Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership227,644 shares
Latest Disclosed Value $ 109,086,942
EP Wealth Advisors, Inc. reports 4.21% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 227,644 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $109,086,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 237,648 shares of Berkshire Hathaway Inc.. This represents a change in shares of -4.21% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227,644 -10,004 -4.21 109,087 -8.68 0.5358
2026-02-18 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 237,648 9,574 4.20 119,454 7.82 0.6206
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 228,074 23,625 11.56 110,792 1.75 0.7281
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204,449 204,449 108,885 0.8698
2024-08-19 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -214,349 -100.00 0 -100.00
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 214,349 2,058 0.97 90,138 19.05 1.0536
2024-02-28 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 212,291 212,291 75,716 0.9657
2023-06-05 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 0 0 0.0000
2023-06-12 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -116,990 -100.00 0 -100.00
2022-12-02 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,990 48,381 70.52 31,239 66.77 0.7085
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 68,609 2,006 3.01 18,732 -20.31 0.4219
2022-05-20 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,603 -3,895 -5.52 23,505 11.51 0.5160
2022-02-17 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,498 3,008 4.46 21,079 14.43 0.4982
2021-11-23 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,490 -245 -0.36 18,421 -2.15 0.5051
2021-11-16 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,733 -33,002 18,421 0.5051
2021-08-24 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,735 -1,715 -2.47 18,825 6.10 0.5219
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,450 5,695 8.93 17,742 20.02 0.5641
2021-02-18 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,755 63,755 -8.20 14,783 -16.68 0.5197
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -64,862 -100.00 0 -100.00
2020-05-18 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,862 64,862 11,859 0.5804
2019-05-17 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -26,098 -100.00 0 -100.00
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,098 529 2.07 5,329 -2.67 0.4110
2018-11-15 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,569 2,464 10.66 5,475 26.97 0.4278
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,105 238 1.04 4,312 -5.46 0.4069
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,867 12,982 131.33 4,561 132.82 0.4408
2018-02-15 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,885 169 1.74 1,959 9.99 0.2067
2017-11-15 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,716 -76 -0.78 1,781 7.42 0.2057
2017-08-17 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,792 -264 -2.63 1,658 -1.07 0.2032
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,056 200 2.03 1,676 9.04 0.2312
2017-02-15 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,856 1,736 21.38 1,537 31.03 0.2246
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,120 -610 -6.99 1,173 -7.20 0.1833
2016-08-15 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,730 315 3.74 1,264 5.86 0.2014
2016-05-16 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,415 4,010 91.03 1,194 105.15 0.1831
2016-02-16 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,405 575 15.01 582 16.63 0.0978
2015-11-17 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,830 -177 -4.42 499 -8.44 0.0951
2015-08-14 2015-06-30 13F Berkshire Hathaway Cl B Common 084670702 4,007 30 0.75 545 -4.89 0.1022
2015-05-15 2015-03-31 13F Berkshire Hathaway Cl B Common 084670702 3,977 -15 -0.38 574 -4.34 0.1079
2015-02-17 2014-12-31 13F Berkshire Hathaway Cl B Common 084670702 3,992 -250 -5.89 599 2.22 0.0987
2014-11-12 2014-09-30 13F Berkshire Hathaway Cl B Common 084670702 4,242 -25 -0.59 586 8.52 0.0949
2014-07-25 2014-06-30 13F Berkshire Hathaway Cl B Common 084670702 4,267 -298 -6.53 540 -5.26 0.1255
2014-05-15 2014-03-31 13F BerkshireHathawayClB Common 084670702 4,565 -1,337 -22.65 570 -18.57 0.1559
2014-02-14 2013-12-31 13F Berkshire Hathaway Cl B Common 084670702 5,902 -336 -5.39 700 -1.13 0.1816
2013-11-14 2013-09-30 13F Berkshire Hathaway Cl B Common 084670702 6,238 -1,188 -16.00 708 -14.80 0.2225
2013-08-14 2013-06-30 13F Berkshire Hathaway Cl B Common 084670702 7,426 7,426 831 0.2998
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.