Berkshire Hathaway shares owned by James Investment Research
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by James Investment Research consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 502.74 |
| 2025-06-30 | $5.7M | 12k | 485.77 |
| 2025-03-31 | $6.2M | 12k | 532.58 |
| 2024-12-31 | $5.3M | 12k | 453.28 |
| 2024-09-30 | $5.5M | 12k | 460.26 |
| 2024-06-30 | $4.9M | 12k | 406.80 |
| 2024-03-31 | $5.0M | 12k | 420.52 |
| 2023-12-31 | $3.8M | 11k | 356.66 |
| 2023-09-30 | $3.9M | 11k | 350.30 |
| 2023-06-30 | $3.6M | 11k | 341.00 |
| 2023-03-31 | $2.8M | 9.0k | 308.78 |
| 2022-12-31 | $2.5M | 8.2k | 308.90 |
| 2022-09-30 | $2.3M | 8.5k | 267.02 |
| 2021-03-31 | $10k | 40 | 250.00 |
| 2020-12-31 | $9.0k | 40 | 225.00 |
| 2020-09-30 | $9.0k | 40 | 225.00 |
| 2020-06-30 | $7.0k | 40 | 175.00 |
| 2020-03-31 | $7.0k | 40 | 175.00 |
| 2019-12-31 | $9.0k | 40 | 225.00 |
| 2019-09-30 | $8.0k | 40 | 200.00 |
| 2019-06-30 | $9.0k | 40 | 225.00 |
| 2019-03-31 | $8.0k | 40 | 200.00 |
| 2018-06-30 | $19k | 100 | 190.00 |
| 2018-03-31 | $20k | 100 | 200.00 |
| 2017-12-31 | $268k | 1.4k | 198.52 |
| 2017-09-30 | $339k | 1.9k | 183.24 |
| 2017-06-30 | $356k | 2.1k | 169.52 |
| 2017-03-31 | $17k | 100 | 170.00 |
| 2016-12-31 | $16k | 100 | 160.00 |
| 2016-09-30 | $14k | 100 | 140.00 |
| 2016-06-30 | $14k | 100 | 140.00 |
| 2016-03-31 | $14k | 100 | 140.00 |
| 2015-12-31 | $13k | 100 | 130.00 |
| 2015-09-30 | $26k | 200 | 130.00 |
| 2015-06-30 | $27k | 200 | 135.00 |
| 2015-03-31 | $29k | 200 | 145.00 |
| 2014-12-31 | $31k | 207 | 149.76 |
| 2014-09-30 | $29k | 207 | 140.10 |
| 2014-06-30 | $52k | 409 | 127.14 |
| 2014-03-31 | $51k | 409 | 124.69 |
| 2013-12-31 | $60k | 509 | 117.88 |
| 2013-09-30 | $58k | 509 | 113.95 |
| 2013-06-30 | $68k | 609 | 111.66 |
| 2013-03-31 | $89k | 850 | 104.71 |
| 2012-12-31 | $51k | 573 | 89.01 |
| 2012-09-30 | $98k | 1.1k | 88.13 |