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Berkshire Hathaway shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 8.0k 494.82

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Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Vanguard Fiduciary Trust
Royal Bank of Canada
Susquehanna International

View all funds holding Berkshire Hathaway