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Berkshire Hathaway shares owned by Planning Strategies

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $861k 1.7k 500.39

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Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Vanguard Fiduciary Trust
Royal Bank of Canada
T. Rowe Price Associates

View all funds holding Berkshire Hathaway