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Synergy Investment Management »

Berkshire Hathaway shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$464k	922	502.74
2025-06-30	$427k	878	485.77
2025-03-31	$434k	814	532.58
2024-12-31	$364k	804	453.28

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Berkshire Hathaway

State Street Corporation

Geode Capital Management

Bill & Melinda Gates Foundation Trust

Jpmorgan Chase & Co

Bank of New York Mellon

Charles Schwab Investment Management

Susquehanna International

Royal Bank of Canada

Goldman Sachs Group

Dimensional Fund Advisors

View all funds holding Berkshire Hathaway

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