BRK/B
Berkshire Hathaway Inc-cl B
23 super-investors hold BRK/B worth a combined $16.01B. The largest position: Bill & Melinda Gates Foundation Trust at 25.8% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 68 — ranked #7 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own BRK/B
The Gates Foundation Trust's $8.2B position — 25.8% of its entire portfolio — anchors what is collectively a $16.0B bet across 23 members of the cohort, making BRK/B one of the most widely held names in this universe. Duan Yongping added to his 21.9% allocation this quarter, and Francis Chou initiated a new position, while Francois Rochon trimmed modestly. The owner count has held in a narrow 9–10 range for eight consecutive quarters, suggesting the cohort has largely finished its accumulation and now treats this as a stable core holding. Li Lu, Christopher Bloomstran, and Wallace Weitz round out the high-conviction holders, each carrying double-digit or near-double-digit allocations.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Warren Buffett Plans to Dump All His Berkshire Hathaway Stock. Should You Still Hold?24/7 Wall St. ·
- Buffett’s Final $140 Billion Trade: Here’s Where All His Stock Is Going, and Who Got Left Out24/7 Wall St. ·
- Will Greg Abel’s Delta Bet and Buffett’s Share Conversions Change Berkshire Hathaway's (BRK.A) Narrativesimplywall.st ·
- Berkshire Hathaway B (BRK.B) Stock Slides as Market Rises: Facts to Know Before You TradeYahoo! Finance Canada ·
- Warren Buffett To Donate 12 Million Berkshire Hathaway Class B Shares To Four FoundationsPulse 2.0 ·
- Warren Buffett Donates 12 Million Berkshire Shares To Four FoundationsHedge Fund Alpha ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (23) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 25.8% | 40q | $8.17B | 17,048,304 |
| 2 | Duan Yongping | 21.9% | 29q | $4.38B | 9,147,796 |
| 3 | Thomas Gayner | 6.1% | 40q | $734M | 1,531,971 |
| 4 | Joel Greenblatt | 0.4% | 39q | $572M | 1,193,500 |
| 5 | Thomas Russo | 6.3% | 40q | $532M | 1,110,429 |
| 6 | Li Lu | 13.4% | 19q | $430M | 897,749 |
| 7 | Christopher Davis | 1.6% | 40q | $359M | 749,846 |
| 8 | Francois Rochon | 6.6% | 38q | $181M | 378,625 |
| 9 | Yacktman Asset Management | 2.0% | 40q | $151M | 314,981 |
| 10 | Wallace Weitz | 9.3% | 40q | $134M | 278,850 |
| 11 | Christopher Bloomstran | 14.5% | 40q | $121M | 253,025 |
| 12 | Harry Burn | 3.2% | 40q | $96M | 199,485 |
| 13 | Tweedy Browne | 3.7% | 40q | $47M | 97,406 |
| 14 | First Eagle Investment Management | <0.1% | 21q | $28M | 57,603 |
| 15 | Bruce Berkowitz | 1.6% | 30q | $24M | 50,452 |
| 16 | Bill Nygren | <0.1% | 26q | $12M | 25,439 |
| 17 | Mairs & Power Funds | 0.1% | 40q | $11M | 23,929 |
| 18 | David Katz | 0.5% | 40q | $6M | 11,595 |
| 19 | Dodge & Cox Funds | <0.1% | 40q | $5M | 11,440 |
| 20 | Robert Olstein | 1.2% | 25q | $5M | 11,000 |
| 21 | Chuck Akre | 0.1% | 40q | $5M | 10,339 |
| 22 | Francis Chou | 0.7% | — 1q | $1M | 3,100 |
| 23 | Torray Funds | 0.2% | 36q | $1M | 2,884 |
- 1Bill & Melinda Gates Foundation Trustport25.8%val$8.17B17,048,304 sh·40q held
- 2Duan Yongpingport21.9%val$4.38B9,147,796 sh·29q held
- 3Thomas Gaynerport6.1%val$734M1,531,971 sh·40q held
- 4Joel Greenblattport0.4%val$572M1,193,500 sh·39q held
- 5Thomas Russoport6.3%val$532M1,110,429 sh·40q held
- 6Li Luport13.4%val$430M897,749 sh·19q held
- 7Christopher Davisport1.6%val$359M749,846 sh·40q held
- 8Francois Rochonport6.6%val$181M378,625 sh·38q held
- 9Yacktman Asset Managementport2.0%val$151M314,981 sh·40q held
- 10Wallace Weitzport9.3%val$134M278,850 sh·40q held
- 11Christopher Bloomstranport14.5%val$121M253,025 sh·40q held
- 12Harry Burnport3.2%val$96M199,485 sh·40q held
- 13Tweedy Browneport3.7%val$47M97,406 sh·40q held
- 14First Eagle Investment Managementport<0.1%val$28M57,603 sh·21q held
- 15Bruce Berkowitzport1.6%val$24M50,452 sh·30q held
- 16Bill Nygrenport<0.1%val$12M25,439 sh·26q held
- 17Mairs & Power Fundsport0.1%val$11M23,929 sh·40q held
- 18David Katzport0.5%val$6M11,595 sh·40q held
- 19Dodge & Cox Fundsport<0.1%val$5M11,440 sh·40q held
- 20Robert Olsteinport1.2%val$5M11,000 sh·25q held
- 21Chuck Akreport0.1%val$5M10,339 sh·40q held
- 22Francis Chouport0.7%val$1M3,100 sh·—1q held
- 23Torray Fundsport0.2%val$1M2,884 sh·36q held
Owners of BRK/B also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | ADD | 21.9% | +27% | $4.38B | May 19, 2026 |
| Francois Rochon | TRIM | 6.6% | -25% | $181M | May 15, 2026 |
| Francis Chou | NEW | 0.7% | +100% | $1M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 084670702. Not investment advice.