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Berkshire Hathaway shares owned by Sovereign Investment Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sovereign Investment Advisors from 13F filings

Historical chart of Sovereign Investment Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Sovereign Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 476 479.20
2024-12-31 $738k 1.6k 453.28

More positions owned by Sovereign Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Global Infrasctr (BKGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Enterprise Products Partners (EPD)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Western Midstream Partners L Com Unit Lp Int (WES)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sovereign Investment Advisors

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway