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 		$117M Buy
244,500
+94,200
+63% +$46.2M 0.2% 56
2025
Q4 		$75.5M Sell
150,300
-240,900
-62% -$120M 0.15% 67
2025
Q3 		$197M Buy
391,200
+135,500
+53% +$65.6M 0.37% 30
2025
Q2 		$124M Sell
255,700
-129,200
-34% -$65.6M 0.31% 34
2025
Q1 		$205M Buy
384,900
+33,500
+10% +$16.3M 0.54% 24
2024
Q4 		$159M Buy
351,400
+185,600
+112% +$85.7M 0.38% 33
2024
Q3 		$76.3M Buy
165,800
+46,600
+39% +$20.6M 0.23% 50
2024
Q2 		$48.5M Buy
119,200
+96,700
+430% +$39.5M 0.15% 87
2024
Q1 		$9.46M Sell
22,500
-155,300
-87% -$61.1M 0.03% 290
2023
Q4 		$63.4M Sell
177,800
-4,500
-2% -$1.58M 0.19% 80
2023
Q3 		$63.9M Buy
182,300
+12,700
+7% +$4.51M 0.29% 41
2023
Q2 		$57.8M Buy
169,600
+34,700
+26% +$11.3M 0.29% 45
2023
Q1 		$41.7M Sell
134,900
-154,700
-53% -$47.7M 0.21% 46
2022
Q4 		$89.5M Buy
289,600
+23,900
+9% +$7.1M 0.65% 14
2022
Q3 		$70.9M Sell
265,700
-177,100
-40% -$50.4M 0.43% 20
2022
Q2 		$121M Sell
442,800
-596,400
-57% -$187M 0.59% 16
2022
Q1 		$367M Sell
1,039,200
-1,148,900
-53% -$372M 1.01% 13
2021
Q4 		$654M Buy
2,188,100
+506,200
+30% +$145M 1.09% 13
2021
Q3 		$459M Sell
1,681,900
-194,800
-10% -$54.7M 0.91% 13
2021
Q2 		$522M Buy
1,876,700
+508,400
+37% +$142M 1.18% 11
2021
Q1 		$350M Buy
1,368,300
+341,200
+33% +$82.9M 1.03% 13
2020
Q4 		$238M Buy
1,027,100
+210,700
+26% +$46.4M 0.8% 19
2020
Q3 		$174M Buy
816,400
+311,100
+62% +$63.6M 0.89% 16
2020
Q2 		$90.2M Buy
505,300
+235,700
+87% +$43M 0.6% 22
2020
Q1 		$49.3M Sell
269,600
-459,500
-63% -$97.7M 0.79% 12
2019
Q4 		$165M Buy
729,100
+249,200
+52% +$54.1M 0.89% 14
2019
Q3 		$99.8M Buy
479,900
+14,100
+3% +$2.91M 0.69% 27
2019
Q2 		$99.3M Buy
465,800
+181,100
+64% +$37.5M 0.72% 18
2019
Q1 		$57.2M Buy
284,700
+152,600
+116% +$30.8M 0.53% 35
2018
Q4 		$27M Buy
132,100
+9,200
+7% +$1.92M 0.33% 45
2018
Q3 		$26.3M Buy
+122,900
New +$25.2M 0.3% 52
2018
Q1 		– Sell
-600
Closed -$118K – 361
2017
Q4 		$118K Hold
600
– – ﹤0.01% 461
2017
Q3 		$109K Hold
600
– – ﹤0.01% 503
2017
Q2 		$100K Sell
600
-12,400
-95% -$2.06M ﹤0.01% 597
2017
Q1 		$2.17M Hold
13,000
– – 0.05% 269
2016
Q4 		$2.12M Buy
13,000
+11,700
+900% +$1.8M 0.07% 266
2016
Q3 		$187K Buy
+1,300
New +$190K ﹤0.01% 691
2014
Q1 		– Sell
-99,900
Closed -$11.8M – 391
2013
Q4 		$11.8M Sell
99,900
-51,900
-34% -$6M 0.13% 90
2013
Q3 		$17.2M Buy
151,800
+50,000
+49% +$5.77M 0.17% 68
2013
Q2 		$11.4M Buy
+101,800
New +$11.2M 0.12% 86

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.