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Berkshire Hathaway shares owned by Private Client Services

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.3k 460.26
2024-06-30 $858k 2.1k 406.80
2024-03-31 $871k 2.1k 420.52
2023-12-31 $810k 2.3k 356.66

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)

View all positions for Private Client Services

Top funds holding Berkshire Hathaway

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Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway