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Berkshire Hathaway shares owned by Root Financial Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 8.7k 420.52
2023-12-31 $2.9M 8.1k 356.66
2023-09-30 $2.4M 6.8k 350.32
2023-06-30 $2.4M 7.1k 340.98
2023-03-31 $2.2M 7.2k 308.75

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway