Berkshire Hathaway shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 502.74 |
| 2025-06-30 | $5.6M | 12k | 485.77 |
| 2025-03-31 | $6.2M | 12k | 532.58 |
| 2024-12-31 | $5.7M | 13k | 453.28 |
| 2024-09-30 | $1.3M | 2.8k | 460.26 |
| 2024-06-30 | $1.1M | 2.8k | 406.63 |
| 2024-03-31 | $1.2M | 2.7k | 420.52 |
| 2023-12-31 | $979k | 2.7k | 356.66 |
| 2023-09-30 | $951k | 2.7k | 350.30 |
| 2023-06-30 | $915k | 2.7k | 341.00 |
| 2023-03-31 | $832k | 2.7k | 308.77 |
| 2022-12-31 | $843k | 2.7k | 308.90 |
| 2022-09-30 | $728k | 2.7k | 266.86 |
| 2022-06-30 | $739k | 2.7k | 273.10 |
| 2022-03-31 | $955k | 2.7k | 352.92 |
| 2021-12-31 | $808k | 2.7k | 298.82 |
| 2021-09-30 | $738k | 2.7k | 272.93 |
| 2021-06-30 | $751k | 2.7k | 277.74 |
| 2021-03-31 | $697k | 2.7k | 255.31 |
| 2020-12-31 | $654k | 2.8k | 231.75 |
| 2020-09-30 | $584k | 2.7k | 212.83 |
| 2020-06-30 | $446k | 2.5k | 178.69 |
| 2020-03-31 | $452k | 2.5k | 183.00 |
| 2019-12-31 | $540k | 2.4k | 226.61 |
| 2019-09-30 | $495k | 2.4k | 207.90 |
| 2019-06-30 | $503k | 2.4k | 213.23 |
| 2019-03-31 | $472k | 2.4k | 200.85 |
| 2018-12-31 | $474k | 2.3k | 204.05 |
| 2018-09-30 | $473k | 2.2k | 214.03 |
| 2018-06-30 | $412k | 2.2k | 186.85 |
| 2018-03-31 | $436k | 2.2k | 199.27 |
| 2017-12-31 | $432k | 2.2k | 198.17 |
| 2017-09-30 | $393k | 2.1k | 183.30 |
| 2017-06-30 | $360k | 2.1k | 169.49 |
| 2017-03-31 | $349k | 2.1k | 166.59 |
| 2016-12-31 | $310k | 1.9k | 162.73 |
| 2016-09-30 | $275k | 1.9k | 144.36 |
| 2016-06-30 | $276k | 1.9k | 144.96 |
| 2016-03-31 | $270k | 1.9k | 141.96 |
| 2015-12-31 | $261k | 2.0k | 131.95 |
| 2015-09-30 | $257k | 2.0k | 130.32 |
| 2015-06-30 | $271k | 2.0k | 135.98 |
| 2015-03-31 | $283k | 2.0k | 144.54 |
| 2014-12-31 | $287k | 1.9k | 150.03 |
| 2014-09-30 | $257k | 1.9k | 137.95 |
| 2014-06-30 | $234k | 1.9k | 126.49 |
| 2014-03-31 | $231k | 1.9k | 124.86 |
| 2013-12-31 | $219k | 1.9k | 118.38 |
| 2013-09-30 | $210k | 1.9k | 113.51 |
| 2013-06-30 | $207k | 1.9k | 111.89 |