Berkshire Hathaway shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135M | 268k | 502.74 |
| 2025-06-30 | $132M | 272k | 485.77 |
| 2025-03-31 | $155M | 292k | 532.58 |
| 2024-12-31 | $127M | 279k | 453.28 |
| 2024-09-30 | $130M | 283k | 460.26 |
| 2024-06-30 | $117M | 288k | 406.80 |
| 2024-03-31 | $123M | 291k | 420.52 |
| 2023-09-30 | $103M | 295k | 350.30 |
| 2023-06-30 | $101M | 296k | 341.00 |
| 2023-03-31 | $91M | 294k | 308.77 |
| 2022-12-31 | $92M | 298k | 308.90 |
| 2022-09-30 | $80M | 299k | 267.02 |
| 2022-06-30 | $80M | 295k | 270.59 |
| 2022-03-31 | $103M | 297k | 346.67 |
| 2021-12-31 | $89M | 297k | 299.00 |
| 2021-09-30 | $81M | 297k | 272.94 |
| 2021-06-30 | $84M | 301k | 277.92 |
| 2021-03-31 | $77M | 302k | 255.47 |
| 2020-12-31 | $69M | 299k | 231.87 |
| 2020-09-30 | $63M | 295k | 212.93 |
| 2020-06-30 | $52M | 292k | 178.51 |
| 2020-03-31 | $53M | 287k | 182.83 |
| 2019-12-31 | $64M | 283k | 226.50 |
| 2019-09-30 | $58M | 279k | 208.01 |
| 2019-06-30 | $58M | 273k | 213.17 |
| 2019-03-31 | $48M | 239k | 200.90 |
| 2018-12-31 | $46M | 227k | 204.18 |
| 2018-09-30 | $48M | 224k | 214.12 |
| 2018-06-30 | $41M | 221k | 186.64 |
| 2018-03-31 | $41M | 205k | 199.48 |
| 2017-12-31 | $40M | 203k | 198.23 |
| 2017-09-30 | $37M | 204k | 183.32 |
| 2017-06-30 | $35M | 209k | 169.37 |
| 2017-03-31 | $35M | 207k | 166.68 |
| 2016-12-31 | $36M | 224k | 162.97 |
| 2016-09-30 | $33M | 232k | 144.47 |
| 2016-06-30 | $34M | 238k | 144.80 |
| 2016-03-31 | $34M | 239k | 141.88 |
| 2015-12-31 | $32M | 245k | 132.03 |
| 2015-09-30 | $30M | 232k | 130.47 |
| 2015-06-30 | $32M | 232k | 135.89 |
| 2015-03-31 | $33M | 230k | 144.37 |
| 2014-12-31 | $34M | 224k | 150.27 |
| 2014-09-30 | $30M | 217k | 138.18 |
| 2014-06-30 | $27M | 214k | 126.65 |
| 2014-03-31 | $26M | 205k | 124.82 |
| 2013-12-31 | $25M | 208k | 118.75 |
| 2013-09-30 | $22M | 193k | 113.51 |
| 2013-06-30 | $22M | 192k | 111.88 |
| 2013-03-31 | $20M | 194k | 104.21 |
| 2012-09-30 | $13M | 147k | 88.21 |
| 2012-03-31 | $11M | 139k | 81.19 |
| 2011-12-31 | $11M | 142k | 76.00 |
| 2011-09-30 | $9.8M | 137k | 71.06 |
| 2011-06-30 | $11M | 141k | 77.39 |
| 2011-03-31 | $11M | 134k | 83.68 |
| 2010-12-31 | $10M | 126k | 80.15 |
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