Berkshire Hathaway shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126M | 250k | 502.74 |
| 2025-06-30 | $109M | 223k | 485.77 |
| 2025-03-31 | $126M | 236k | 532.58 |
| 2024-12-31 | $105M | 232k | 453.28 |
| 2024-09-30 | $676M | 1.5M | 460.26 |
| 2024-06-30 | $94M | 232k | 406.80 |
| 2024-03-31 | $107M | 255k | 420.52 |
| 2023-12-31 | $90M | 251k | 356.66 |
| 2023-09-30 | $105M | 299k | 350.30 |
| 2023-06-30 | $115M | 336k | 341.00 |
| 2023-03-31 | $110M | 355k | 308.77 |
| 2022-12-31 | $121M | 393k | 308.90 |
| 2022-09-30 | $108M | 403k | 267.02 |
| 2022-06-30 | $112M | 411k | 273.02 |
| 2022-03-31 | $146M | 415k | 352.91 |
| 2021-12-31 | $130M | 434k | 299.00 |
| 2021-09-30 | $118M | 432k | 272.94 |
| 2021-06-30 | $120M | 433k | 277.92 |
| 2021-03-31 | $113M | 441k | 255.47 |
| 2020-12-31 | $108M | 464k | 231.87 |
| 2020-09-30 | $100M | 471k | 212.94 |
| 2020-06-30 | $86M | 482k | 178.51 |
| 2020-03-31 | $77M | 427k | 180.47 |
| 2019-12-31 | $97M | 429k | 226.50 |
| 2019-09-30 | $84M | 402k | 208.02 |
| 2019-06-30 | $88M | 412k | 213.17 |
| 2019-03-31 | $77M | 384k | 200.89 |
| 2018-12-31 | $76M | 373k | 204.18 |
| 2018-09-30 | $76M | 355k | 214.11 |
| 2018-06-30 | $66M | 354k | 186.65 |
| 2018-03-31 | $71M | 357k | 199.48 |
| 2017-12-31 | $70M | 352k | 199.56 |
| 2017-09-30 | $63M | 344k | 183.32 |
| 2017-06-30 | $58M | 340k | 169.37 |
| 2017-03-31 | $54M | 326k | 166.68 |
| 2016-12-31 | $52M | 319k | 162.98 |
| 2016-09-30 | $45M | 314k | 144.47 |
| 2016-06-30 | $46M | 320k | 145.00 |
| 2016-03-31 | $42M | 296k | 141.88 |
| 2015-12-31 | $37M | 283k | 132.04 |
| 2015-09-30 | $36M | 275k | 130.40 |
| 2015-06-30 | $32M | 235k | 136.11 |
| 2015-03-31 | $31M | 221k | 141.21 |
| 2014-12-31 | $30M | 202k | 150.15 |
| 2014-09-30 | $27M | 198k | 138.14 |
| 2014-06-30 | $25M | 200k | 126.56 |
| 2014-03-31 | $25M | 202k | 124.97 |
| 2013-12-31 | $16M | 136k | 118.56 |
| 2013-09-30 | $25M | 220k | 113.51 |
| 2013-06-30 | $20M | 178k | 111.92 |
| 2013-03-31 | $19M | 186k | 104.20 |
| 2012-12-31 | $13M | 145k | 89.70 |
| 2012-09-30 | $6.9M | 78k | 88.20 |
| 2012-06-30 | $3.7M | 45k | 83.33 |
| 2011-12-31 | $7.0M | 91k | 76.30 |
| 2011-09-30 | $3.1M | 43k | 71.03 |
| 2011-03-31 | $4.1M | 49k | 83.63 |
| 2010-12-31 | $2.2M | 28k | 80.10 |
More positions owned by United Capital Financial Advisers
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