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Berkshire Hathaway shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $772k 1.7k 460.26
2024-06-30 $670k 1.6k 420.52
2024-03-31 $670k 1.6k 420.52

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Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

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