Berkshire Hathaway shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 19k | 502.72 |
| 2025-06-30 | $9.1M | 19k | 485.77 |
| 2025-03-31 | $9.7M | 18k | 532.42 |
| 2024-12-31 | $8.4M | 19k | 453.26 |
| 2024-09-30 | $8.7M | 19k | 460.26 |
| 2024-06-30 | $7.7M | 19k | 406.79 |
| 2024-03-31 | $8.2M | 20k | 420.51 |
| 2023-12-31 | $7.2M | 20k | 356.64 |
| 2023-09-30 | $5.9M | 17k | 350.40 |
| 2023-06-30 | $6.0M | 18k | 340.99 |
| 2023-03-31 | $5.8M | 19k | 308.79 |
| 2022-12-31 | $5.8M | 19k | 308.88 |
| 2022-09-30 | $5.2M | 20k | 267.01 |
| 2022-06-30 | $5.2M | 19k | 273.01 |
| 2022-03-31 | $6.8M | 19k | 352.91 |
| 2021-12-31 | $6.0M | 20k | 298.98 |
| 2021-09-30 | $5.7M | 21k | 272.95 |
| 2021-06-30 | $5.7M | 21k | 277.91 |
| 2021-03-31 | $5.3M | 21k | 255.46 |
| 2020-12-31 | $5.0M | 22k | 231.89 |
| 2020-09-30 | $4.8M | 23k | 212.93 |
| 2020-06-30 | $4.1M | 23k | 178.51 |
| 2020-03-31 | $3.8M | 21k | 182.84 |
| 2019-12-31 | $4.7M | 21k | 226.49 |
| 2019-09-30 | $4.3M | 21k | 208.03 |
| 2019-06-30 | $4.5M | 21k | 213.16 |
| 2019-03-31 | $4.5M | 22k | 200.87 |
| 2018-12-31 | $4.7M | 23k | 204.19 |
| 2018-09-30 | $4.9M | 23k | 214.12 |
| 2018-06-30 | $4.5M | 24k | 186.66 |
| 2018-03-31 | $4.6M | 23k | 199.48 |
| 2017-12-31 | $4.4M | 22k | 198.23 |
| 2017-09-30 | $4.0M | 22k | 183.34 |
| 2017-06-30 | $3.7M | 22k | 169.38 |
| 2017-03-31 | $3.7M | 22k | 166.68 |
| 2016-12-31 | $3.7M | 23k | 162.98 |
| 2016-09-30 | $3.4M | 23k | 144.47 |
| 2016-06-30 | $3.4M | 24k | 144.80 |
| 2016-03-31 | $3.4M | 24k | 141.89 |
| 2015-12-31 | $3.3M | 25k | 132.04 |
| 2015-09-30 | $3.2M | 25k | 130.42 |
| 2015-06-30 | $3.4M | 25k | 136.09 |
| 2015-03-31 | $3.6M | 25k | 144.32 |
| 2014-12-31 | $3.7M | 25k | 150.13 |
| 2014-09-30 | $3.5M | 26k | 138.12 |
| 2014-06-30 | $3.2M | 26k | 126.57 |
| 2014-03-31 | $3.1M | 25k | 124.97 |
| 2013-12-31 | $3.0M | 25k | 118.56 |
| 2013-09-30 | $3.0M | 26k | 113.52 |
| 2013-06-30 | $2.6M | 26k | 100.49 |
| 2013-03-31 | $3.0M | 29k | 104.19 |
| 2012-12-31 | $2.7M | 30k | 89.71 |
| 2012-09-30 | $2.7M | 31k | 88.19 |
| 2012-06-30 | $2.7M | 32k | 83.34 |
| 2012-03-31 | $2.6M | 32k | 81.13 |
| 2011-12-31 | $2.3M | 30k | 76.29 |
| 2011-09-30 | $2.1M | 30k | 71.05 |
| 2011-06-30 | $2.3M | 30k | 77.38 |
| 2011-03-31 | $2.4M | 29k | 83.63 |
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