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Berkshire Hathaway shares owned by Defined Financial Planning

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Defined Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 566 499.84
2025-06-30 $251k 533 470.13
2025-03-31 $287k 539 532.99

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View all positions for Defined Financial Planning

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