Berkshire Hathaway shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3 | 754200.00 |
| 2025-06-30 | $2.2M | 3 | 728800.00 |
| 2025-03-31 | $2.4M | 3 | 798441.67 |
| 2023-06-30 | $1.6M | 3 | 517810.00 |
| 2023-03-31 | $1.4M | 3 | 465600.00 |
| 2022-12-31 | $1.4M | 3 | 468711.00 |
| 2022-09-30 | $1.2M | 3 | 406333.33 |
| 2022-06-30 | $1.2M | 3 | 409000.00 |
| 2022-03-31 | $1.6M | 3 | 529000.00 |
| 2021-12-31 | $1.4M | 3 | 450666.67 |
| 2021-09-30 | $1.2M | 3 | 411333.33 |
| 2021-06-30 | $1.3M | 3 | 418666.67 |
| 2021-03-31 | $1.2M | 3 | 385666.67 |
| 2020-12-31 | $1.0M | 3 | 347666.67 |
| 2020-09-30 | $960k | 3 | 320000.00 |
| 2020-06-30 | $802k | 3 | 267333.33 |
| 2020-03-31 | $816k | 3 | 272000.00 |
| 2019-12-31 | $1.0M | 3 | 339666.67 |
| 2019-09-30 | $935k | 3 | 311666.67 |
| 2019-06-30 | $955k | 3 | 318333.33 |
| 2019-03-31 | $904k | 3 | 301333.33 |
| 2018-12-31 | $918k | 3 | 306000.00 |
| 2018-09-30 | $960k | 3 | 320000.00 |
| 2018-06-30 | $846k | 3 | 282000.00 |
| 2018-03-31 | $897k | 3 | 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 |
| 2016-12-31 | $732k | 3 | 244000.00 |
| 2016-09-30 | $649k | 3 | 216333.33 |
| 2016-06-30 | $651k | 3 | 217000.00 |
| 2016-03-31 | $640k | 3 | 213333.33 |
| 2015-12-31 | $593k | 3 | 197666.67 |
| 2015-09-30 | $586k | 3 | 195333.33 |
| 2015-06-30 | $615k | 3 | 205000.00 |
| 2015-03-31 | $652k | 3 | 217333.33 |
| 2014-12-31 | $678k | 3 | 226000.00 |
| 2014-09-30 | $621k | 3 | 207000.00 |
| 2014-06-30 | $570k | 3 | 190000.00 |
| 2014-03-31 | $562k | 3 | 187333.33 |
| 2013-12-31 | $534k | 3 | 178000.00 |
| 2013-09-30 | $852k | 5 | 170400.00 |
| 2013-06-30 | $843k | 5 | 168600.00 |
More positions owned by Montgomery Investment Management
View all positions for Montgomery Investment Management