Public record / Tickers / BRK-B

BRK-B — BERKSHIRE HATHAWAY INC

Both disclosure regimes on one name: who in Congress filed about BRK-B, 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
24
all PTR rows naming BRK-B
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-23
filed 2021-07-23
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

Perdue , Jr, David A · $100K–$250K

Sale · traded 2020-04-14 → filed 2021-05-02. Ranked over every BRK-B row by the provable lower bound, never a point estimate.

No member disclosed BRK-B 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.

8 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-B 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-B · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BRK-B
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-07-23Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 02-03 LATE·170d$50K–$100K
2021-05-19Jerry Moran R–KSPurchaseTraded 2020-03-10 LATE·435d$1K–$15Kamendment pending
2021-05-19Jerry Moran R–KSPurchaseTraded 2020-03-10 LATE·435d$1K–$15Kamendment pending
2021-05-02Perdue , Jr, David A Sale · partial · JT (partial sale, jointly owned)Traded 2020-04-14 LATE·383d$15K–$50Kamendment pending
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-14 LATE·383d$100K–$250Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in BRK-B

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

No member disclosed BRK-B in the trailing 12 months.

Congress ↔ notable managers · BRK-B

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

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
DateWhoChangeSize
2026-05-15Soros Fund Management 13Fnew+133,277 sh
2026-05-15Tudor Investment Corp 13Fadd+76,859 sh
2026-05-15Gotham Asset Management 13Fadd+3,592 sh
2026-05-15Gates Foundation Trust 13Ftrim−2,358,460 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−5,718 sh
2026-05-14Caxton Associates 13Fnew+493 sh

6 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

full holders view ↗
Top institutional holders of BRK-B for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$58.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$56.3B1
3STATE STREET CORP$35.5B1
4GEODE CAPITAL MANAGEMENT, LLC$19.7B1
5MORGAN STANLEY$12.9B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$11.4B1
7GATES FOUNDATION TRUST$8.2B1
8NORTHERN TRUST CORP$7.4B1
9FMR LLC$7.2B1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.5B1
11Bank of New York Mellon Corp$5.2B1
12VANGUARD FIDUCIARY TRUST CO$4.9B1
13H&H International Investment, LLC$4.4B1
14ROYAL BANK OF CANADA$4.4B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.2B1
16BANK OF AMERICA CORP /DE/$4.1B1
17DIMENSIONAL FUND ADVISORS LP$3.5B1
18Legal & General Group Plc$2.8B1
19Nuveen, LLC$2.7B1
20WELLS FARGO & COMPANY/MN$2.5B1
21Invesco Ltd.$2.3B1
22Amundi$2.3B1
23ALLIANCEBERNSTEIN L.P.$2.2B1
24UBS Group AG$2.2B1
25RAYMOND JAMES FINANCIAL INC$2.0B1
26Swiss National Bank$1.9B1
27Vanguard Global Advisers, LLC$1.9B1
28Mitsubishi UFJ Asset Management Co., Ltd.$1.8B1
29DEUTSCHE BANK AG\$1.7B1
30LPL Financial LLC$1.6B1
31HSBC HOLDINGS PLC$1.6B1
32Sumitomo Mitsui Trust Group, Inc.$1.6B1
33AMERIPRISE FINANCIAL INC$1.6B1
34CANADA PENSION PLAN INVESTMENT BOARD$1.4B1
35Creative Planning$1.4B1
36National Pension Service$1.3B1
37Baird Financial Group, Inc.$1.3B1
38Artisan Partners Limited Partnership$1.2B1
39BANK OF MONTREAL /CAN/$1.2B1
40HighTower Advisors, LLC$1.2B1
41PRINCIPAL FINANCIAL GROUP INC$1.1B1
42Assenagon Asset Management S.A.$1.1B1
43VANGUARD ASSET MANAGEMENT, Ltd$1.1B1
44Capital Research Global Investors$924M1
45TETRAD CORP$922M1
46GQG Partners LLC$909M1
47FIRST MANHATTAN CO. LLC.$864M1
48Corient Private Wealth LLC$832M1
49ADAGE CAPITAL PARTNERS GP, L.L.C.$804M1
50WELLINGTON MANAGEMENT GROUP LLP$789M1
51AQR CAPITAL MANAGEMENT LLC$787M1
52CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$786M1
53TWO SIGMA INVESTMENTS, LP$777M1
54CITIGROUP INC$769M1
55STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$760M1
56MARKEL GROUP INC.$734M1
57Rothschild & Co Wealth Management UK Ltd$703M1
58PRUDENTIAL FINANCIAL INC$703M1
59MANUFACTURERS LIFE INSURANCE COMPANY, THE$659M1
60Chevy Chase Trust Holdings, LLC$641M1
61Focus Partners Wealth$636M1
62Swedbank AB$630M1
63DIAMOND HILL CAPITAL MANAGEMENT INC$610M1
64Mariner, LLC$602M1
65ENVESTNET ASSET MANAGEMENT INC$595M1
66Quantinno Capital Management LP$591M1
67CITADEL ADVISORS LLC$572M1
68NATIONAL BANK OF CANADA /FI/$569M1
69US BANCORP \DE\$560M1
70AVIVA PLC$546M1
71OSAIC HOLDINGS, INC.$544M1
72FRANKLIN RESOURCES INC$533M1
73GARDNER RUSSO & QUINN LLC$532M1
74COMMONWEALTH EQUITY SERVICES, LLC$530M1
75LONDON CO OF VIRGINIA$519M1
76BARROW HANLEY MEWHINNEY & STRAUSS LLC$514M1
77Korea Investment CORP$499M1
78VOYA INVESTMENT MANAGEMENT LLC$496M1
79FIL Ltd$488M1
80BROWN ADVISORY INC$485M1
81Mesirow Financial Investment Management, Inc.$468M1
82Cetera Investment Advisers$467M1
83WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$466M1
84ROYAL LONDON ASSET MANAGEMENT LTD$457M1
85CIBC WORLD MARKET INC.$436M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$430M1
87Himalaya Capital Management LLC$430M1
88SCHRODER INVESTMENT MANAGEMENT GROUP$424M1
89STIFEL FINANCIAL CORP$423M1
90CREDIT AGRICOLE S A$423M1
91Ensign Peak Advisors, Inc$414M1
92Capital International Investors$405M1
93FIFTH THIRD BANCORP$394M1
94Bank Julius Baer & Co. Ltd, Zurich$392M1
95Cerity Partners LLC$387M1
96DANSKE BANK A/S$383M1
97Hudson Bay Capital Management LP$367M1
98APG Asset Management N.V.$359M1
99STATE OF WISCONSIN INVESTMENT BOARD$356M1
100Retirement Systems of Alabama$355M1
101TD ASSET MANAGEMENT INC$355M1
102CIBC Bancorp USA Inc.$353M1
103NORDEA INVESTMENT MANAGEMENT AB$352M1
104DAVENPORT & Co LLC$347M1
105OSSIAM$344M1
106SCOTIA CAPITAL INC.$332M1
107PUBLIC SECTOR PENSION INVESTMENT BOARD$332M1
108Pictet Asset Management Holding SA$328M1
109PFA Pension, Forsikringsaktieselskab$326M1
110TORONTO DOMINION BANK$319M1
111SUSQUEHANNA INTERNATIONAL GROUP, LLP$314M1
112MILLENNIUM MANAGEMENT LLC$313M1
113Allianz Asset Management GmbH$309M1
114Vanguard Investments Australia, Ltd.$307M1
115NewEdge Advisors, LLC$300M1
116TRUIST FINANCIAL CORP$291M1
117Asset Management One Co., Ltd.$284M1
118SEI INVESTMENTS CO$283M1
119Squarepoint Ops LLC$281M1
120SWF LLC$280M1
121Rockefeller Capital Management L.P.$275M1
122BNP Paribas Asset Management Holding S.A.$274M1
123MERCER GLOBAL ADVISORS INC /ADV$270M1
124AMERICAN CENTURY COMPANIES INC$264M1
125Clearbridge Investments, LLC$260M1
126HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$256M1
127Empower Advisory Group, LLC$256M1
128Holocene Advisors, LP$253M1
129KLP KAPITALFORVALTNING AS$252M1
130Federation des caisses Desjardins du Quebec$249M1
131NOMURA ASSET MANAGEMENT CO LTD$242M1
132Czech National Bank$239M1
133BLAIR WILLIAM & CO/IL$237M1
134Tredje AP-fonden$236M1
135Kestra Advisory Services, LLC$233M1
136Findlay Park Partners LLP$232M1
137CIBC Asset Management Inc$228M1
138State of New Jersey Common Pension Fund D$227M1
139Rafferty Asset Management, LLC$226M1
140D. E. Shaw & Co., Inc.$224M1
141MACKENZIE FINANCIAL CORP$224M1
142Resona Asset Management Co.,Ltd.$212M1
143NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$212M1
144BALYASNY ASSET MANAGEMENT L.P.$211M1
145Philip James Wealth Mangement, LLC$209M1
146FIRST TRUST ADVISORS LP$209M1
147MKP Capital Management, L.L.C.$206M1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$205M1
149FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$199M1
150AMF Tjanstepension AB$198M1
151TEACHER RETIREMENT SYSTEM OF TEXAS$197M1
152BSN Capital Partners Ltd$196M1
153Pathstone Holdings, LLC$194M1
154CWM, LLC$189M1
155Eurizon Capital SGR S.p.A.$187M1
156Sather Financial Group Inc$184M1
157Giverny Capital Inc.$181M1
158Arizona State Retirement System$181M1
159ProShare Advisors LLC$180M1
160MAI Capital Management$178M1
161ARMSTRONG HENRY H ASSOCIATES INC$177M1
162Allspring Global Investments Holdings, LLC$176M1
163Robeco Institutional Asset Management B.V.$175M1
164Beacon Pointe Advisors, LLC$171M1
165GATEWAY INVESTMENT ADVISERS LLC$167M1
166Zurcher Kantonalbank (Zurich Cantonalbank)$167M1
167Woodline Partners LP$164M1
168TD Waterhouse Canada Inc.$163M1
169Cannell & Spears LLC$163M1
170DnB Asset Management AS$161M1
171WORLDQUANT MILLENNIUM ADVISORS LLC$159M1
172Magellan Asset Management Ltd$159M1
173Aberdeen Group plc$159M1
174Lido Advisors, LLC$156M1
175Private Advisor Group, LLC$154M1
176O'SHAUGHNESSY ASSET MANAGEMENT, LLC$152M1
177MML INVESTORS SERVICES, LLC$151M1
178Ruane, Cunniff & Goldfarb L.P.$149M1
179United American Securities Inc. (d/b/a UAS Asset Management)$147M1
180MCDONALD CAPITAL INVESTORS INC/CA$146M1
181IEQ CAPITAL, LLC$145M1
182D.A. DAVIDSON & CO.$142M1
1831832 Asset Management L.P.$142M1
184Daiwa Securities Group Inc.$138M1
185XPONANCE LLC$137M1
186Steward Partners Investment Advisory, LLC$136M1
187Evelyn Partners Investment Management LLP$135M1
188COMMERCE BANK$135M1
189M&T BANK CORP$134M1
190WEITZ INVESTMENT MANAGEMENT, INC.$134M1
191Southeast Asset Advisors, LLC$133M1
192AE Wealth Management LLC$132M1
193BANK OF NOVA SCOTIA$132M1
194Calamos Advisors LLC$131M1
195Qube Research & Technologies Ltd$130M1
196NEOS Investment Management LLC$130M1
197BRISTOL JOHN W & CO INC /NY/$130M1
198UNITED CAPITAL FINANCIAL ADVISORS, LLC$128M1
199Tidal Investments LLC$128M1
200IFM Investors Pty Ltd$127M1
201DAVIS R M INC$123M1
202Evercore Wealth Management, LLC$123M1
203KEYBANK NATIONAL ASSOCIATION/OH$123M1
204OP Asset Management Ltd$122M1
205NEW YORK LIFE INVESTMENT MANAGEMENT LLC$122M1
206ASSETMARK, INC$121M1
207Connor, Clark & Lunn Investment Management Ltd.$121M1
208SEMPER AUGUSTUS INVESTMENTS GROUP LLC$121M1
209Sequoia Financial Advisors, LLC$121M1
210Paralel Advisors LLC$120M1
211Janus Henderson Group Ltd.$120M1
212Quilter Plc$118M1
213STOREBRAND ASSET MANAGEMENT AS$118M1
214Zurich Insurance Group Ltd/FI$118M1
215RWWM, Inc.$117M1
216Wallace Capital Management Inc.$116M1
217Utah Retirement Systems$115M1
218Vanguard Personalized Indexing Management, LLC$115M1
219FACTORY MUTUAL INSURANCE CO$114M1
220Northstar Group, Inc.$113M1
221TCTC Holdings, LLC$112M1
222SCHARF INVESTMENTS, LLC$111M1
223MACQUARIE GROUP LTD$110M1
224Epoch Investment Partners, Inc.$110M1
225EP Wealth Advisors, LLC$109M1
226&PARTNERS$109M1
227Waverly Advisors, LLC$108M1
228ACR Alpine Capital Research, LLC$108M1
229Vident Advisory, LLC$108M1
230USS Investment Management Ltd$106M1
231Equitable Holdings, Inc.$106M1
232Wealthfront Advisers LLC$103M1
233Mutual Advisors, LLC$103M1
234HM PAYSON & CO$102M1
235Birch Hill Investment Advisors LLC$102M1
236Hendershot Investments Inc.$102M1
237GLENMEDE TRUST CO NA$101M1
238YOUSIF CAPITAL MANAGEMENT, LLC$101M1
239OREGON PUBLIC EMPLOYEES RETIREMENT FUND$101M1
240Sumitomo Mitsui DS Asset Management Company, Ltd$100M1
241QRG CAPITAL MANAGEMENT, INC.$98.9M1
242GREAT LAKES ADVISORS, LLC$98.5M1
243OPPENHEIMER & CO INC$98.4M1
244PANAGORA ASSET MANAGEMENT INC$98.4M1
245JRM Investment Counsel, LLC$97.2M1
246TOCQUEVILLE ASSET MANAGEMENT L.P.$95.5M1
247Iron Gate Global Advisors LLC$95.1M1
248BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$95.0M1
249Pangea Capital Gestao de Recursos Ltda.$94.9M1
250MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$93.3M1
251Carnegie Investment Counsel$93.1M1
252COLDSTREAM CAPITAL MANAGEMENT INC$92.9M1
253Clear Street Group Inc.$92.2M1
254Swiss Life Asset Management Ltd$91.6M1
255Jacobi Capital Management LLC$91.4M1
256Cresset Asset Management, LLC$90.3M1
257SP Asset Management LLC$89.9M1
258HOWLAND CAPITAL MANAGEMENT LLC$87.3M1
259CAPITOLIS LIQUID GLOBAL MARKETS LLC$86.8M1
260Empowered Funds, LLC$85.8M1
261HB Wealth Management, LLC$85.4M1
262GUYASUTA INVESTMENT ADVISORS INC$85.1M1
263Archon Partners LLC$84.7M1
264Performance Wealth Partners, LLC$84.3M1
265NISSAY ASSET MANAGEMENT CORP /JAPAN$84.0M1
266KESTRA PRIVATE WEALTH SERVICES, LLC$83.5M1
267MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$83.2M1
268SALEM INVESTMENT COUNSELORS INC$82.1M1
269Allworth Financial LP$79.9M1
270Summit Financial, LLC$79.8M1
271SHAYNE & JACOBS, LLC$79.3M1
272CLIFFORD SWAN INVESTMENT COUNSEL LLC$78.8M1
273UMB Bank, n.a.$78.8M1
274Advisors Capital Management, LLC$78.7M1
275Segment Wealth Management, LLC$78.6M1
276SMITH CHAS P & ASSOCIATES PA CPAS$78.0M1
277Ardent Capital Management, Inc.$76.5M1
278MONETA GROUP INVESTMENT ADVISORS LLC$76.2M1
279Mraz, Amerine & Associates, Inc.$76.0M1
280Clearstead Advisors, LLC$74.8M1
281Bronte Capital Management Pty Ltd.$74.3M1
282Miller Investment Management, LP$73.9M1
283Chicago Partners Investment Group LLC$73.8M1
284Badgley Phelps Wealth Managers, LLC$73.7M1
285Edgemoor Investment Advisors, Inc.$72.4M1
286FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$71.9M1
287PRIVATE MANAGEMENT GROUP INC$71.4M1
288WESTWOOD HOLDINGS GROUP INC$70.3M1
289PARSONS CAPITAL MANAGEMENT INC/RI$68.0M1
290Atlantic Union Bankshares Corp$67.7M1
291St. James Investment Company, LLC$67.7M1
292FOUNDERS CAPITAL MANAGEMENT, LLC$67.3M1
293Prospera Financial Services Inc$67.1M1
294PARTHENON LLC$66.3M1
295BAXTER BROS INC$65.1M1
296CENTRAL TRUST Co$65.0M1
297NORTHEAST INVESTMENT MANAGEMENT$64.8M1
298DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$64.6M1
299Obermeyer Wealth Partners$64.4M1
300SOROS FUND MANAGEMENT LLC$63.9M1
301Investment Management Corp of Ontario$63.8M1
302ASR Vermogensbeheer N.V.$63.5M1
303Elgethun Capital Management$63.4M1
304JACOBS LEVY EQUITY MANAGEMENT, INC$62.7M1
305MOGY JOEL R INVESTMENT COUNSEL INC$62.6M1
306Roundview Capital LLC$62.5M1
307Aptus Capital Advisors, LLC$62.4M1
308Independent Advisor Alliance$61.8M1
309Glenview Trust Co$61.2M1
310Merit Financial Group, LLC$61.0M1
311TUDOR INVESTMENT CORP ET AL$60.8M1
312SouthState Bank Corp$60.7M1
313FIDUCIARY TRUST CO$60.6M1
314Solitude Financial Services$59.3M1
315NS Partners Ltd$59.2M1
316Illinois Municipal Retirement Fund$58.8M1
317GoodHaven Capital Management, LLC$58.6M1
318Trexquant Investment LP$58.6M1
319Diesslin Group, Inc.$58.1M1
320SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$57.8M1
321Purpose Unlimited Inc.$57.4M1
322CULBERTSON A N & CO INC$57.3M1
323Stack Financial Management, Inc$57.1M1
324UniSuper Management Pty Ltd$56.9M1
325NATIXIS$56.9M1
326FIRST NATIONAL BANK OF OMAHA$56.4M1
327WELCH & FORBES LLC$56.3M1
328Lafayette Investments, Inc.$56.1M1
329BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$55.4M1
330Savant Capital, LLC$54.6M1
331DDD Partners, LLC$54.6M1
332CAPITAL ADVISORS INC/OK$54.0M1
333J.W. COLE ADVISORS, INC.$53.8M1
334Destination Wealth Management$53.7M1
335Chemistry Wealth Management LLC$53.7M1
336SFMG, LLC$53.5M1
337SHAPIRO CAPITAL MANAGEMENT LLC$53.2M1
338MIZUHO SECURITIES USA LLC$53.1M1
339OPPENHEIMER ASSET MANAGEMENT INC.$53.0M1
340Avior Wealth Management, LLC$52.3M1
341AVENIR CORP$52.2M1
342GenTrust, LLC$52.1M1
343CHOREO, LLC$51.8M1
344New Capital Management LP$51.4M1
345Curi Capital, LLC$50.6M1
346LAZARD ASSET MANAGEMENT LLC$50.5M1
347FIRST FOUNDATION ADVISORS$50.5M1
348PORTLAND INVESTMENT COUNSEL INC.$50.3M1
349SEIZERT CAPITAL PARTNERS, LLC$50.2M1
350PINNACLE ASSOCIATES LTD$50.1M1
351JFS WEALTH ADVISORS, LLC$50.0M1
352ASSOCIATED BANC-CORP$49.9M1
353Gotham Asset Management, LLC$49.9M1
354Danica Pension, Livsforsikringsaktieselskab$49.8M1
355SAYBROOK CAPITAL /NC$49.8M1
356Hound Partners, LLC$49.6M1
357Smith Salley Wealth Management$49.1M1
358Lincoln Capital LLC$48.8M1
359WITTENBERG INVESTMENT MANAGEMENT, INC.$48.6M1
360GRANDFIELD & DODD, LLC$48.5M1
361Private Wealth Partners, LLC$48.4M1
362Polar Capital Holdings Plc$48.3M1
363Defender Capital, LLC.$47.7M1
364Modern Wealth Management, LLC$47.6M1
365Pinnacle Financial Partners, Inc.$47.4M1
366Crossmark Global Holdings, Inc.$47.2M1
367Norinchukin Bank, The$46.8M1
368OMERS ADMINISTRATION Corp$46.7M1
369WCG Wealth Advisors LLC$46.6M1
370One Charles Private Wealth Services, LLC$46.4M1
371Ironvine Capital Partners, LLC$46.3M1
372Orion Porfolio Solutions, LLC$46.2M1
373First Nebraska Trust Co$45.5M1
374MEEDER ASSET MANAGEMENT INC$45.0M1
375Maryland State Retirement & Pension System$44.5M1
376Apollon Wealth Management, LLC$44.3M1
377Templeton & Phillips Capital Management, LLC$44.2M1
378PRUDENTIAL PLC$44.2M1
379Jain Global LLC$43.7M1
380Man Group plc$43.6M1
381Banco Santander, S.A.$43.3M1
382LGT Fund Management Co Ltd.$43.2M1
383Mill Capital Management, LLC$43.1M1
384Matthew Goff Investment Advisor, LLC$42.8M1
385Freestone Capital Holdings, LLC$42.5M1
386JOHNSON INVESTMENT COUNSEL INC$42.3M1
387Laird Norton Wetherby Trust Company, LLC$41.7M1
388Concurrent Investment Advisors, LLC$41.2M1
389VOLORIDGE INVESTMENT MANAGEMENT, LLC$40.7M1
390LGT Group Foundation$40.7M1
391Dai-ichi Life Insurance Company, Ltd$40.2M1
392Summit Trail Advisors, LLC$40.1M1
393Red Door Wealth Management, LLC$40.1M1
394Arkfeld Wealth Strategies, L.L.C.$39.9M1
395Gradient Investments LLC$39.6M1
396Wharton Business Group, LLC$39.2M1
397Ervin Investment Management, LLC$38.9M1
398Greenbrier Partners Capital Management, LLC$38.7M1
399HUB Investment Partners, LLC$38.5M1
400CITIZENS FINANCIAL GROUP INC/RI$38.2M1
401PYA Waltman Capital, LLC$38.1M1
402Painted Porch Advisors LLC$38.1M1
403Stratos Wealth Partners, LTD.$38.1M1
404Voleon Capital Management LP$37.9M1
405American Financial Advisors, LLC$37.9M1
406Texas Yale Capital Corp.$37.7M1
407EXENCIAL WEALTH ADVISORS, LLC$37.6M1
408NWF Advisory Services Inc.$37.2M1
409CWA Asset Management Group, LLC$37.1M1
410REGIONS FINANCIAL CORP$36.6M1
411CADINHA & CO LLC$36.3M1
412MUFG Securities EMEA plc$36.0M1
413Baltimore-Washington Financial Advisors, Inc.$35.9M1
414FULTON BREAKEFIELD BROENNIMAN LLC$35.8M1
415Bleakley Financial Group, LLC$35.6M1
416World Investment Advisors$35.5M1
417ASPIRIANT, LLC$35.5M1
418Optiver Holding B.V.$35.4M1
419YHB Investment Advisors, Inc.$35.3M1
420Graves Light Lenhart Wealth, Inc.$35.3M1
421NICOLET BANKSHARES INC$35.3M1
422Greenline Partners, LLC$35.1M1
423SIGNATUREFD, LLC$35.1M1
424STEPHENS INC /AR/$34.7M1
425KANAWHA CAPITAL MANAGEMENT LLC$34.4M1
426Baker Ellis Asset Management LLC$34.4M1
427HUTCHINSON CAPITAL MANAGEMENT/CA$34.3M1
428D'Orazio & Associates, Inc.$34.0M1
429ABN AMRO INVESTMENT SOLUTIONS$33.9M1
430INSIGNEO ADVISORY SERVICES, LLC$33.9M1
431Lee Financial Co$33.9M1
432Caprock Group, LLC$33.6M1
433Geneos Wealth Management Inc.$33.5M1
434Avalon Trust Co$33.5M1
435ProVise Management Group, LLC$33.4M1
436Vise Technologies, Inc.$33.3M1
437SHUFRO ROSE & CO LLC$33.3M1
438ARTHUR M. COHEN & ASSOCIATES, LLC$33.1M1
439Security National Bank$33.1M1
440London & Capital Asset Management Ltd$33.1M1
441Metis Global Partners, LLC$33.0M1
442TITLEIST ASSET MANAGEMENT, LLC$32.8M1
443Composition Wealth, LLC$32.6M1
444Diversified Trust Co$32.5M1
445Choate Investment Advisors$32.4M1
446Constant Guidance Financial LLC$32.3M1
447Trilogy Capital Inc.$32.1M1
448Wealthspire Advisors, LLC$32.0M1
449WealthPLAN Partners, LLC$31.9M1
450B. Metzler seel. Sohn & Co. AG$31.8M1
451Dakota Wealth Management$31.6M1
452JANE STREET GROUP, LLC$31.6M1
453GREENWOOD GEARHART LLC$31.6M1
454LOCUST WOOD CAPITAL ADVISERS, LLC$31.5M1
455ANCHOR CAPITAL ADVISORS LLC$31.5M1
456EDMOND DE ROTHSCHILD HOLDING S.A.$31.4M1
457AMERICAN NATIONAL BANK & TRUST$31.4M1
458Live Oak Private Wealth LLC$31.3M1
459Osmosis Investment Management UK Ltd$31.3M1
460Generate Investment Management Ltd$31.2M1
461NLB Skladi, upravljanje premozenja, d.o.o.$30.9M1
462Bryn Mawr Trust Advisors, LLC$30.9M1
463RWA WEALTH PARTNERS, LLC$30.7M1
464Strata Wealth Advisors, LLC$30.5M1
465Evernest Financial Advisors, LLC$30.5M1
466Van Hulzen Asset Management, LLC$30.5M1
467OneDigital Investment Advisors LLC$30.2M1
468LMCG INVESTMENTS, LLC$30.2M1
469BECKER CAPITAL MANAGEMENT INC$30.1M1
470NewEdge Wealth, LLC$30.1M1
471NOMURA HOLDINGS INC$30.1M1
472Perigon Wealth Management, LLC$29.9M1
473Callan Family Office, LLC$29.9M1
474FJ Investments, LLC$29.8M1
475Union Bancaire Privee, UBP SA$29.8M1
476Compound Planning, Inc.$29.8M1
477Wilmington Savings Fund Society, FSB$29.7M1
478Capital Investment Advisors, LLC$29.6M1
479EXCHANGE TRADED CONCEPTS, LLC$29.6M1
480Clarity Financial LLC$29.2M1
481Valmark Advisers, Inc.$29.2M1
482Clear Harbor Asset Management, LLC$29.1M1
483BEESE FULMER INVESTMENT MANAGEMENT, INC.$29.0M1
484Sagewood Asset Management LP$29.0M1
485Focus Financial Network, Inc.$28.6M1
486Sowell Financial Services LLC$28.6M1
487NICHOLS & PRATT ADVISERS LLP /MA$28.4M1
488CARRET ASSET MANAGEMENT, LLC$28.3M1
489NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$28.1M1
490Zuckerman Investment Group, LLC$27.8M1
491ACORN FINANCIAL ADVISORY SERVICES INC /ADV$27.7M1
492EASTERN BANK$27.6M1
493Violich Capital Management, Inc.$27.6M1
494First Eagle Investment Management, LLC$27.6M1
495Accredited Investors Inc.$27.6M1
496W.G. Shaheen & Associates DBA Whitney & Co$27.6M1
497True North Advisors, LLC$27.4M1
498Bradyco, Inc.$27.4M1
499PECAUT & CO.$27.4M1
500Chicago Capital, LLC$27.3M1
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-B

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BRK-B · financials and macro

Financials — as filed PLANNED

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