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Berkshire Hathaway shares owned by Matrix Trust

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Matrix Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-06-30 $339k 698 485.67
2025-03-31 $229k 430 532.56
2024-12-31 $150k 331 453.17

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Hartford Quality (QUVU)

View all positions for Matrix Trust

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway