Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Berkshire Hathaway shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 15k 356.66
2023-09-30 $5.2M 15k 350.30
2023-06-30 $5.1M 15k 341.00
2023-03-31 $4.6M 15k 308.77
2022-12-31 $4.6M 15k 308.90
2022-09-30 $4.1M 15k 267.02
2022-06-30 $4.2M 15k 273.05
2022-03-31 $5.6M 16k 352.93
2021-12-31 $5.0M 17k 299.03
2021-09-30 $4.9M 18k 272.96
2021-06-30 $5.0M 18k 277.93
2021-03-31 $4.6M 18k 255.49
2020-12-31 $4.1M 18k 231.85
2020-09-30 $3.6M 17k 212.93
2020-06-30 $3.1M 17k 178.48
2020-03-31 $3.1M 17k 182.84
2019-12-31 $3.5M 16k 226.51
2019-09-30 $3.2M 15k 208.04
2019-06-30 $3.3M 16k 213.20
2019-03-31 $3.1M 16k 200.91
2018-12-31 $3.4M 17k 204.20
2018-09-30 $3.6M 17k 214.11
2018-06-30 $3.3M 18k 186.64
2018-03-31 $3.6M 18k 199.47
2017-12-31 $3.7M 19k 198.21
2017-09-30 $3.6M 20k 183.31
2017-06-30 $3.3M 20k 169.37
2017-03-31 $3.3M 20k 166.66
2016-12-31 $3.2M 19k 162.99
2016-09-30 $2.9M 20k 144.45
2016-06-30 $2.9M 20k 144.78
2016-03-31 $2.9M 20k 141.88
2015-12-31 $2.7M 20k 132.04
2015-09-30 $2.7M 21k 130.39
2015-06-30 $2.8M 21k 136.10
2015-03-31 $3.1M 22k 144.31
2014-12-31 $3.3M 22k 150.13
2014-09-30 $3.1M 22k 138.16

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway