021	−31,908	TRIM
331	DDD Partners, LLC	$54.6M	114,010	+1	ADD
332	CAPITAL ADVISORS INC/OK	$54.0M	112,691	−36,537	TRIM
333	J.W. COLE ADVISORS, INC.	$53.8M	112,292	−1,330	TRIM
334	Destination Wealth Management	$53.7M	112,112	+2,911	ADD
335	Chemistry Wealth Management LLC	$53.7M	111,998	−327	TRIM
336	SFMG, LLC	$53.5M	111,699	−3,552	TRIM
337	SHAPIRO CAPITAL MANAGEMENT LLC	$53.2M	111,088	−5,676	TRIM
338	MIZUHO SECURITIES USA LLC	$53.1M	110,857	−22,664	TRIM
339	OPPENHEIMER ASSET MANAGEMENT INC.	$53.0M	110,659	+110,659	NEW
340	Avior Wealth Management, LLC	$52.3M	109,042	+218	ADD
341	AVENIR CORP	$52.2M	108,941	−807	TRIM
342	GenTrust, LLC	$52.1M	108,805	+667	ADD
343	CHOREO, LLC	$51.8M	108,001	+1,134	ADD
344	New Capital Management LP	$51.4M	107,172	−437	TRIM
345	Curi Capital, LLC	$50.6M	105,499	+8,097	ADD
346	LAZARD ASSET MANAGEMENT LLC	$50.5M	105,390	+356	ADD
347	FIRST FOUNDATION ADVISORS	$50.5M	105,303	−563	TRIM
348	PORTLAND INVESTMENT COUNSEL INC.	$50.3M	104,877	+794	ADD
349	SEIZERT CAPITAL PARTNERS, LLC	$50.2M	104,753	−3,935	TRIM
350	PINNACLE ASSOCIATES LTD	$50.1M	104,478	−3,013	TRIM
351	JFS WEALTH ADVISORS, LLC	$50.0M	104,445	−1,782	TRIM
352	ASSOCIATED BANC-CORP	$49.9M	104,227	+8,065	ADD
353	Gotham Asset Management, LLC	$49.9M	104,084	+3,592	ADD
354	Danica Pension, Livsforsikringsaktieselskab	$49.8M	103,993	+103,993	NEW
355	SAYBROOK CAPITAL /NC	$49.8M	103,863	+84	ADD
356	Hound Partners, LLC	$49.6M	103,500	+103,500	NEW
357	Smith Salley Wealth Management	$49.1M	102,525	+1,180	ADD
358	Lincoln Capital LLC	$48.8M	101,855	+8,104	ADD
359	WITTENBERG INVESTMENT MANAGEMENT, INC.	$48.6M	101,513	−650	TRIM
360	GRANDFIELD & DODD, LLC	$48.5M	101,139	+1,039	ADD
361	Private Wealth Partners, LLC	$48.4M	101,029	+3,816	ADD
362	Polar Capital Holdings Plc	$48.3M	100,710	−892	TRIM
363	Defender Capital, LLC.	$47.7M	99,569	+99,569	NEW
364	Modern Wealth Management, LLC	$47.6M	99,473	+5,993	ADD
365	Pinnacle Financial Partners, Inc.	$47.4M	98,847	+9,184	ADD
366	Crossmark Global Holdings, Inc.	$47.2M	98,456	—	NO PRIOR
367	Norinchukin Bank, The	$46.8M	97,613	+406	ADD
368	OMERS ADMINISTRATION Corp	$46.7M	97,523	+21,359	ADD
369	WCG Wealth Advisors LLC	$46.6M	97,253	−1,565	TRIM
370	One Charles Private Wealth Services, LLC	$46.4M	96,790	−406	TRIM
371	Ironvine Capital Partners, LLC	$46.3M	96,721	−1,483	TRIM
372	Orion Porfolio Solutions, LLC	$46.2M	96,414	−11,089	TRIM
373	First Nebraska Trust Co	$45.5M	94,853	—	NO PRIOR
374	MEEDER ASSET MANAGEMENT INC	$45.0M	93,994	−92,208	TRIM
375	Maryland State Retirement & Pension System	$44.5M	92,781	+565	ADD
376	Apollon Wealth Management, LLC	$44.3M	92,449	+4,285	ADD
377	Templeton & Phillips Capital Management, LLC	$44.2M	92,232	−3,724	TRIM
378	PRUDENTIAL PLC	$44.2M	92,168	+60,281	ADD
379	Jain Global LLC	$43.7M	91,222	+91,222	NEW
380	Man Group plc	$43.6M	91,032	−5,837	TRIM
381	Banco Santander, S.A.	$43.3M	90,295	+7,389	ADD
382	LGT Fund Management Co Ltd.	$43.2M	90,252	+10,077	ADD
383	Mill Capital Management, LLC	$43.1M	89,884	+9,021	ADD
384	Matthew Goff Investment Advisor, LLC	$42.8M	89,227	−885	TRIM
385	Freestone Capital Holdings, LLC	$42.5M	88,683	+844	ADD
386	JOHNSON INVESTMENT COUNSEL INC	$42.3M	88,370	−3,158	TRIM
387	Laird Norton Wetherby Trust Company, LLC	$41.7M	86,947	−4,964	TRIM
388	Concurrent Investment Advisors, LLC	$41.2M	85,931	−10,669	TRIM
389	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$40.7M	85,000	0	NO CHANGE
390	LGT Group Foundation	$40.7M	84,942	+181	ADD
391	Dai-ichi Life Insurance Company, Ltd	$40.2M	83,861	−4,865	TRIM
392	Summit Trail Advisors, LLC	$40.1M	83,784	+10,751	ADD
393	Red Door Wealth Management, LLC	$40.1M	83,584	+449	ADD
394	Arkfeld Wealth Strategies, L.L.C.	$39.9M	84,180	+9,345	ADD
395	Gradient Investments LLC	$39.6M	82,569	−1,396	TRIM
396	Wharton Business Group, LLC	$39.2M	81,882	−15	TRIM
397	Ervin Investment Management, LLC	$38.9M	81,191	+331	ADD
398	Greenbrier Partners Capital Management, LLC	$38.7M	80,704	−3,910	TRIM
399	HUB Investment Partners, LLC	$38.5M	80,418	+28,484	ADD
400	CITIZENS FINANCIAL GROUP INC/RI	$38.2M	79,677	−11,611	TRIM
401	PYA Waltman Capital, LLC	$38.1M	79,582	+3,163	ADD
402	Painted Porch Advisors LLC	$38.1M	79,536	+2,587	ADD
403	Stratos Wealth Partners, LTD.	$38.1M	79,404	−1,891	TRIM
404	Voleon Capital Management LP	$37.9M	79,159	−38,891	TRIM
405	American Financial Advisors, LLC	$37.9M	79,025	−1,136	TRIM
406	Texas Yale Capital Corp.	$37.7M	78,592	−1,125	TRIM
407	EXENCIAL WEALTH ADVISORS, LLC	$37.6M	78,431	−14,794	TRIM
408	NWF Advisory Services Inc.	$37.2M	77,674	−136	TRIM
409	CWA Asset Management Group, LLC	$37.1M	77,514	+74	ADD
410	REGIONS FINANCIAL CORP	$36.6M	76,296	−9,653	TRIM
411	CADINHA & CO LLC	$36.3M	75,658	−1,430	TRIM
412	MUFG Securities EMEA plc	$36.0M	75,175	0	NO CHANGE
413	Baltimore-Washington Financial Advisors, Inc.	$35.9M	75,014	−3,413	TRIM
414	FULTON BREAKEFIELD BROENNIMAN LLC	$35.8M	267,061	+179,302	ADD
415	Bleakley Financial Group, LLC	$35.6M	74,230	+5,704	ADD
416	World Investment Advisors	$35.5M	74,040	+1,276	ADD
417	ASPIRIANT, LLC	$35.5M	74,018	+5,301	ADD
418	Optiver Holding B.V.	$35.4M	73,827	+70,362	ADD
419	YHB Investment Advisors, Inc.	$35.3M	73,763	+63	ADD
420	Graves Light Lenhart Wealth, Inc.	$35.3M	73,700	−631	TRIM
421	NICOLET BANKSHARES INC	$35.3M	73,767	+73,767	NEW
422	Greenline Partners, LLC	$35.1M	73,203	+4,799	ADD
423	SIGNATUREFD, LLC	$35.1M	73,151	+1,113	ADD
424	STEPHENS INC /AR/	$34.7M	72,223	+4,322	ADD
425	KANAWHA CAPITAL MANAGEMENT LLC	$34.4M	71,787	−1,289	TRIM
426	Baker Ellis Asset Management LLC	$34.4M	71,717	−59	TRIM
427	HUTCHINSON CAPITAL MANAGEMENT/CA	$34.3M	71,628	−718	TRIM
428	D'Orazio & Associates, Inc.	$34.0M	71,042	−1,256	TRIM
429	ABN AMRO INVESTMENT SOLUTIONS	$33.9M	70,821	+7,480	ADD
430	INSIGNEO ADVISORY SERVICES, LLC	$33.9M	70,753	+3,473	ADD
431	Lee Financial Co	$33.9M	70,683	−4,794	TRIM
432	Caprock Group, LLC	$33.6M	70,094	+1,127	ADD
433	Geneos Wealth Management Inc.	$33.5M	69,875	+734	ADD
434	Avalon Trust Co	$33.5M	69,810	−218	TRIM
435	ProVise Management Group, LLC	$33.4M	69,618	+125	ADD
436	Vise Technologies, Inc.	$33.3M	66,274	0	NO CHANGE
437	SHUFRO ROSE & CO LLC	$33.3M	69,414	−81	TRIM
438	ARTHUR M. COHEN & ASSOCIATES, LLC	$33.1M	69,274	−1,682	TRIM
439	Security National Bank	$33.1M	69,176	−581	TRIM
440	London & Capital Asset Management Ltd	$33.1M	69,137	+3,406	ADD
441	Metis Global Partners, LLC	$33.0M	68,853	−1,590	TRIM
442	TITLEIST ASSET MANAGEMENT, LLC	$32.8M	68,473	+15,091	ADD
443	Composition Wealth, LLC	$32.6M	68,032	−2,627	TRIM
444	Diversified Trust Co	$32.5M	67,742	+786	ADD
445	Choate Investment Advisors	$32.4M	67,648	+750	ADD
446	Constant Guidance Financial LLC	$32.3M	67,337	+67,337	NEW
447	Trilogy Capital Inc.	$32.1M	67,060	−19,995	TRIM
448	Wealthspire Advisors, LLC	$32.0M	66,767	−3,525	TRIM
449	WealthPLAN Partners, LLC	$31.9M	66,603	−4,089	TRIM
450	B. Metzler seel. Sohn & Co. AG	$31.8M	66,272	−2,794	TRIM
451	Dakota Wealth Management	$31.6M	65,872	−5,617	TRIM
452	JANE STREET GROUP, LLC	$31.6M	65,867	−9,098	TRIM
453	GREENWOOD GEARHART LLC	$31.6M	65,853	+3,105	ADD
454	LOCUST WOOD CAPITAL ADVISERS, LLC	$31.5M	65,827	−2,833	TRIM
455	ANCHOR CAPITAL ADVISORS LLC	$31.5M	65,757	+17,437	ADD
456	EDMOND DE ROTHSCHILD HOLDING S.A.	$31.4M	65,553	−328	TRIM
457	AMERICAN NATIONAL BANK & TRUST	$31.4M	65,460	−312	TRIM
458	Live Oak Private Wealth LLC	$31.3M	65,386	−91	TRIM
459	Osmosis Investment Management UK Ltd	$31.3M	65,223	−2,422	TRIM
460	Generate Investment Management Ltd	$31.2M	65,045	−18,037	TRIM
461	NLB Skladi, upravljanje premozenja, d.o.o.	$30.9M	64,529	−3,836	TRIM
462	Bryn Mawr Trust Advisors, LLC	$30.9M	64,527	−623	TRIM
463	RWA WEALTH PARTNERS, LLC	$30.7M	64,030	−6,173	TRIM
464	Strata Wealth Advisors, LLC	$30.5M	63,709	−1,960	TRIM
465	Evernest Financial Advisors, LLC	$30.5M	64,461	0	NO CHANGE
466	Van Hulzen Asset Management, LLC	$30.5M	63,565	+22,457	ADD
467	OneDigital Investment Advisors LLC	$30.2M	63,118	−1,775	TRIM
468	LMCG INVESTMENTS, LLC	$30.2M	62,963	+1,958	ADD
469	BECKER CAPITAL MANAGEMENT INC	$30.1M	62,874	−2,307	TRIM
470	NewEdge Wealth, LLC	$30.1M	62,828	−4,348	TRIM
471	NOMURA HOLDINGS INC	$30.1M	62,739	+4,042	ADD
472	Perigon Wealth Management, LLC	$29.9M	62,458	−231	TRIM
473	Callan Family Office, LLC	$29.9M	62,388	−2,395	TRIM
474	FJ Investments, LLC	$29.8M	62,288	0	NO CHANGE
475	Union Bancaire Privee, UBP SA	$29.8M	66,874	−32,549	TRIM
476	Compound Planning, Inc.	$29.8M	62,229	−933	TRIM
477	Wilmington Savings Fund Society, FSB	$29.7M	61,975	+7,059	ADD
478	Capital Investment Advisors, LLC	$29.6M	61,759	−1,163	TRIM
479	EXCHANGE TRADED CONCEPTS, LLC	$29.6M	61,684	+24,007	ADD
480	Clarity Financial LLC	$29.2M	61,019	−17,196	TRIM
481	Valmark Advisers, Inc.	$29.2M	60,862	+1,321	ADD
482	Clear Harbor Asset Management, LLC	$29.1M	60,672	+1,773	ADD
483	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$29.0M	60,497	+60,497	NEW
484	Sagewood Asset Management LP	$29.0M	60,442	+940	ADD
485	Focus Financial Network, Inc.	$28.6M	59,767	−6,932	TRIM
486	Sowell Financial Services LLC	$28.6M	59,758	+1,264	ADD
487	NICHOLS & PRATT ADVISERS LLP /MA	$28.4M	59,238	−2,297	TRIM
488	CARRET ASSET MANAGEMENT, LLC	$28.3M	59,125	−565	TRIM
489	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$28.1M	58,676	+85	ADD
490	Zuckerman Investment Group, LLC	$27.8M	58,040	+244	ADD
491	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$27.7M	57,786	+54,510	ADD
492	EASTERN BANK	$27.6M	57,625	+25,697	ADD
493	Violich Capital Management, Inc.	$27.6M	57,606	−600	TRIM
494	First Eagle Investment Management, LLC	$27.6M	57,603	+5,726	ADD
495	Accredited Investors Inc.	$27.6M	57,578	+7,804	ADD
496	W.G. Shaheen & Associates DBA Whitney & Co	$27.6M	57,570	+3,077	ADD
497	True North Advisors, LLC	$27.4M	57,140	−21,653	TRIM
498	Bradyco, Inc.	$27.4M	57,127	+57,127	NEW
499	PECAUT & CO.	$27.4M	57,101	−1,178	TRIM
500	Chicago Capital, LLC	$27.3M	56,877	+64	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BRK.B

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

Congress · last 90 days

Buyers: 4 Maria Elvira Salazar R–FL-27, Alan Armstrong R–OK, Jerry Moran R–KS, Richard McCormick R–GA-7 $83K–$245K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Soros Fund Management, Tudor Investment Corp, Gotham Asset Management, Caxton Associates $175M held
Trimming: 2 Gates Foundation Trust, Ruane Cunniff & Goldfarb $8.3B 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.B
Date	Who	Change	Size
2026-09-09	Maria Elvira Salazar Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	BUY	$1K–$15K
2026-08-07	Maria Elvira Salazar Congress	BUY	$1K–$15K
2026-08-07	Maria Elvira Salazar Congress	BUY	$15K–$50K
2026-07-21	Jerry Moran Congress	BUY	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$50K–$100K
2026-05-15	Soros Fund Management 13F	NEW	+133,277 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+76,859 sh
2026-05-15	Gotham Asset Management 13F	ADD	+3,592 sh
2026-05-15	Gates Foundation Trust 13F	TRIM	−2,358,460 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−5,718 sh
2026-05-14	Caxton Associates 13F	NEW	+493 sh

12 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

60 members of Congress disclosed BRK.B — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).