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Berkshire Hathaway shares owned by Capital Investment Advisors

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

Historical chart of Capital Investment Advisors investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 50k 460.26
2024-06-30 $19M 48k 406.80
2024-03-31 $20M 48k 420.52
2023-12-31 $16M 46k 356.66
2023-09-30 $15M 42k 350.30
2023-06-30 $14M 42k 341.00
2023-03-31 $12M 39k 308.77
2022-12-31 $12M 39k 308.91
2022-09-30 $9.9M 37k 267.02
2022-06-30 $11M 39k 273.01
2022-03-31 $14M 39k 352.92
2021-12-31 $12M 39k 298.99
2021-09-30 $11M 39k 272.94
2021-06-30 $11M 39k 277.91
2021-03-31 $9.8M 38k 255.48
2020-12-31 $9.0M 39k 231.88
2020-09-30 $8.0M 38k 212.95
2020-06-30 $6.3M 35k 178.51
2020-03-31 $5.7M 31k 182.82
2019-12-31 $4.4M 20k 226.51
2019-09-30 $4.0M 19k 208.03
2019-06-30 $4.1M 19k 213.15
2019-03-31 $3.9M 19k 200.90
2018-12-31 $3.8M 19k 204.16
2018-09-30 $3.8M 18k 214.11
2018-06-30 $3.3M 18k 186.63
2018-03-31 $3.6M 18k 199.47
2017-12-31 $3.4M 17k 198.20
2017-09-30 $3.0M 16k 183.32
2017-06-30 $2.9M 17k 169.40
2017-03-31 $2.7M 16k 166.70
2016-12-31 $2.6M 16k 162.98
2016-09-30 $2.3M 16k 144.47
2015-03-31 $2.2M 15k 150.15
2014-12-31 $2.2M 15k 150.15
2014-09-30 $2.0M 15k 138.12
2014-06-30 $1.9M 15k 126.56
2014-03-31 $1.9M 16k 124.97
2013-12-31 $1.8M 16k 118.54

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View all positions for Capital Investment Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway