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BRK/B

Showing 8 of 30 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in Berkshire Hathaway Inc.

Yes. Aptus Capital Advisors holds 132,231 shares of BRK/B (Berkshire Hathaway), worth $66.2M, as of its Q2 2026 13F filing. It increased the position by 1,937 shares (+1.5%) from Q1 2026. Aptus Capital Advisors has held BRK/B in every 13F on record since Q1 2019, 30 quarterly filings. BRK/B is 0.5% of Aptus Capital Advisors' reported 13F portfolio.

Current Value

$66.2M

Current Shares

132,231

Total Value Change

+$26.3M

Total Shares Change

+45,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
132,231
+1.5%
$66.2M0.5%$500.39
36
2026-Q1
Decreased
130,294
-4.7%
$62.4M0.5%$479.20
0
2025-Q4
Increased
136,666
+0.6%
$68.7M0.5%$502.65
35
2025-Q3
Increased
135,865
+58.1%
$68.3M0.5%$502.74
50
2025-Q2
Increased
85,931
+3.8%
$41.7M0.3%$485.77
36
2025-Q1
Decreased
82,764
-28.5%
$44.1M0.5%$532.58
0
2024-Q4
Increased
115,687
+33.6%
$52.4M0.5%$453.28
53
2024-Q3
Increased
86,574
+17.1%
$39.8M0.6%$460.26
48

Other major holders of BRK/B: Vanguard Group Inc.

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