LPL Financial
BRK.B icon

LPL Financial’s Berkshire Hathaway Class B BRK.B Stock Holding History

LPL Financial’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 		$1.53M Sell
3,200
-800
-20% -$393K ﹤0.01% 3756
2025
Q4 		$2.01M Sell
4,000
-1,200
-23% -$597K ﹤0.01% 3417
2025
Q3 		$2.61M Buy
5,200
+100
+2% +$48.4K ﹤0.01% 3065
2025
Q2 		$2.48M Buy
5,100
+1,800
+55% +$914K ﹤0.01% 2924
2025
Q1 		$1.76M Buy
3,300
+200
+6% +$97.2K ﹤0.01% 3068
2024
Q4 		$1.41M Sell
3,100
-300
-9% -$139K ﹤0.01% 3197
2024
Q3 		$1.56M Buy
3,400
+100
+3% +$44.2K ﹤0.01% 2967
2024
Q2 		$1.34M Buy
3,300
+3,290
+32,900% +$1.34M ﹤0.01% 2974
2024
Q1 		$421K Sell
10
-1,090
-99% -$429K ﹤0.01% 3916
2023
Q4 		$392K Hold
1,100
– – ﹤0.01% 3860
2023
Q3 		$385K Buy
1,100
+200
+22% +$71K ﹤0.01% 3693
2023
Q2 		$307K Buy
+900
New +$294K ﹤0.01% 3831
2022
Q3 		– Sell
-1,000
Closed -$273K – 4428
2022
Q2 		$273K Buy
+1,000
New +$314K ﹤0.01% 3708

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

LPL Financial's BRK.B Position: Q1 2026 in Review

LPL Financial increased its Berkshire Hathaway Class B (BRK.B) stake by 1.2% in Q1 2026, buying an estimated $20.3M and bringing the position to 3,408,718 shares worth $1.63B. The position accounts for 0.43% of the portfolio, ranked #43.

LPL Financial first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69B in Q4 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • LPL Financial held 3,408,718 shares of Berkshire Hathaway Class B worth $1.63B as of Q1 2026.
  • LPL Financial bought 41,312 Berkshire Hathaway Class B shares in Q1 2026, an estimated $20.3M.
  • Berkshire Hathaway Class B made up 0.43% of LPL Financial's portfolio in Q1 2026, its #43 holding.
  • LPL Financial first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Berkshire Hathaway Class B position peaked at $1.69B in Q4 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.