Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHBW Advisory Services LLC
Latest Disclosed Ownership6,816 shares
Latest Disclosed Value $ 3,266,398
HBW Advisory Services LLC reports 4.51% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 4, 2026 - HBW Advisory Services LLC filed a 13F-HR form disclosing ownership of 6,816 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,266,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,138 shares of Berkshire Hathaway Inc.. This represents a change in shares of -4.51% 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 6,816 -322 -4.51 3,266 -8.95 0.3443
2026-01-23 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,138 -1,800 -20.14 3,588 -20.16 0.3898
2025-10-16 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,938 -672 -6.99 4,494 -3.75 0.5056
2025-07-02 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,610 365 3.95 4,668 -5.18 0.5756
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,245 312 3.49 4,924 21.59 0.7000
2025-01-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,933 77 0.87 4,049 -0.66 0.4155
2024-10-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,856 562 6.78 4,076 20.84 0.5958
2024-07-05 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,294 733 9.69 3,374 168,550.00 0.5599
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,561 0 0.00 3 0.00 0.5044
2024-01-16 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,561 914 13.75 3 0.00 0.5044
2023-10-12 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,647 -777 -10.47 2 0.00 0.4859
2023-07-06 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,424 1,094 17.28 3 100.00 0.5491
2023-04-07 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,330 -1,787 -22.02 2 -50.00 0.4868
2023-01-05 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,117 -1,717 -17.46 3 -99.92 0.6601
2022-10-05 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,834 -151 -1.51 2,625 -3.71 0.7321
2022-07-13 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,985 2,457 32.64 2,726 2.60 0.7042
2022-04-18 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,528 5,604 291.27 2,657 362.09 0.9323
2022-01-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,924 -78 -3.90 575 5.31 0.1332
2021-10-08 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,002 115 6.09 546 4.00 0.1412
2021-07-15 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,887 96 5.36 525 14.63 0.1380
2021-04-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,791 370 26.04 458 39.21 0.1219
2021-01-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,421 33 2.38 329 11.15 0.1000
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,388 111 8.69 296 29.82 0.1214
2020-07-08 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,277 1,277 228 0.1059
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.