The cluster is 100% active managers with zero sellers, suggesting a shared thesis around Berkshire's intrinsic value accumulation. Given the 45-day reporting lag, monitor next quarter's 13F for potential unwinding or further accumulation. No insider buying or other cross-filings are present to corroborate.
Executive Summary
Three institutional asset managers accumulated $44.8M net in Berkshire Hathaway (BRK-A) during Q3 2026, led by a $38.1M new position from Ninety One UK and a 600% increase from Atwood & Palmer. The cluster is entirely active-manager buying with no sellers, signaling conviction in the company's long-term value proposition.
Key Financial Metrics
Institutional Positions
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | NEW | +0% | $38.1M | $38.1M |
| Atwood & Palmer | DOUBLED | +600% | $5.2M | $4.5M |
| Farther Finance Advisors | ADD | +42.9% | $7.5M | $2.2M |
Key Facts
- 3 active asset managers added $44.8M net to BRK-A positions in Q3 2026
- Ninety One UK initiated a new $38.1M position (51 shares)
- Atwood & Palmer more than doubled its stake, increasing 600% to $5.2M
- Farther Finance Advisors added 42.9% to reach $7.5M
- No institutional sellers were detected in this cluster
Financial Impact
Three institutions accumulated $44.8M in net new BRK-A holdings, with total buying value of $50.8M and no selling activity from sellers.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small share counts (max 51 shares) indicate tiny relative to BRK-A's $700K+ per-share price — the dollar values are real but the cluster represents a minuscule fraction of float
- No insider buying or other catalysts provided to confirm the thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BRK-A-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Institutional Cluster | $789,486.00 $820,500.00 | ▲ +3.93% | ▲ +4.94% | — |
May 15, 2026 23w ago | 13F-HR | $730,000.00 $724,500.00 | ▼ −0.75% | ▼ −2.37% | — |
Apr 14, 2026 28w ago | 424B5 | $716,783.00 $703,700.00 | ▼ −1.83% | ▼ −3.22% | — |
Apr 1, 2026 29w ago | 424B5 | $716,300.00 $720,003.00 | ▲ +0.52% | ▼ −3.10% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers