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Berkshire Hathaway shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $234k 516 453.28
2024-09-30 $230k 499 460.26
2024-06-30 $201k 493 406.80
2024-03-31 $204k 486 420.52

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco Qqq Trust Series I Etf (QQQ)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Dimensional Emerging Markets Etf Etf (DFEM)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)

View all positions for O'Connor Financial Group

Top funds holding Berkshire Hathaway

Vanguard Group
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Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
FMR
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway