John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Berkshire Hathaway CL B (BRK.B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.04 SEC
2023   Q1 12,950 0.04 Reduce 0.38% <0.01 $308.77 $3,998,572 SEC
2022   Q4 12,999 0.04 Reduce 51.11% 0.04 $308.90 $4,015,391 SEC
2022   Q3 26,588 0.08 Reduce 1.76% <0.01 $267.04 $7,100,000 SEC
2022   Q2 27,063 0.07 Add 2.41% <0.01 $273.03 $7,389,000 SEC
2022   Q1 26,427 0.08 Reduce 90.58% 0.64 $352.90 $9,326,000 SEC
2021   Q4 280,464 0.71 Reduce 7.67% 0.06 $299.00 $83,859,000 SEC
2021   Q3 303,759 0.76 Reduce 19.55% 0.19 $272.94 $82,908,000 SEC
2021   Q2 377,593 0.99 Reduce 19.82% 0.24 $277.92 $104,941,000 SEC
2021   Q1 470,917 1.19 Reduce 27.90% 0.48 $255.47 $120,305,000 SEC
2020   Q4 653,169 1.71 Reduce 8.10% 0.18 $231.87 $151,450,000 SEC
2020   Q3 710,706 2.20 Reduce 5.18% 0.11 $212.94 $151,338,000 SEC
2020   Q2 749,557 2.04 Add 24.87% 0.41 $178.51 $133,803,000 SEC
2020   Q1 600,288 1.93 Add 2.38% 0.04 $182.83 $109,751,000 SEC
2019   Q4 586,349 1.67 Add 1.01% 0.02 $226.50 $132,808,000 SEC
2019   Q3 580,476 1.62 Add 1.81% 0.03 $208.02 $120,751,000 SEC
2019   Q2 570,136 1.54 Reduce 1.13% 0.02 $213.17 $121,536,000 SEC
2019   Q1 576,635 1.45 Add 3.25% 0.05 $200.89 $115,840,000 SEC
2018   Q4 558,458 1.60 Reduce 0.31% <0.01 $204.18 $114,026,000 SEC
2018   Q3 560,217 1.34 Add 1.54% 0.02 $214.11 $119,948,000 SEC
2018   Q2 551,717 1.19 Add 1.38% 0.02 $186.65 $102,978,000 SEC
2018   Q1 544,219 1.27 Reduce 3.23% 0.04 $199.48 $108,561,000 SEC
2017   Q4 562,411 1.29 Add 2.51% 0.03 $198.22 $111,481,000 SEC
2017   Q3 548,655 1.20 Add 4.14% 0.05 $183.32 $100,579,000 SEC
2017   Q2 526,840 1.09 Add 8.41% 0.08 $169.37 $89,231,000 SEC
2017   Q1 485,956 0.99 Add 3.85% 0.04 $166.68 $80,999,000 SEC
2016   Q4 467,962 0.94 Add 12.58% 0.11 $162.98 $76,268,000 SEC
2016   Q3 415,662 0.76 Add 151.06% 0.46 $144.47 $60,051,000 SEC
2016   Q2 165,562 0.32 Add 4.76% 0.01 $144.79 $23,972,000 SEC
2016   Q1 158,036 0.28 Add 13.37% 0.03 $141.88 $22,422,000 SEC
2015   Q4 139,394 0.23 Add 26.53% 0.05 $132.04 $18,406,000 SEC
2015   Q3 110,167 0.19 Add 22.87% 0.04 $130.40 $14,366,000 SEC
2015   Q2 89,665 0.15 Add 20.73% 0.03 $136.11 $12,204,000 SEC
2015   Q1 74,266 0.13 Add 16.10% 0.02 $144.32 $10,718,000 SEC
2014   Q4 63,968 0.12 Add 30.50% 0.03 $150.15 $9,605,000 SEC
2014   Q3 49,016 0.10 Add 2.48% <0.01 $138.14 $6,771,000 SEC
2014   Q2 47,832 0.08 Add 52.70% 0.03 $126.57 $6,054,000 SEC
2014   Q1 31,324 0.05 Add 6.34% <0.01 $124.98 $3,915,000 SEC
2013   Q4 29,456 0.05 Add 403.09% 0.04 $118.55 $3,492,000 SEC
2013   Q3 5,855 0.01 Buy 0.01 $113.58 $665,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.05 SEC
2012   Q4 25,470 0.05 Reduce 43.06% 0.04 $89.71 $2,285,000 SEC
2012   Q3 44,735 0.10 Reduce 19.93% 0.02 $88.21 $3,946,000 SEC
2012   Q2 55,870 0.12 Add 2.01% <0.01 $83.34 $4,656,000 SEC
2012   Q1 54,770 0.11 Add 4.36% <0.01 $81.16 $4,445,000 SEC
2011   Q4 52,480 0.11 Add 5.28% <0.01 $76.30 $4,004,000 SEC
2011   Q3 49,850 0.11 Buy 0.11 $71.03 $3,541,000 SEC
2010   Q2 0 0.00 Sell 100.00% 0.06 SEC
2010   Q1 34,225 0.06 Buy 0.06 $81,270.01 $2,781,466,000 SEC