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Berkshire Hathaway shares owned by Summit Portfolio Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Portfolio Management from 13F filings

Historical chart of Summit Portfolio Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Summit Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Summit Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 725 479.20

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Fltg Rate Nt Etf (FLOT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Portfolio Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas
H&H International Investment
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway