TIM
BRK.B icon

Tortoise Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Tortoise Investment Management’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
2013
Q4 		– Sell
-1,700
Closed -$2K – 346
2013
Q3 		$2K Hold
1,700
– – ﹤0.01% 302
2013
Q2 		$5K Buy
+1,700
New +$187K ﹤0.01% 286

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's BRK.B Position: Q2 2026 in Review

Tortoise Investment Management increased its Berkshire Hathaway Class B (BRK.B) stake by 2.7% in Q2 2026, buying an estimated $229K and bringing the position to 18,159 shares worth $9.09M. The position accounts for 0.68% of the portfolio, ranked #46.

Tortoise Investment Management first reported a position in BRK.B in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.62M in Q1 2025. 3,514 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Tortoise Investment Management held 18,159 shares of Berkshire Hathaway Class B worth $9.09M as of Q2 2026.
  • Tortoise Investment Management bought 476 Berkshire Hathaway Class B shares in Q2 2026, an estimated $229K.
  • Berkshire Hathaway Class B made up 0.68% of Tortoise Investment Management's portfolio in Q2 2026, its #46 holding.
  • Tortoise Investment Management first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's Berkshire Hathaway Class B position peaked at $9.62M in Q1 2025.
  • 3,514 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.