Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Berkshire Hathaway shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 15k 460.26
2024-06-30 $5.9M 15k 406.80
2024-03-31 $6.1M 15k 420.52
2023-12-31 $5.3M 15k 356.66
2023-09-30 $5.2M 15k 350.30
2023-06-30 $5.1M 15k 341.00
2023-03-31 $4.6M 15k 308.77
2022-12-31 $4.6M 15k 308.90
2022-09-30 $4.1M 15k 267.02
2022-06-30 $4.2M 15k 273.05
2022-03-31 $5.6M 16k 352.93
2021-12-31 $5.0M 17k 299.03
2021-09-30 $4.9M 18k 272.96
2021-06-30 $5.0M 18k 277.93
2021-03-31 $4.6M 18k 255.49
2020-12-31 $4.1M 18k 231.85
2020-09-30 $3.6M 17k 212.93
2020-06-30 $3.1M 17k 178.48
2020-03-31 $3.1M 17k 182.84
2019-12-31 $3.5M 16k 226.51
2019-09-30 $3.2M 15k 208.04
2019-06-30 $3.3M 16k 213.20
2019-03-31 $3.1M 16k 200.91
2018-12-31 $3.4M 17k 204.20
2018-09-30 $3.6M 17k 214.11
2018-06-30 $3.3M 18k 186.64
2018-03-31 $3.6M 18k 199.47
2017-12-31 $3.7M 19k 198.21
2017-09-30 $3.6M 20k 183.31
2017-06-30 $3.3M 20k 169.37
2017-03-31 $3.3M 20k 166.66
2016-12-31 $3.2M 19k 162.99
2016-09-30 $2.9M 20k 144.45
2016-06-30 $2.9M 20k 144.78
2016-03-31 $2.9M 20k 141.88
2015-12-31 $2.7M 20k 132.04
2015-09-30 $2.7M 21k 130.39
2015-06-30 $2.8M 21k 136.10
2015-03-31 $3.1M 22k 144.31
2014-12-31 $3.3M 22k 150.13
2014-09-30 $3.1M 22k 138.16

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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

View all funds holding Berkshire Hathaway