Berkshire Hathaway shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $163M | 356k | 457.47 |
| 2024-03-31 | $153M | 366k | 416.93 |
| 2023-12-31 | $308M | 861k | 357.57 |
| 2023-09-30 | $155M | 434k | 357.06 |
| 2023-06-30 | $146M | 434k | 336.20 |
| 2023-03-31 | $135M | 442k | 305.14 |
| 2022-12-31 | $141M | 450k | 313.25 |
| 2022-09-30 | $133M | 459k | 289.78 |
| 2022-06-30 | $127M | 464k | 273.61 |
| 2022-03-31 | $161M | 451k | 356.85 |
| 2021-12-31 | $140M | 469k | 299.03 |
| 2021-09-30 | $131M | 472k | 277.22 |
| 2021-06-30 | $131M | 475k | 276.23 |
| 2021-03-31 | $122M | 474k | 258.19 |
| 2020-12-31 | $116M | 498k | 231.87 |
| 2020-09-30 | $110M | 521k | 210.68 |
| 2020-06-30 | $95M | 538k | 177.19 |
| 2020-03-31 | $104M | 566k | 183.18 |
| 2019-12-31 | $122M | 539k | 226.46 |
| 2019-09-30 | $114M | 546k | 207.92 |
| 2019-06-30 | $120M | 561k | 213.17 |
| 2019-03-31 | $115M | 572k | 200.89 |
| 2018-12-31 | $120M | 587k | 204.18 |
| 2018-09-30 | $144M | 670k | 214.11 |
| 2018-06-30 | $130M | 695k | 186.65 |
| 2018-03-31 | $139M | 696k | 199.48 |
| 2016-09-30 | $59M | 408k | 144.47 |
| 2016-06-30 | $49M | 340k | 143.96 |
| 2016-03-31 | $41M | 286k | 141.88 |
| 2015-12-31 | $38M | 284k | 132.04 |
| 2015-09-30 | $34M | 260k | 130.40 |
| 2015-06-30 | $33M | 242k | 136.11 |
| 2015-03-31 | $29M | 199k | 144.32 |
| 2014-12-31 | $26M | 175k | 150.15 |
| 2014-09-30 | $22M | 157k | 138.14 |
| 2014-06-30 | $21M | 163k | 126.56 |
| 2014-03-31 | $18M | 145k | 124.97 |
| 2013-12-31 | $14M | 118k | 118.56 |
| 2013-09-30 | $11M | 96k | 114.41 |
| 2013-06-30 | $7.8M | 70k | 111.92 |
| 2013-03-31 | $6.3M | 60k | 105.10 |
| 2012-12-31 | $4.9M | 52k | 93.20 |
| 2012-09-30 | $3.3M | 37k | 88.83 |
| 2012-06-30 | $2.9M | 35k | 83.65 |
| 2012-03-31 | $1.9M | 23k | 81.84 |
| 2011-12-31 | $1.5M | 19k | 76.32 |
| 2011-09-30 | $1.3M | 19k | 71.05 |
| 2011-06-30 | $1.3M | 17k | 78.10 |
| 2011-03-31 | $1.3M | 15k | 83.68 |
| 2010-12-31 | $1.6M | 20k | 80.12 |
More positions owned by Morningstar Investment Services
View all positions for Morningstar Investment Services