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Berkshire Hathaway shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.8k 420.52
2023-12-31 $1.0M 2.8k 356.65
2023-09-30 $992k 2.8k 350.30
2023-06-30 $965k 2.8k 341.00
2023-03-31 $876k 2.8k 308.77
2022-12-31 $867k 2.8k 308.90
2022-09-30 $749k 2.8k 266.93
2022-06-30 $738k 2.7k 273.13
2022-03-31 $1.1M 3.2k 352.89
2021-12-31 $918k 3.1k 298.93
2021-09-30 $867k 3.2k 273.07
2021-06-30 $817k 2.9k 277.89
2021-03-31 $683k 2.7k 255.52
2020-12-31 $777k 3.4k 231.80
2020-09-30 $802k 3.8k 213.01
2020-06-30 $823k 4.6k 178.60
2020-03-31 $1.0M 5.5k 182.78
2019-12-31 $1.8M 8.1k 226.55
2019-09-30 $1.7M 7.9k 208.00
2019-06-30 $2.3M 11k 213.13
2019-03-31 $2.7M 13k 200.90
2018-12-31 $3.0M 15k 204.20
2018-09-30 $3.6M 17k 214.13
2018-06-30 $4.9M 27k 186.65
2018-03-31 $5.5M 28k 199.48
2017-12-31 $7.2M 36k 198.22
2017-09-30 $6.9M 38k 183.32
2017-06-30 $6.3M 37k 169.36
2017-03-31 $11M 68k 166.67
2016-12-31 $13M 82k 162.98
2016-09-30 $12M 83k 144.47
2016-06-30 $13M 93k 144.79
2016-03-31 $12M 94k 132.04
2015-12-31 $13M 94k 132.04

More positions owned by Institutional & Family Asset Management

Ishares Tr Core Msci Eafe (IEFA)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset Management

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway