Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership42,147 shares
Latest Disclosed Value $ 20,196,842
CapWealth Advisors, LLC reports 46.54% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 42,147 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $20,196,842 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 2 shares of Berkshire Hathaway Inc.. This represents a change in shares of -46.54% 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)
2026-05-05 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 42,147 -36,694 -46.54 20,197 -49.04 1.4992
2026-02-06 2025-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 78,841 -170 -0.22 39,629 -0.23 2.7123
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 78,841 -170 39,629 2.6937
2026-02-06 2025-09-30 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 79,011 -4,194 -5.04 39,722 -1.72 2.7349
2025-10-30 2025-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 79,011 -4,194 39,722 2.7148
2025-10-21 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 79,011 -4,194 39,722 3.5812
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 83,205 -14,669 -14.99 40,418 -22.46 3.9792
2025-04-30 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 97,874 757 0.78 52,126 18.41 5.6439
2025-01-30 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 97,117 -2,869 -2.87 44,021 -4.34 4.8254
2024-10-31 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 99,986 -1,845 -1.81 46,020 11.09 5.0048
2024-08-05 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 101,831 -15,967 -13.55 41,425 -16.38 5.2329
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 117,798 -1,893 -1.58 49,536 16.04 5.5603
2024-01-31 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 119,691 -5,050 -4.05 42,689 -2.31 5.2066
2023-11-01 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 124,741 362 0.29 43,697 3.03 5.6075
2023-08-07 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 124,379 -135 -0.11 42,413 10.32 5.1734
2023-05-02 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 124,514 508 0.41 38,446 0.37 4.7957
2023-02-01 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 124,006 31,799 34.49 38,305 55.58 4.5020
2022-11-02 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 92,207 688 0.75 24,621 -1.46 3.2491
2022-08-05 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 91,519 805 0.89 24,987 -21.95 3.0136
2022-05-04 2022-03-31 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 90,714 -174 -0.19 32,014 17.80 3.2773
2022-05-03 2022-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 91,714 826 32,367 3.1307
2022-05-02 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 91,714 826 32,367 3.4471
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 90,888 214 0.24 27,176 9.81 2.7651
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 90,674 261 0.29 24,749 -1.51 2.7111
2021-08-10 2021-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 90,413 499 0.55 25,128 9.39 2.7275
2021-05-03 2021-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 89,914 4,941 5.81 22,970 16.58 2.6138
2021-02-17 2020-12-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 84,973 1,555 1.86 19,703 10.92 2.3483
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 84,973 1,555 19,703 2,381,412.8209
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 83,418 621 0.75 17,763 20.18 2.3725
2020-08-12 2020-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 82,797 6,724 8.84 14,780 6.27 2.0888
2020-05-08 2020-03-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 76,073 4,323 6.03 13,908 -14.42 2.4888
2020-05-08 2020-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 52,918 -18,832 11,281 1,613,034.6815
2020-02-18 2019-12-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 71,750 1,172 1.66 16,251 10.69 2.0451
2020-02-06 2019-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 71,750 1,172 16,251 2,091,723.8477
2019-10-29 2019-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 70,578 17,660 33.37 14,682 30.15 1.9531
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 52,918 2,269 4.48 11,281 10.87 1.6130
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 50,649 1,885 3.87 10,175 2.19 1.5604
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 48,764 12,073 32.90 9,957 26.74 1.7498
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 36,691 2,179 6.31 7,856 21.95 1.2892
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 34,512 23,969 227.35 6,442 206.32 1.1539
2018-05-14 2018-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DE CL COM 084670702 10,543 -86 -0.81 2,103 -0.19 0.4067
2018-05-11 2018-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 10,629 0 2,107
2018-02-15 2017-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 10,629 -50 -0.47 2,107 7.61 0.3792
2017-11-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 10,679 -90 -0.84 1,958 7.35 0.3761
2017-08-14 2017-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 10,769 -272 -2.46 1,824 -0.87 0.3656
2017-05-12 2017-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 11,041 -1,363 -10.99 1,840 -9.00 0.3767
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,404 -183 -1.45 2,022 11.22 0.4375
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,587 -18 -0.14 1,818 -0.38 0.4370
2016-08-03 2016-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,605 133 1.07 1,825 3.11 0.4460
2016-05-11 2016-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,472 145 1.18 1,770 8.72 0.4502
2016-02-11 2015-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,327 -369 -2.91 1,628 -1.69 0.3943
2015-11-12 2015-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 12,696 -20,224 -61.43 1,656 -63.04 0.4148
2015-08-14 2015-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 32,920 -2,495 -7.05 4,481 -12.33 1.0564
2015-05-12 2015-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 35,415 -1,123 -3.07 5,111 -6.84 1.2015
2015-02-11 2014-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 36,538 -2,820 -7.16 5,486 0.90 1.2878
2014-11-12 2014-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 39,358 -1,200 -2.96 5,437 5.92 1.2342
2014-08-08 2014-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 40,558 -1,875 -4.42 5,133 -3.21 1.1758
2014-05-12 2014-03-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 42,433 -7,520 -15.05 5,303 -10.45 1.4267
2014-02-13 2013-12-31 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 49,953 40,860 449.36 5,922 473.84 1.4936
2013-11-13 2013-09-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 9,093 60 0.66 1,032 2.08 0.2872
2013-07-26 2013-06-30 13F BERKSHIRE HATHAWAY INC DE CL COM 084670702 9,033 9,033 1,011 0.2952
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.