Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAviso Wealth Management
Latest Disclosed Ownership5,672 shares
Latest Disclosed Value $ 2,718,022
Aviso Wealth Management reports 29.66% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 5,672 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,718,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,064 shares of Berkshire Hathaway Inc.. This represents a change in shares of -29.66% 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)
2026-05-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,672 -2,392 -29.66 2,718 -32.94 1.2251
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,064 -148 -1.80 4,053 -1.82 1.7040
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 8,212 -84 -1.01 4,129 2.46 1.7997
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,296 267 3.33 4,030 -5.78 1.8818
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,029 -369 -4.39 4,276 12.35 2.2727
2025-02-12 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,398 216 2.64 3,807 1.09 1.9419
2024-11-07 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,182 755 10.17 3,766 24.63 2.0427
2024-08-15 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,427 31 0.42 3,021 -2.86 1.7934
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,396 -183 -2.41 3,110 15.06 1.9613
2024-02-13 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,579 7,579 2,703 1.9589
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.