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Berkshire Hathaway shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 19k 502.75
2025-06-30 $8.8M 18k 489.62
2025-03-31 $9.6M 18k 537.72
2024-12-31 $8.1M 18k 453.56
2024-09-30 $7.9M 18k 453.79
2024-06-30 $6.9M 17k 410.52
2024-03-31 $7.3M 17k 418.62
2023-12-31 $5.8M 16k 356.66
2023-09-30 $5.4M 16k 348.43
2023-06-30 $4.9M 14k 341.09
2023-03-31 $4.3M 14k 308.77
2022-12-31 $3.9M 13k 309.26
2022-09-30 $2.9M 11k 266.98
2022-06-30 $2.5M 9.2k 273.02
2022-03-31 $3.2M 9.1k 352.90
2021-12-31 $2.7M 9.1k 298.99
2021-09-30 $2.4M 8.7k 272.92
2021-06-30 $2.6M 9.3k 277.92
2021-03-31 $2.5M 9.7k 255.49
2020-06-30 $2.0M 9.4k 212.64
2020-03-31 $1.5M 9.0k 170.56
2019-12-31 $1.8M 8.1k 227.30
2019-09-30 $1.1M 5.3k 207.93
2019-06-30 $1.1M 4.9k 213.13
2019-03-31 $201k 1.0k 201.00
2018-12-31 $1.2M 5.9k 204.12
2018-09-30 $1.3M 6.1k 214.18
2018-06-30 $1.1M 5.9k 186.67
2018-03-31 $1.2M 6.0k 199.50
2017-12-31 $1.2M 6.2k 198.25
2017-09-30 $1.2M 6.3k 183.30
2017-06-30 $1.1M 6.4k 169.38
2016-03-31 $805k 5.7k 141.88

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway