OPPENHEIMER & CO INC BRK/B — BERKSHIRE HATHAWAY INC CL B COM

Ownership history in OPPENHEIMER & CO INC  ·  93 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported BERKSHIRE HATHAWAY INC CL B COM (BRK/B) in 93 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.6% in 2025 Q1. The latest visible filing shows BRK/B at 1.20% 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 OPPENHEIMER & CO INC's position in BERKSHIRE HATHAWAY INC CL B COM, 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 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% 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.

BRK/B stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 205,356 +5,357 +2.7% 1.20% $98.4M 2026-04-24 $469.32
2025 Q3 REDUCED — — — 199,999 -1,684 -0.8% 1.23% $100.5M 2025-11-06 $493.15
2025 Q2 ADDED — — — 201,683 +3,320 +1.7% 1.30% $98.0M 2025-07-31 $471.88
2025 Q1 ADDED — — — 198,363 +3,047 +1.6% 1.60% $105.6M 2025-04-23 $526.81
2024 Q4 REDUCED — — — 195,316 -1,429 -0.7% 1.32% $88.5M 2025-02-05 $473.73
2024 Q3 REDUCED — — — 196,745 -6,112 -3.0% 1.38% $90.6M 2024-11-05 $445.06
2024 Q2 ADDED — — — 202,857 +5,145 +2.6% 1.31% $82.5M 2024-08-08 $431.54
2024 Q1 ADDED — — — 197,712 +5,241 +2.7% 1.38% $83.1M 2024-05-07 $406.14
2023 Q4 ADDED — — — 192,471 +4,102 +2.2% 1.26% $68.6M 2024-02-13 $394.80
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About OPPENHEIMER & CO INC 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 OPPENHEIMER & CO INC reported owning BRK/B?

OPPENHEIMER & CO INC reported BRK/B across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BRK/B was 1.60% 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 OPPENHEIMER & CO INC reported 205,356 shares, equal to 1.20% of portfolio, with an estimated market value of $98.4M.

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

The chart compares OPPENHEIMER & CO INC'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 OPPENHEIMER & CO INC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, OPPENHEIMER & CO INC correctly timed 42 out of 91 reported position changes (46%). The annualised alpha on BRK/B relative to SPY over the holding period was +0.9%.

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