Berkshire Hathaway shares owned by Heritage Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 6 | 502800.00 |
| 2025-06-30 | $2.9M | 6 | 485866.67 |
| 2025-03-31 | $3.2M | 6 | 532294.67 |
| 2024-12-31 | $2.7M | 6 | 453946.67 |
| 2024-06-30 | $2.4M | 6 | 408161.00 |
| 2024-03-31 | $2.5M | 6 | 422960.00 |
| 2023-12-31 | $2.2M | 6 | 361750.33 |
| 2023-09-30 | $2.1M | 6 | 354318.33 |
| 2023-06-30 | $2.1M | 6 | 345206.67 |
| 2023-03-31 | $1.9M | 6 | 310400.00 |
| 2022-12-31 | $1.9M | 6 | 312473.67 |
| 2022-09-30 | $1.6M | 6 | 271000.00 |
| 2022-06-30 | $1.6M | 6 | 272666.67 |
| 2022-03-31 | $2.1M | 6 | 352666.67 |
| 2021-12-31 | $1.8M | 6 | 300500.00 |
| 2021-09-30 | $1.6M | 6 | 274333.33 |
| 2021-06-30 | $1.7M | 6 | 279000.00 |
| 2021-03-31 | $1.5M | 6 | 257166.67 |
| 2020-12-31 | $1.4M | 6 | 231833.33 |
| 2020-09-30 | $1.3M | 6 | 213333.33 |
| 2020-06-30 | $1.1M | 6 | 178166.67 |
| 2020-03-31 | $1.1M | 4 | 272000.00 |
| 2019-12-31 | $1.4M | 4 | 339500.00 |
| 2019-09-30 | $1.2M | 4 | 311750.00 |
| 2019-06-30 | $1.3M | 4 | 318250.00 |
| 2019-03-31 | $1.2M | 4 | 301250.00 |
| 2018-12-31 | $1.2M | 4 | 306000.00 |
| 2018-09-30 | $640k | 2 | 320000.00 |
| 2018-06-30 | $564k | 2 | 282000.00 |
| 2018-03-31 | $598k | 2 | 299000.00 |
| 2017-12-31 | $893k | 3 | 297666.67 |
| 2017-09-30 | $824k | 3 | 274666.67 |
| 2017-06-30 | $764k | 3 | 254666.67 |
| 2017-03-31 | $750k | 3 | 250000.00 |