Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership66,603 shares
Latest Disclosed Value $ 31,916,038
WealthPLAN Partners, LLC reports 5.78% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 66,603 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $31,916,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2 shares of Berkshire Hathaway Inc.. This represents a change in shares of -5.78% 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)
2026-04-29 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,603 -4,089 -5.78 31,916 -10.18 5.2028
2026-02-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,692 -972 -1.36 35,533 -1.37 5.3086
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,664 13 0.02 36,028 3.51 5.4003
2025-07-28 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,651 -3,168 -4.23 34,806 -12.65 5.6013
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74,819 -404 -0.54 39,847 16.86 5.6170
2025-01-30 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75,223 -3,552 -4.51 34,097 -5.96 4.8368
2024-11-05 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78,775 -15,958 -16.85 36,257 -5.92 4.8680
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,733 509 0.54 38,537 -2.74 4.1376
2024-05-07 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,224 -3,347 -3.43 39,623 13.86 4.1026
2024-01-05 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,571 1,935 2.02 34,800 3.87 3.5772
2023-11-02 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,636 14,695 18.16 33,501 21.38 3.8931
2023-07-31 2023-06-30 13F Berkshire Hathaway Inc Class B Stock/ETF 084670702 80,941 -13,455 -14.25 27,601 -5.30 3.9038
2023-05-10 2023-03-31 13F Berkshire Hathaway Inc Class B Stock/ETF 084670702 94,396 -37,555 -28.46 29,147 -28.93 3.3157
2023-02-16 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 131,951 13,019 10.95 41,009 6.81 2.8652
2022-05-03 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118,932 -3,815 -3.11 38,395 -0.07 2.6636
2022-02-01 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 122,747 1,967 1.63 38,422 11.63 2.5313
2021-12-09 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120,780 236 0.20 34,419 -1.97 2.2888
2021-08-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120,544 715 0.60 35,112 4.55 2.4708
2021-05-11 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119,829 -3,414 -2.77 33,583 15.58 2.6062
2021-02-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 123,243 -19,793 -13.84 29,057 -9.60 2.4699
2020-12-18 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 143,036 -123,286 -46.29 32,143 -43.06 3.1335
2020-08-19 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266,322 -7,300 -2.67 56,455 20.71 5.8458
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 273,622 2,237 0.82 46,770 -24.23 6.0699
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 271,385 6,748 2.55 61,724 6.13 7.2873
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 264,637 537 0.20 58,160 10.79 7.9501
2019-08-19 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 264,100 -3,897 -1.45 52,498 -3.49 7.9030
2019-05-16 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 267,997 -2,099 -0.78 54,398 -1.89 8.4918
2019-02-20 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 270,096 -6,716 -2.43 55,448 -4.94 8.9180
2018-11-21 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 276,812 -1,718 -0.62 58,327 12.19 10.6471
2018-08-16 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278,530 10,318 3.85 51,988 -2.83 10.6564
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 268,212 13,811 5.43 53,503 6.10 11.7405
2018-02-16 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 254,401 7,451 3.02 50,428 11.39 13.5009
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246,950 -990 -0.40 45,271 7.80 12.7004
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 247,940 229,652 1,255.75 41,994 1,285.03 12.0615
2017-04-19 2017-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 18,288 -224,462 -92.47 3,033 -91.28 10.5346
2016-12-09 2016-09-30 13F BERKSHIRE HATHAWAY Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 084670702 242,750 -213,419 -46.79 34,754 -2.60 11.3161
2016-08-08 2016-06-30 13F Berkshire Hathaway Inc De Cl B Common Stock 084670702 456,169 -169,992 -27.15 35,682 15.16 4.5793
2016-03-24 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 626,161 249,035 66.03 30,984 -39.64 5.0365
2015-08-10 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 377,126 157,558 71.76 51,330 62.32 22.4558
2015-05-04 2015-03-31 13F Berkshire Hathaway Inc De Cl B Common Stock 084670702 219,568 219,568 31,623 14.7225
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.