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Berkshire Hathaway shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $268k 538 498.35
2023-09-30 $329k 940 350.43
2023-06-30 $314k 922 340.90
2023-03-31 $390k 1.3k 308.70
2022-12-31 $451k 1.5k 308.84

More positions owned by Morris Retirement Advisors

Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Series Trust St Str Sp Bank (KBE)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr St Str Energ Etf (XLE)

View all positions for Morris Retirement Advisors

Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
Geode Capital Management
Vanguard Portfolio Management
Northern Trust
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
Bank of New York Mellon
FMR
Vanguard Fiduciary Trust
Royal Bank of Canada
H&H International Investment

View all funds holding Berkshire Hathaway