Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership40,104 shares
Latest Disclosed Value $ 19,217,837
Edge Wealth Management LLC reports 1.27% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 40,104 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $19,217,837 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 40,619 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.27% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,104 -515 -1.27 19,218 -5.88 3.2858
2026-01-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,619 -151 -0.37 20,417 -0.39 3.6041
2025-10-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,770 71 0.17 20,497 3.76 3.6305
2025-07-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,699 -580 -1.41 19,753 -10.15 3.8046
2025-04-11 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,279 121 0.29 21,984 17.84 4.4577
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,158 -618 -1.48 18,656 -2.96 3.7763
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,776 -157 -0.37 19,225 12.70 3.8594
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,933 -812 -1.90 17,058 -5.10 3.5921
2024-04-16 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,745 140 0.33 17,975 18.30 3.7772
2024-01-11 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,605 -465 -1.08 15,195 0.72 3.3231
2023-10-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,070 -127 -0.29 15,087 2.42 3.5260
2023-07-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,197 1,226 2.92 14,730 14.02 3.2151
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,971 -470 -1.11 12,920 -0.62 2.9623
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,441 -5,107 -10.74 13,000 1.21 3.0228
2022-10-19 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,548 890 1.91 12,844 0.82 2.8400
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46,658 220 0.47 12,739 -22.27 2.7546
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46,438 762 1.67 16,388 20.00 3.2287
2022-01-21 2021-12-31 13F/A-1 BERKSHIRE HATHAWAY INC-CL B COM 084670702 45,676 1,420 3.21 13,657 13.06 2.4984
2022-01-14 2021-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 45,676 1,420 13,657 2.4981
2021-10-13 2021-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 44,256 2,424 5.79 12,079 4.08 2.3552
2021-07-23 2021-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 41,832 49 0.12 11,605 8.72 2.3615
2021-04-09 2021-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 41,783 2,075 5.23 10,674 16.02 2.2685
2021-01-19 2020-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 39,708 -8,460 -17.56 9,200 -10.31 2.0895
2020-10-21 2020-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 48,168 -681 -1.39 10,257 17.63 2.3608
2020-08-03 2020-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 48,849 -1,179 -2.36 8,720 -5.54 1.6535
2020-04-20 2020-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 50,028 -547 -1.08 9,231 -19.10 2.0039
2020-01-29 2019-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 50,575 713 1.43 11,411 10.02 2.2820
2019-10-21 2019-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,862 -1,651 -3.21 10,372 -5.25 2.3879
2019-07-15 2019-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 51,513 -17 -0.03 10,947 5.83 2.4286
2019-04-11 2019-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 51,530 -1,084 -2.06 10,344 -3.71 2.5486
2019-01-11 2018-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 52,614 1,976 3.90 10,743 -0.91 3.0290
2018-10-22 2018-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 50,638 710 1.42 10,842 16.34 2.6040
2018-07-17 2018-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,928 303 0.61 9,319 -5.86 2.3708
2018-04-05 2018-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,625 832 1.71 9,899 1.89 2.6274
2018-01-17 2017-12-31 13F BERKSHIRE HATHAWAY-BLK CEDEA COM 084670702 48,793 -837 -1.69 9,715 6.95 2.7517
2017-10-19 2017-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,630 -340 -0.68 9,084 5.68 2.7486
2017-08-02 2017-06-30 13F/A-1 BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,970 843 1.72 8,596 4.85 2.7073
2017-07-27 2017-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,970 843 8,596
2017-04-12 2017-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 49,127 2,685 5.78 8,198 10.00 2.8441
2017-01-23 2016-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 46,442 -500 -1.07 7,453 17.63 2.8233
2016-10-12 2016-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 46,942 166 0.35 6,336 -6.29 2.6948
2016-07-07 2016-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 46,776 38,478 463.70 6,761 474.43 2.8123
2016-04-08 2016-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 8,298 0 0.00 1,177 6.71 0.5338
2016-01-11 2015-12-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 8,298 60 0.73 1,103 3.96 0.4162
2015-10-07 2015-09-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 8,238 220 2.74 1,061 -3.19 0.3999
2015-07-07 2015-06-30 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 8,018 0 0.00 1,096 -5.60 0.3750
2015-04-06 2015-03-31 13F BERKSHIRE HATHAWAY INC-CL B COM 084670702 8,018 0 0.00 1,161 -4.05 0.3901
2015-01-12 2014-12-31 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 8,018 5,768 256.36 1,210 289.07 0.4438
2014-10-07 2014-09-30 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,250 -375 -14.29 311 -6.33 0.1198
2014-07-25 2014-06-30 13F/A-1 BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,625 0 0.00 332 1.22 0.1380
2014-07-11 2014-06-30 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,625 332
2014-04-08 2014-03-31 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,625 0 0.00 328 5.47 0.1373
2014-01-16 2013-12-31 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,625 0 0.00 311 4.36 0.1437
2013-10-07 2013-09-30 13F BERKSHIRE HATHAWAY B NEWCLASS B COM 084670702 2,625 0 0.00 298 1.02 0.1819
2013-07-18 2013-06-30 13F BERKSHIRE HATHAWAY B NEWCL B COM 084670702 2,625 2,625 295 0.1972
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.