Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHighMark Wealth Management LLC
Latest Disclosed Ownership311 shares
Latest Disclosed Value $ 149,031
HighMark Wealth Management LLC ownership in BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - HighMark Wealth Management LLC filed a 13F-HR form disclosing ownership of 311 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $149,031 USD as of March 31, 2026.

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)
2026-05-06 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311 0 0.00 149 -4.49 0.0607
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311 0 0.00 156 0.00 0.0637
2025-10-20 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 311 -870 -73.67 156 -72.77 0.0688
2025-07-21 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,181 539 83.96 574 68.04 0.2805
2025-04-24 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 642 -55 -7.89 342 7.91 0.2020
2025-01-31 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 697 277 65.95 316 63.73 0.1818
2024-10-17 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 420 21 5.26 193 19.14 0.1059
2024-07-29 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 399 0 0.00 162 -6.90 0.0977
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 399 0 0.00 174 22.54 0.1078
2024-01-23 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 399 5 1.27 142 2.90 0.1049
2023-10-18 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 394 25 6.78 138 10.40 0.1146
2023-07-26 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 369 0 0.00 126 10.62 0.0946
2023-04-21 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 369 -145 -28.21 114 -28.48 0.0889
2023-02-02 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 514 0 0.00 159 15.33 0.1197
2022-10-21 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 514 25 5.11 137 2.24 0.1170
2022-07-19 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 489 0 0.00 134 -22.54 0.1078
2022-04-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 489 125 34.34 173 58.72 0.1157
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 364 0 0.00 109 10.10 0.0691
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 364 -56 -13.33 99 -15.38 0.0729
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 420 -39 -8.50 117 0.00 0.0860
2021-04-22 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 459 -16 -3.37 117 6.36 0.0933
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 475 -12 -2.46 110 3.77 0.0945
2020-10-26 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 487 -9 -1.81 106 19.10 0.0955
2020-07-22 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 496 -30 -5.70 89 -7.29 0.0978
2020-11-19 2020-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 526 63 13.61 96 -7.69 0.1159
2020-04-30 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 526 63 96 115,805.8005
2020-03-19 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 463 463 104 0.1110
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.