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Warren E. Buffett

Institutional position changes, all quarters

925 moves

ActionInstitutionQuarterΔ sharesΔ %Held afterFlowImpact
NewMKP Capital Management, L.L.C.Jun 30, 2026+405,500New405,500$202.91Mhigh
ExitedFORSTA AP-FONDENJun 30, 2026-350,360-100%0$176.11Mhigh
AddedQuadrature Capital LtdJun 30, 2026+326,026+314%429,875$163.14Mhigh
TrimmedMEEDER ASSET MANAGEMENT INCJun 30, 2026-117,986-63%68,216$59.04Mhigh
TrimmedFIRST NATIONAL BANK OF OMAHAJun 30, 2026-94,888-43%125,208$47.27Mmedium
TrimmedPerfromance Wealth Partners, LLCJun 30, 2026-38,358-22%139,692$19.19Mmedium
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+38,188+12%344,101$19.11Mmedium
TrimmedLido Advisors, LLCJun 30, 2026-31,252-9.7%290,179$15.64Mmedium
NewWINTON GROUP LtdJun 30, 2026+30,345New30,345$15.18Mmedium
TrimmedSCHWERIN BOYLE CAPITAL MANAGEMENT INCJun 30, 2026-28,092-12%213,066$14.06Mmedium
AddedCANERECTOR INCJun 30, 2026+22,360+81%50,000$11.19Mmedium
TrimmedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026-15,009-91%1,461$7.51Mmedium
TrimmedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026-12,069-13%79,219$6.04Mmedium
ExitedBTGP Boreas Fund LP - Series AJun 30, 2026-10,496-100%0$5.28Mmedium
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-10,022-100%22$5.02Mmedium
ExitedNationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Jun 30, 2026-9,537-100%0$4.79Mlow
TrimmedTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026-7,781-96%333$3.89Mlow
AddedNaviter Wealth, LLCJun 30, 2026+7,707+54%22,101$3.86Mlow
AddedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026+7,585+2.1%362,572$3.80Mlow
TrimmedLITTLE HOUSE CAPITAL LLCJun 30, 2026-7,282-41%10,300$3.64Mlow
TrimmedPlato Investment Management LtdJun 30, 2026-7,163-37%11,984$3.56Mlow
TrimmedAMG National Trust BankJun 30, 2026-6,797-25%20,440$3.40Mlow
TrimmedDakota Wealth ManagementJun 30, 2026-6,597-9.2%64,892$3.30Mlow
AddedEthos Financial Group, LLCJun 30, 2026+6,470+62%16,863$3.29Mlow
TrimmedInlet Private Wealth, LLCJun 30, 2026-6,390-20%25,845$3.20Mlow
TrimmedKG&L Capital Management,LLCJun 30, 2026-6,384-94%410$3.19Mlow
AddedWealthfront Advisers LLCJun 30, 2026+5,628+2.7%212,601$2.82Mlow
TrimmedMarble Harbor Investment Counsel, LLCJun 30, 2026-5,295-28%13,419$2.65Mlow
TrimmedThe PNC Financial Services Group, Inc.Jun 30, 2026-4,907-0.5%1,072,535$2.46Mlow
AddedHarbour Wealth Management Group, Inc.Jun 30, 2026+4,463+76%10,320$2.23Mlow
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-4,389-6.3%65,814$2.20Mlow
TrimmedMawer Investment Management Ltd.Jun 30, 2026-3,983-7.3%50,850$1.99Mlow
TrimmedSPRUCEGROVE INVESTMENT MANAGEMENT LTDJun 30, 2026-3,961-44%5,035$1.98Mlow
TrimmedCornerstone Advisors, LLCJun 30, 2026-3,809-9.1%37,892$1.91Mlow
TrimmedTempleton & Phillips Capital Management, LLCJun 30, 2026-3,724-3.9%92,232$1.86Mlow
AddedUnison Asset Management LLCJun 30, 2026+3,584+8.0%48,189$1.79Mlow
AddedKassira Wealth Management LLCJun 30, 2026+3,460+64%8,883$1.73Mlow
AddedIndie Asset Partners, LLCJun 30, 2026+3,404+272%4,656$1.70Mlow
AddedMidFirst BankJun 30, 2026+3,396+76%7,891$1.70Mlow
AddedBuckley Wealth Management, LLCJun 30, 2026+3,355+7.9%45,696$1.68Mlow
TrimmedBeverly Hills Private Wealth, LLCJun 30, 2026-3,295-16%16,864$1.65Mlow
AddedTRUST CO OF VERMONTJun 30, 2026+3,273+2.6%128,488$1.64Mlow
TrimmedDestiny Wealth Partners, LLCJun 30, 2026-3,073-17%15,097$1.57Mlow
TrimmedInternational Private Wealth Advisors LLCJun 30, 2026-3,130-88%412$1.57Mlow
AddedWestend Capital Management, LLCJun 30, 2026+3,081>1000%3,237$1.54Mlow
AddedVictory Capital Management, Inc.Jun 30, 2026+2,999+0.7%440,045$1.50Mlow
TrimmedArizona State Retirement SystemJun 30, 2026-2,942-0.8%385,899$1.47Mlow
NewHexagon Capital Partners LLCJun 30, 2026+2,898New2,898$1.45Mlow
TrimmedFOCUSED ALPHA, LLCJun 30, 2026-2,835-19%12,222$1.42Mlow
TrimmedMarble Wealth, LLCJun 30, 2026-2,821-20%11,025$1.41Mlow
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