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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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All positions including Berkshire Hathaway held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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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
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 $31M 204k 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

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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