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Berkshire Hathaway shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Legacy Financial Independent Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 443 479.20

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View all positions for Legacy Financial Independent Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway