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Berkshire Hathaway shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $793k 1.7k 460.32
2024-06-30 $175M 647k 270.61
2024-03-31 $955k 2.3k 420.52
2023-09-30 $571k 1.6k 350.30
2023-06-30 $533k 1.6k 341.00
2023-03-31 $478k 1.5k 308.77

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Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
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