Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionBrickley Wealth Management
Latest Disclosed Ownership1,228 shares
Latest Disclosed Value $ 588,458
Brickley Wealth Management reports 2.25% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 4, 2026 - Brickley Wealth Management filed a 13F-HR form disclosing ownership of 1,228 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $588,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,201 shares of Berkshire Hathaway Inc.. This represents a change in shares of 2.25% 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)
2026-05-04 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,228 27 2.25 588 -2.49 0.1009
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,201 11 0.92 604 0.84 0.1018
2025-10-22 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,190 152 14.64 598 18.65 0.1043
2025-08-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,038 73 7.56 504 -1.75 0.0987
2025-04-29 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 965 24 2.55 514 20.42 0.1066
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 941 -17 -1.77 427 -3.18 0.0866
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 958 -19 -1.94 441 10.83 0.0900
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 977 -11 -1.11 397 -4.34 0.0870
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 988 9 0.92 415 18.91 0.0953
2024-01-25 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 979 16 1.66 349 3.56 0.0842
2023-10-27 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 963 9 0.94 337 3.69 0.0900
2023-07-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 954 35 3.81 325 14.84 0.0822
2023-04-28 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 919 18 2.00 284 1.80 0.0778
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 901 28 3.21 278 19.31 0.0827
2022-11-01 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 873 -54 -5.83 233 -7.91 0.0765
2022-07-29 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 927 38 4.27 253 -19.43 0.0783
2022-04-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 889 0 0.00 314 18.05 0.0838
2022-01-25 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 889 92 11.54 266 22.02 0.0567
2021-10-26 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 797 23 2.97 218 1.40 0.0549
2021-07-27 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 774 774 215 0.0543
2020-05-13 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -2,996 -100.00 0 -100.00
2020-01-31 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,996 0 0.00 679 8.99 0.2474
2019-11-13 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,996 21 0.71 623 -1.74 0.2553
2019-08-09 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,975 67 2.30 634 8.56 0.2649
2019-04-19 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,908 0 0.00 584 -1.68 0.2575
2019-02-08 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,908 0 0.00 594 -4.65 0.2912
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,908 2,908 623 0.2939
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.