Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionBCS Wealth Management
Latest Disclosed Ownership3,236 shares
Latest Disclosed Value $ 1,550,691
BCS Wealth Management reports 49.38% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 17, 2026 - BCS Wealth Management filed a 13F-HR form disclosing ownership of 3,236 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,550,691 USD as of March 31, 2026.

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)
2026-04-17 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,236 -3,157 -49.38 1,551 -51.76 0.3165
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,393 3,336 109.13 3,213 109.18 0.3245
2025-10-22 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,057 -546 -15.15 1,537 153,500.00 0.3463
2025-07-15 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,603 1,030 40.03 2 0.00 0.3767
2025-04-14 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,573 190 7.97 1 0.00 0.3523
2025-01-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,383 -250 -9.49 1 0.00 0.2686
2024-10-17 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,633 232 9.66 1 0.5154
2024-07-16 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,401 0 0.00 1 -100.00 0.4753
2024-04-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,401 -49 -2.00 1 0.3240
2024-01-11 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,450 -5 -0.20 1 0.3218
2023-10-12 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,455 2,455 1 0.3579
2023-07-19 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,627 -100.00 0 0.0000
2023-04-10 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,627 -3,249 -66.63 1 -100.00 0.2268
2023-01-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,876 -760 -13.48 2 -99.93 0.6305
2022-10-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,636 -629 -10.04 1,505 -12.04 0.7082
2022-07-29 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,265 817 15.00 1,711 -11.02 0.7601
2022-04-28 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,448 -548 -9.14 1,923 7.25 0.7965
2022-01-18 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,996 1,118 22.92 1,793 34.71 0.6434
2021-10-25 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,878 0 0.00 1,331 -1.84 0.5647
2021-07-21 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,878 100 2.09 1,356 11.06 0.7207
2021-04-28 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,778 191 4.16 1,221 14.76 0.5795
2021-01-21 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,587 -280 -5.75 1,064 2.70 0.5525
2020-10-23 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,867 -88 -1.78 1,036 17.06 0.5856
2020-07-21 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,955 -269 -5.15 885 -7.33 0.5301
2020-04-10 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,224 1,641 45.80 955 17.61 0.6690
2020-02-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,583 3,583 812 0.5411
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.