Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership276,221 shares
Latest Disclosed Value $ 132,364,819
AE Wealth Management LLC reports 3.89% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 276,221 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $132,364,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 265,883 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 276,221 10,338 3.89 132,365 -0.96 0.7158
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 265,883 -12,193 -4.38 133,647 -4.40 0.7671
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278,076 31,105 12.59 139,800 16.53 0.8911
2025-08-06 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246,971 15,661 6.77 119,971 -2.61 0.8769
2025-05-06 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 231,310 7,098 3.17 123,191 21.22 1.0360
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 224,212 16,756 8.08 101,630 6.44 0.8622
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 207,456 7,860 3.94 95,483 17.60 0.8662
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 199,596 1,891 0.96 81,195 -2.34 0.8122
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 197,705 -57,889 -22.65 83,139 -15.60 0.9397
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 255,594 56,875 28.62 98,506 41.51 0.5030
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 198,719 27,277 15.91 69,611 19.07 0.4160
2023-07-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 171,442 18,090 11.80 58,462 23.47 0.3515
2023-04-14 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 153,352 5,492 3.71 47,351 3.67 0.3047
2023-01-31 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 147,860 4,457 3.11 45,674 19.28 0.3302
2022-10-25 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 143,403 7,708 5.68 38,291 3.36 0.3036
2022-08-03 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,695 7,456 5.81 37,048 -18.14 0.2964
2022-04-18 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 128,239 16,119 14.38 45,257 35.00 0.3105
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 112,120 4,168 3.86 33,524 13.78 0.2338
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 107,952 -6,245 -5.47 29,464 -7.16 0.2427
2021-07-21 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 114,197 27,757 32.11 31,737 43.72 0.2772
2021-04-27 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,440 -5,393 -5.87 22,083 3.71 0.2229
2021-02-01 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,833 2,616 2.93 21,293 12.08 0.2415
2020-11-06 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,217 -3,679 -3.96 18,998 14.56 0.2711
2020-08-05 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,896 7,218 8.42 16,583 5.86 0.2563
2020-05-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 85,678 807 0.95 15,665 -18.51 0.3600
2020-01-15 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 84,871 12,292 16.94 19,223 27.32 0.4171
2019-11-05 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,579 2,689 3.85 15,098 1.34 0.4363
2019-07-22 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,890 45,467 186.16 14,898 203.67 0.4475
2019-05-14 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,423 1,897 8.42 4,906 6.68 0.3409
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,526 802 3.69 4,599 -1.12 0.7872
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,724 5,201 31.48 4,651 50.81 0.2559
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,523 -6,867 -29.36 3,084 -33.90 0.2099
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,390 3,232 16.03 4,666 16.77 0.3601
2018-02-06 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,158 7,498 59.23 3,996 72.17 0.3527
2017-11-08 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,660 2,648 26.45 2,321 36.85 0.2154
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,012 2,910 40.97 1,696 43.24 0.2024
2017-05-10 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,102 3,804 115.34 1,184 120.07 0.2195
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,298 3,298 538 0.2179
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.