Capstone Investment Advisors
BRK.B icon

Capstone Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Capstone Investment Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3M Buy
46,500
+2,800
+6% +$1.37M 0.04% 155
2025
Q4 		$22M Sell
43,700
-43,200
-50% -$21.5M 0.04% 168
2025
Q3 		$43.7M Buy
86,900
+14,500
+20% +$7.02M 0.08% 116
2025
Q2 		$35.2M Sell
72,400
-16,300
-18% -$8.28M 0.09% 91
2025
Q1 		$47.2M Sell
88,700
-2,800
-3% -$1.36M 0.12% 81
2024
Q4 		$41.5M Buy
91,500
+41,300
+82% +$19.1M 0.1% 116
2024
Q3 		$23.1M Buy
50,200
+16,300
+48% +$7.21M 0.07% 164
2024
Q2 		$13.8M Buy
33,900
+31,800
+1,514% +$13M 0.04% 247
2024
Q1 		$883K Sell
2,100
-33,800
-94% -$13.3M ﹤0.01% 1225
2023
Q4 		$12.8M Sell
35,900
-8,500
-19% -$2.98M 0.04% 292
2023
Q3 		$15.6M Sell
44,400
-9,800
-18% -$3.48M 0.07% 192
2023
Q2 		$18.5M Buy
54,200
+5,600
+12% +$1.83M 0.09% 148
2023
Q1 		$15M Sell
48,600
-7,800
-14% -$2.4M 0.08% 179
2022
Q4 		$17.4M Buy
56,400
+8,000
+17% +$2.38M 0.13% 126
2022
Q3 		$12.9M Sell
48,400
-15,600
-24% -$4.44M 0.08% 183
2022
Q2 		$17.5M Sell
64,000
-139,800
-69% -$43.9M 0.09% 150
2022
Q1 		$71.9M Sell
203,800
-119,000
-37% -$38.5M 0.2% 64
2021
Q4 		$96.5M Buy
322,800
+39,800
+14% +$11.4M 0.16% 111
2021
Q3 		$77.2M Sell
283,000
-9,500
-3% -$2.67M 0.15% 120
2021
Q2 		$81.3M Buy
292,500
+8,100
+3% +$2.26M 0.18% 109
2021
Q1 		$72.7M Sell
284,400
-3,300
-1% -$801K 0.21% 94
2020
Q4 		$66.7M Buy
287,700
+33,200
+13% +$7.31M 0.22% 84
2020
Q3 		$54.2M Buy
254,500
+48,800
+24% +$9.98M 0.28% 66
2020
Q2 		$36.7M Buy
205,700
+109,200
+113% +$19.9M 0.24% 72
2020
Q1 		$17.6M Sell
96,500
-143,100
-60% -$30.4M 0.28% 59
2019
Q4 		$54.3M Sell
239,600
-12,900
-5% -$2.8M 0.29% 69
2019
Q3 		$52.5M Buy
252,500
+15,300
+6% +$3.15M 0.36% 51
2019
Q2 		$50.6M Buy
237,200
+70,700
+42% +$14.6M 0.37% 55
2019
Q1 		$33.4M Buy
166,500
+93,900
+129% +$19M 0.31% 70
2018
Q4 		$14.8M Buy
72,600
+17,800
+32% +$3.72M 0.18% 89
2018
Q3 		$11.7M Buy
+54,800
New +$11.2M 0.13% 119
2018
Q1 		– Sell
-16,200
Closed -$3.21M – 360
2017
Q4 		$3.21M Hold
16,200
– – 0.09% 136
2017
Q3 		$2.97M Hold
16,200
– – 0.1% 142
2017
Q2 		$2.74M Sell
16,200
-5,900
-27% -$981K 0.07% 219
2017
Q1 		$3.68M Sell
22,100
-11,100
-33% -$1.86M 0.09% 182
2016
Q4 		$5.41M Buy
33,200
+22,100
+199% +$3.4M 0.17% 119
2016
Q3 		$1.6M Buy
+11,100
New +$1.62M 0.04% 296
2014
Q1 		– Sell
-264,100
Closed -$31.3M – 390
2013
Q4 		$31.3M Hold
264,100
– – 0.34% 37
2013
Q3 		$30M Buy
264,100
+50,000
+23% +$5.77M 0.3% 51
2013
Q2 		$24M Buy
+214,100
New +$23.6M 0.25% 53

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's BRK.B Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Berkshire Hathaway Class B (BRK.B) in Q1 2026: 27,107 shares worth $13M. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BRK.B as recently as Q3 2025.

Capstone Investment Advisors first reported a position in BRK.B in Q3 2014 and has held it in 26 quarters since. The position peaked at $40.3M in Q2 2022. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Capstone Investment Advisors held 27,107 shares of Berkshire Hathaway Class B worth $13M as of Q1 2026.
  • Berkshire Hathaway Class B was a new Capstone Investment Advisors position in Q1 2026.
  • Berkshire Hathaway Class B made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #247 holding.
  • Capstone Investment Advisors first reported a position in Berkshire Hathaway Class B in Q3 2014 and has held it in 26 quarters since.
  • Capstone Investment Advisors's Berkshire Hathaway Class B position peaked at $40.3M in Q2 2022.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.