BRK-B
Berkshire Hathaway Inc. · Financial Services · Insurance - Diversified
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +1.2% ·
net new positions -4.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 185 | 0 | 720.95M | $360.56B | +3 | −2 |
| Q1 2026 | 187 | +1 | 714.06M | $342.13B | +4 | −4 |
| Q4 2025 | 185 | 0 | 754.93M | $377.49B | +1 | — |
| Q3 2025 | 29 | +2 | 493.83M | $248.21B | +2 | −1 |
| Q2 2025 | 25 | 0 | 439.59M | $213.47B | — | — |
| Q1 2025 | 22 | -1 | 156.92M | $83.52B | — | −1 |
| Q4 2024 | 23 | 0 | 155.13M | $70.29B | — | — |
| Q3 2024 | 22 | -1 | 85.95M | $39.51B | +1 | −2 |
| Q2 2024 | 23 | — | 90.81M | $36.91B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 72.23M | +0.8% | $38.47B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 39.37M | +3.7% | $20.92B | 1.6% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Gates Foundation Trust ✦ | 17.17M | -12.6% | $9.15B | 21.9% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 11.14M | +7.6% | $5.93B | 0.7% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 7.23M | +6.4% | $3.85B | 0.5% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.36M | +43.6% | $1.26B | 0.2% | ▲ Add | 4 | SEC ↗ ×9 |
| 7 | Adage Capital Partners ✦ | 1.59M | -13.4% | $845.51M | 1.6% | ▼ Trim | 4 | SEC ↗ |
| 8 | Markel Group ✦ | 1.53M | 0.0% | $815.90M | 7.2% | Held | 4 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 1.06M | +122.0% | $565.32M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 1.03M | +28.2% | $548.51M | 0.6% | ▲ Add | 4 | SEC ↗ ×7 |
| 11 | Himalaya Capital ✦ | 897.75K | 0.0% | $478.12M | 21.6% | Held | 4 | SEC ↗ |
| 12 | Millennium Management ✦ | 567.25K | -17.1% | $302.10M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 340.36K | +18.6% | $181.27M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 96.84K | +22.9% | $51.58M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 15 | Tweedy, Browne ✦ | 89.97K | -10.4% | $47.92M | 4.2% | ▼ Trim | 4 | SEC ↗ |
| 16 | GAMCO Investors ✦ | 83.57K | -3.9% | $44.51M | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 35.59K | +8.4% | $18.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 29.03K | +7157.0% | $15.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 19 | Harris Associates (Oakmark) ✦ | 28.68K | -12.0% | $15.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 21.24K | -88.4% | $11.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Dodge & Cox ✦ | 12.74K | +0.3% | $6.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 2.04K | -10.3% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Bridgewater Associates | $682,186 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4,794 holders, 892.44M shares, $414.66B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.