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Berkshire Hathaway shares owned by Legacy Wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Legacy Wealth Advisors from 13F filings

Historical chart of Legacy Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 19 718140.00

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View all positions for Legacy Wealth Advisors

Top funds holding Berkshire Hathaway

Mirae Asset Global Investments
Vinva Investment Management
FMR
First Manhattan
LM Advisors
Vista Capital Partners
Vanguard Group
Vanguard Portfolio Management
HighTower Advisors
Clear Point Advisors
Gardner Russo & Gardner
Everett Harris & Co
Vanguard Capital Management
Hikari Tsushin
Markel Corporation

View all funds holding Berkshire Hathaway