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Berkshire Hathaway shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 13k 356.66
2023-09-30 $4.8M 14k 350.30
2023-06-30 $4.7M 14k 341.00
2023-03-31 $4.4M 14k 308.77
2022-12-31 $4.5M 15k 308.90
2022-09-30 $3.7M 14k 267.03
2022-06-30 $4.2M 15k 273.01
2022-03-31 $5.5M 16k 352.92
2021-12-31 $4.8M 16k 299.01
2021-09-30 $4.4M 16k 272.91
2021-06-30 $4.4M 16k 277.91
2021-03-31 $3.1M 12k 255.46
2020-12-31 $3.8M 17k 231.86
2020-09-30 $3.6M 17k 212.91
2020-06-30 $3.0M 17k 178.52
2020-03-31 $3.2M 17k 182.85
2019-12-31 $4.0M 18k 226.50
2019-09-30 $3.8M 18k 208.02
2019-06-30 $3.9M 18k 213.17
2019-03-31 $3.9M 20k 200.87
2018-12-31 $3.7M 18k 204.15
2018-09-30 $3.2M 15k 214.11
2018-06-30 $2.8M 15k 186.68
2018-03-31 $2.9M 15k 199.48
2017-12-31 $3.7M 18k 198.22
2017-09-30 $2.4M 13k 183.34
2017-06-30 $2.2M 13k 169.39
2017-03-31 $2.1M 13k 166.71
2016-12-31 $2.1M 13k 162.96
2016-09-30 $2.0M 14k 144.48
2016-06-30 $2.0M 14k 144.82
2016-03-31 $1.9M 14k 141.89
2015-12-31 $1.8M 14k 132.02
2015-09-30 $2.0M 15k 130.41
2015-06-30 $2.2M 16k 136.12
2015-03-31 $2.2M 15k 144.35
2014-12-31 $2.1M 14k 150.13
2014-09-30 $2.0M 15k 138.13
2014-06-30 $1.7M 13k 126.55
2014-03-31 $1.6M 13k 124.98
2013-12-31 $1.5M 13k 118.52
2013-09-30 $1.4M 13k 113.52
2013-06-30 $1.4M 13k 111.93
2012-03-31 $903k 11k 81.14
2011-12-31 $929k 12k 76.28
2011-09-30 $769k 11k 71.08
2011-06-30 $850k 11k 77.43
2011-03-31 $926k 11k 83.66

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

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