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Berkshire Hathaway shares owned by Payne Capital Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Payne Capital Management from 13F filings

Historical chart of Payne Capital Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Payne Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Payne Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 2.2k 502.64
2025-09-30 $1.1M 2.2k 502.73
2025-06-30 $957k 2.0k 485.76
2025-03-31 $548k 1.0k 532.56
2024-12-31 $466k 1.0k 453.26

More positions owned by Payne Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Payne Capital Management

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway