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Berkshire Hathaway shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $244k 458 532.58
2024-12-31 $223k 491 453.28

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Imgp Dbi Managed Futures Strategy Imgp Db Imanaged (DBMF)
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Global X MLP & Energy Infrastructure Glb X Mlp Enrg I (MLPX)
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View all positions for Sage Private Wealth Group

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway