Berkshire Hathaway shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 49 | 754200.00 |
| 2025-06-30 | $37M | 51 | 728800.00 |
| 2025-03-31 | $39M | 49 | 798441.59 |
| 2024-12-31 | $6.1M | 9 | 680920.00 |
| 2024-09-30 | $6.2M | 9 | 691180.00 |
| 2024-06-30 | $5.5M | 9 | 612241.00 |
| 2024-03-31 | $5.7M | 9 | 634440.00 |
| 2023-12-31 | $5.4M | 10 | 542625.00 |
| 2023-09-30 | $5.3M | 10 | 531477.00 |
| 2023-06-30 | $5.2M | 10 | 517810.00 |
| 2023-03-31 | $4.7M | 10 | 465600.00 |
| 2022-12-31 | $4.2M | 9 | 468711.00 |
| 2022-09-30 | $4.1M | 10 | 406500.00 |
| 2022-06-30 | $4.4M | 11 | 400090.91 |
| 2022-03-31 | $5.8M | 12 | 484833.33 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |
| 2020-09-30 | $640k | 2 | 320000.00 |
| 2020-06-30 | $535k | 2 | 267500.00 |
| 2020-03-31 | $544k | 2 | 272000.00 |
| 2019-12-31 | $3.4M | 10 | 339600.00 |
| 2019-09-30 | $3.1M | 10 | 311800.00 |
| 2019-06-30 | $3.2M | 117k | 27.11 |
| 2019-03-31 | $0 | 0 | 0.00 |
| 2018-12-31 | $3.1M | 10 | 306000.00 |
| 2018-09-30 | $5.4M | 17 | 320000.00 |
| 2018-06-30 | $3.7M | 13 | 282076.92 |
| 2018-03-31 | $3.9M | 13 | 299076.92 |
| 2017-12-31 | $2.1M | 7 | 297571.43 |
| 2017-09-30 | $2.2M | 8 | 274750.00 |
| 2017-06-30 | $2.0M | 8 | 254750.00 |
| 2017-03-31 | $2.0M | 8 | 249875.00 |
| 2016-12-31 | $2.0M | 8 | 244125.00 |
| 2016-09-30 | $1.7M | 8 | 216250.00 |
| 2016-06-30 | $1.7M | 8 | 217000.00 |
| 2016-03-31 | $1.7M | 8 | 213500.00 |
| 2015-12-31 | $1.6M | 8 | 197750.00 |
| 2015-09-30 | $1.6M | 8 | 195250.00 |
More positions owned by Moneta Group Investment Advisors
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