Berkshire Hathaway shares owned by Creative Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $956M | 2.7M | 356.66 |
| 2023-09-30 | $928M | 2.6M | 350.30 |
| 2023-06-30 | $507k | 2.7M | 0.19 |
| 2023-03-31 | $816M | 2.6M | 308.77 |
| 2022-12-31 | $828M | 2.7M | 308.90 |
| 2022-09-30 | $713M | 2.7M | 267.02 |
| 2022-06-30 | $734M | 2.7M | 273.02 |
| 2022-03-31 | $4.2M | 2.7M | 1.58 |
| 2021-12-31 | $790M | 2.6M | 299.00 |
| 2021-09-30 | $731M | 2.7M | 272.94 |
| 2021-06-30 | $0 | 2.7M | 0.00 |
| 2021-03-31 | $745M | 2.9M | 255.47 |
| 2020-12-31 | $707M | 3.1M | 231.87 |
| 2020-09-30 | $679M | 3.2M | 212.94 |
| 2020-06-30 | $573M | 3.2M | 178.51 |
| 2020-03-31 | $612M | 3.3M | 182.83 |
| 2019-12-31 | $836M | 3.7M | 226.50 |
| 2019-09-30 | $805M | 3.9M | 208.10 |
| 2019-06-30 | $805M | 3.8M | 213.17 |
| 2019-03-31 | $737M | 3.7M | 200.75 |
| 2018-12-31 | $724M | 3.5M | 204.22 |
| 2018-09-30 | $746M | 3.5M | 214.16 |
| 2018-06-30 | $662M | 3.5M | 186.68 |
| 2018-03-31 | $681M | 3.4M | 199.52 |
| 2017-12-31 | $609M | 3.1M | 198.33 |
| 2017-09-30 | $529M | 2.9M | 183.18 |
| 2017-06-30 | $468M | 2.8M | 169.37 |
| 2017-03-31 | $432M | 2.6M | 166.67 |
| 2016-12-31 | $384M | 2.4M | 163.14 |
| 2016-09-30 | $335M | 2.3M | 144.21 |
| 2016-06-30 | $294M | 2.0M | 144.77 |
| 2016-03-31 | $271M | 1.9M | 141.88 |
| 2015-12-31 | $241M | 1.8M | 132.04 |
| 2015-09-30 | $227M | 1.7M | 130.40 |
| 2015-06-30 | $226M | 1.7M | 136.11 |
| 2015-03-31 | $226M | 1.6M | 144.32 |
| 2014-12-31 | $217M | 1.4M | 150.15 |
| 2014-09-30 | $185M | 1.3M | 138.14 |
| 2014-06-30 | $157M | 1.2M | 126.56 |
| 2014-03-31 | $143M | 1.1M | 124.97 |
| 2013-12-31 | $127M | 1.1M | 118.56 |
| 2013-09-30 | $110M | 970k | 113.51 |
| 2013-06-30 | $100M | 890k | 111.92 |
| 2012-12-31 | $61M | 682k | 89.70 |
| 2012-09-30 | $52M | 590k | 88.20 |
| 2012-06-30 | $45M | 538k | 83.33 |
| 2011-12-31 | $31M | 407k | 76.30 |