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Berkshire Hathaway shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 16k 460.27
2024-03-31 $6.3M 15k 420.52
2023-12-31 $4.5M 13k 356.66
2022-12-31 $4.1M 13k 308.90
2022-09-30 $3.5M 13k 266.99

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Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway