Berkshire Hathaway shares owned by Montis Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 16k | 502.74 |
| 2025-06-30 | $8.3M | 17k | 485.77 |
| 2025-03-31 | $9.9M | 19k | 532.58 |
| 2024-12-31 | $8.7M | 19k | 453.28 |
| 2024-09-30 | $8.3M | 18k | 460.26 |
| 2024-06-30 | $7.5M | 18k | 406.80 |
| 2024-03-31 | $8.1M | 19k | 420.52 |
| 2023-12-31 | $6.9M | 19k | 356.66 |
| 2023-09-30 | $6.5M | 19k | 350.30 |
| 2023-06-30 | $6.5M | 19k | 341.00 |
| 2023-03-31 | $6.3M | 20k | 308.77 |
| 2022-12-31 | $6.4M | 21k | 308.90 |
| 2022-09-30 | $5.6M | 21k | 267.04 |
| 2022-06-30 | $5.6M | 21k | 273.03 |
| 2022-03-31 | $7.3M | 21k | 352.90 |
| 2021-12-31 | $6.4M | 21k | 299.02 |
| 2021-09-30 | $5.5M | 20k | 273.64 |
| 2021-06-30 | $5.9M | 21k | 277.92 |
| 2021-03-31 | $5.4M | 21k | 258.22 |
| 2020-12-31 | $4.7M | 21k | 227.36 |