Form 13-F position report

BERKSHIRE HATHWY INC(HLDG CO)B

Reported by Western Pacific Wealth Management LP

Company profile Manager portfolio Source filing
BRK-B CUSIP 084670702 Manager CIK 0001907320
Latest reported change

Reported 8,369 shares, up 280 (3.5%) from the prior quarter.

Reported value 14.3%; share count 3.5% vs. the prior quarter.

Added
% of reported 13F value 2.16% This manager · Q2 2023
Shares 8,369 Quarter-end amount reported
Reported value $2,853,829 Fair value at quarter end
Consecutive quarters held 7 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Unchanged 9,478 0 (0.0%) 3.97% $4,719,570 2026-10-16
Q2 2026 Reduced 9,478 -400 (-4.0%) 4.29% $4,742,696 2026-08-07
Q1 2026 Added 9,878 +10 (0.1%) 4.81% $4,733,538 2026-04-17
Q4 2025 Added 9,868 +20 (0.2%) 4.8% $4,960,150 2026-02-04
Q3 2025 Added 9,848 +274 (2.9%) 4.83% $4,950,984 2025-10-21
Q2 2025 Added 9,574 +900 (10.4%) 4.46% $4,650,762 2025-07-10
Q1 2025 Unchanged 8,674 0 (0.0%) 4.18% $4,619,599 2025-04-17
Q4 2024 Unchanged 8,674 0 (0.0%) 3.17% $3,931,751 2025-01-24
Q3 2024 Added 8,674 +250 (3.0%) 2.66% $3,992,295 2024-10-31
Q2 2024 Added 8,424 +175 (2.1%) 2.59% $3,426,883 2024-08-14
Q1 2024 Unchanged 8,249 0 (0.0%) 2.52% $3,468,869 2024-05-15
Q4 2023 Reduced 8,249 -41 (-0.5%) 2.15% $2,942,088 2024-02-09
Q3 2023 Reduced 8,290 -79 (-0.9%) 2.38% $2,903,987 2023-10-26
Q2 2023 Added 8,369 +280 (3.5%) 2.16% $2,853,829 2023-08-08
Q1 2023 Added 8,089 +100 (1.3%) 1.91% $2,497,640 2023-05-11
Q4 2022 Added 7,989 +335 (4.4%) 2.05% $2,467,802 2023-02-03
Q3 2022 Added 7,654 +507 (7.1%) 2.03% $2,043,000 2022-10-27
Q2 2022 Added 7,147 +800 (12.6%) 1.9% $1,951,000 2022-08-01
Q1 2022 Added 6,347 +280 (4.6%) 1.63% $2,239,000 2022-04-21
Q4 2021 New 6,067 +6,067 (0.0%) 1.17% $1,814,000 2022-02-14
Institutional context

Who else reported the position

3686 managers reported BERKSHIRE HATHWY INC(HLDG CO)B for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 143,533,158 +734,628 1.16% $48,944,806,878 41 qtrs
BlackRock Inc Reduced 102,893,548 -700,549 0.97% $35,086,699,873 41 qtrs
STATE STREET CORPORATION Added 68,034,710 +9,110 1.22% $23,199,836,110 31 qtrs
MUFG Securities EMEA plc Unchanged 22,000 0 71.2% $11,391,820,000 2 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 32,279,445 +430,064 1.29% $10,978,433,607 41 qtrs
BILL & MELINDA GATES FOUNDATION TRUST Added 25,142,853 +5,453,008 20.38% $8,573,712,873 41 qtrs
MORGAN STANLEY Added 22,367,114 +480,012 0.75% $7,627,186,766 41 qtrs
NORTHERN TRUST CORPORATION Reduced 16,138,321 -757,555 1.06% $5,503,167,461 41 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 13,853,977 -15,001 0.99% $4,724,206,218 41 qtrs
FMR LLC Added 11,815,988 +197,671 0.34% $4,029,251,688 41 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 08, 2023
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
8,369
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.