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Berkshire Hathaway shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 689 403.90
2023-12-31 $229k 608 376.59

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Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of New York Mellon
T. Rowe Price Associates
FMR
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

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