Berkshire Hathaway shares owned by Heritage Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 16k | 502.74 |
| 2025-06-30 | $7.8M | 16k | 485.77 |
| 2025-03-31 | $8.5M | 16k | 532.58 |
| 2024-12-31 | $7.1M | 16k | 453.28 |
| 2024-06-30 | $6.6M | 16k | 406.80 |
| 2024-03-31 | $6.8M | 16k | 420.52 |
| 2023-12-31 | $5.9M | 17k | 356.66 |
| 2023-09-30 | $5.8M | 17k | 350.30 |
| 2023-06-30 | $5.7M | 17k | 341.00 |
| 2023-03-31 | $5.0M | 16k | 308.77 |
| 2022-12-31 | $5.0M | 16k | 308.90 |
| 2022-09-30 | $4.4M | 16k | 267.11 |
| 2022-06-30 | $4.6M | 17k | 272.73 |
| 2022-03-31 | $6.2M | 18k | 353.27 |
| 2021-12-31 | $8.3M | 28k | 299.00 |
| 2021-09-30 | $7.5M | 27k | 272.43 |
| 2021-06-30 | $7.6M | 27k | 277.96 |
| 2021-03-31 | $7.0M | 28k | 255.66 |
| 2020-12-31 | $6.5M | 28k | 231.18 |
| 2020-09-30 | $6.1M | 29k | 213.15 |
| 2020-06-30 | $5.2M | 29k | 178.33 |
| 2020-03-31 | $5.2M | 29k | 182.17 |
| 2019-12-31 | $6.1M | 27k | 226.76 |
| 2019-09-30 | $5.4M | 26k | 208.01 |
| 2019-06-30 | $5.5M | 26k | 213.18 |
| 2019-03-31 | $5.2M | 26k | 200.91 |
| 2018-12-31 | $604k | 3.0k | 204.20 |
| 2018-09-30 | $680k | 3.2k | 214.17 |
| 2018-06-30 | $624k | 3.3k | 186.50 |
| 2018-03-31 | $671k | 3.4k | 199.51 |
| 2017-12-31 | $730k | 3.7k | 198.27 |
| 2017-09-30 | $695k | 3.8k | 183.42 |
| 2017-06-30 | $632k | 3.7k | 169.37 |
| 2017-03-31 | $940k | 5.6k | 166.70 |