Berkshire Hathaway shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $21M | 29 | 728800.00 |
| 2025-03-31 | $22M | 27 | 798441.61 |
| 2024-12-31 | $2.7M | 4 | 680920.00 |
| 2024-09-30 | $2.8M | 4 | 691180.00 |
| 2024-06-30 | $2.4M | 4 | 612241.00 |
| 2024-03-31 | $2.5M | 4 | 634440.00 |
| 2023-12-31 | $2.2M | 4 | 542625.00 |
| 2023-09-30 | $2.1M | 4 | 531477.00 |
| 2023-06-30 | $2.1M | 2 | 1035620.00 |
| 2023-03-31 | $222k | 1.5k | 146.54 |
| 2022-12-31 | $937k | 2 | 468711.00 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $1.1M | 2 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 263k | 1.57 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2020-09-30 | $320k | 1 | 320000.00 |
| 2020-06-30 | $1.9M | 700 | 2672.86 |
| 2020-03-31 | $816k | 3 | 272000.00 |
| 2019-12-31 | $680k | 2 | 340000.00 |
| 2018-12-31 | $306k | 1 | 306000.00 |
| 2018-09-30 | $320k | 1 | 320000.00 |
| 2018-06-30 | $282k | 1 | 282000.00 |
| 2018-03-31 | $299k | 1 | 299000.00 |
| 2017-12-31 | $298k | 1 | 298000.00 |
| 2017-09-30 | $275k | 1 | 275000.00 |
| 2017-06-30 | $255k | 1 | 255000.00 |
| 2017-03-31 | $250k | 1 | 250000.00 |
| 2016-12-31 | $244k | 1 | 244000.00 |
| 2016-09-30 | $432k | 2 | 216000.00 |
| 2016-06-30 | $434k | 2 | 217000.00 |
| 2016-03-31 | $427k | 2 | 213500.00 |
| 2015-12-31 | $396k | 2 | 198000.00 |
| 2015-09-30 | $390k | 2 | 195000.00 |
| 2015-06-30 | $410k | 2 | 204850.00 |
| 2015-03-31 | $435k | 2 | 217500.00 |
| 2014-12-31 | $452k | 2 | 226000.00 |
| 2014-09-30 | $414k | 2 | 207000.00 |
| 2014-06-30 | $380k | 2 | 190000.00 |
| 2014-03-31 | $375k | 2 | 187500.00 |
| 2013-12-31 | $356k | 2 | 178000.00 |
| 2013-09-30 | $341k | 2 | 170500.00 |
| 2013-06-30 | $337k | 2 | 168500.00 |
| 2013-03-31 | $313k | 2 | 156500.00 |
| 2012-09-30 | $531k | 4 | 132750.00 |
| 2012-06-30 | $250k | 2 | 125000.00 |
| 2012-03-31 | $244k | 2 | 122000.00 |
| 2011-12-31 | $344k | 3 | 114666.67 |