FAYEZ SAROFIM & CO BRK/B BerkshireHathawayClB

Ownership history in FAYEZ SAROFIM & CO  ·  51 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported BerkshireHathawayClB (BRK/B) in 51 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.94% in 2025 Q1. The latest visible filing shows BRK/B at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FAYEZ SAROFIM & CO's position in BerkshireHathawayClB, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FAYEZ SAROFIM & CO held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 684,439 -6,003 -0.9% 0.84% $328.0M 2026-05-15 $469.32
2025 Q4 REDUCED 690,442 -7,145 -1.0% 0.83% $347.1M 2026-02-13 $497.55
2025 Q3 REDUCED 697,587 -3,406 -0.5% 0.81% $350.7M 2025-11-14 $508.94
2025 Q2 REDUCED 700,993 -10,930 -1.5% 0.82% $340.5M 2025-08-14 $479.22
2025 Q1 REDUCED 711,923 -12,397 -1.7% 0.94% $379.2M 2025-05-12 $514.30
2024 Q4 ADDED 724,320 +57,822 +8.7% 0.80% $328.3M 2025-02-14 $479.59
2024 Q3 ADDED 666,498 +112,217 +20.2% 0.78% $306.8M 2024-11-14 $467.70
2024 Q2 ADDED 554,281 +232,855 +72.4% 0.61% $225.5M 2024-08-14 $438.47
2024 Q1 REDUCED 321,426 -2,612 -0.8% 0.40% $135.2M 2024-05-14 $410.24
2023 Q4 REDUCED 324,038 -4,447 -1.4% 0.39% $129.1M 2024-02-15 $403.45
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & CO and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has FAYEZ SAROFIM & CO reported owning BRK/B?

FAYEZ SAROFIM & CO reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for BRK/B was 0.94% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when FAYEZ SAROFIM & CO reported 684,439 shares, equal to 0.84% of portfolio, with an estimated market value of $328.0M.

What does the chart on this BRK/B ownership page compare?

The chart compares FAYEZ SAROFIM & CO's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FAYEZ SAROFIM & CO time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, FAYEZ SAROFIM & CO correctly timed 23 out of 49 reported position changes (47%). The annualised alpha on BRK/B relative to SPY over the holding period was -2.4%.

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