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BRK/BBRK/B
20 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in Berkshire Hathaway Inc.

Yes. HB Wealth Management holds 187,036 shares of BRK/B (Berkshire Hathaway), worth $92.6M, as of its Q3 2026 13F filing. It increased the position by 6,472 shares (+3.6%) from Q2 2026. HB Wealth Management has held BRK/B in every 13F on record since Q4 2021, 20 quarterly filings. BRK/B is 0.5% of HB Wealth Management's reported 13F portfolio.

Current Value

$92.6M

Current Shares

187,036

Total Value Change

+$70.6M

Total Shares Change

+113,331

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
187,036
+3.6%
$92.6M0.5%$497.95
37
2026-Q2
Increased
180,564
+1.4%
$90.4M0.5%$500.39
43
2026-Q1
Increased
178,143
+3.6%
$85.4M0.6%$479.20
44
2025-Q4
Increased
171,864
+3.6%
$86.4M0.6%$502.65
44
2025-Q3
Increased
165,884
+22.6%
$83.4M0.6%$502.74
51
2025-Q2
Decreased
135,338
-17.1%
$65.7M0.5%$485.77
0
2025-Q1
Increased
163,173
+20.4%
$86.9M0.7%$532.58
50
2024-Q4
Increased
135,502
+4.4%
$61.4M0.6%$453.28
43
2024-Q3
Increased
129,790
+10.3%
$59.7M0.6%$460.26
46
2024-Q2
Increased
117,663
+5.4%
$47.9M0.6%$406.80
44
2024-Q1
Increased
111,601
+6.0%
$46.9M0.6%$420.52
44
2023-Q4
Increased
105,268
+3.2%
$37.5M0.5%$356.66
42
2023-Q3
Increased
102,023
+2.7%
$35.7M0.6%$350.30
42
2023-Q2
Increased
99,334
+6.5%
$33.9M0.5%$341.00
43
2023-Q1
Increased
93,287
+3.8%
$28.8M0.5%$308.77
36
2022-Q4
Increased
89,858
+6.4%
$27.8M0.5%$308.90
43
2022-Q3
Increased
84,461
+5.0%
$22.6M0.5%$267.02
36
2022-Q2
Increased
80,473
+4.1%
$22M0.5%$273.02
35
2022-Q1
Increased
77,301
+4.9%
$27.3M0.5%$352.91
42
2021-Q4
First report
73,705
-
$22M0.4%$299.00
0

Other major holders of BRK/B: VANGUARD GROUP INC

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