Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership53,077 shares
Latest Disclosed Value $ 25,434,498
IFP Advisors, Inc reports 6.37% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 53,077 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $25,434,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 49,897 shares of Berkshire Hathaway Inc.. This represents a change in shares of 6.37% 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)
2026-04-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 53,077 3,180 6.37 25,434 1.41 0.5274
2026-02-06 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 49,897 380 0.77 25,081 0.75 0.5630
2026-02-06 2025-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL cs 084670702 49,517 453 0.92 24,894 4.40 0.6465
2025-12-02 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 49,515 451 24,904 0.6422
2025-07-24 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 49,064 659 1.36 23,844 -7.51 0.6780
2025-05-05 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 48,405 -751 -1.53 25,779 15.70 0.7949
2025-02-04 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 49,156 3,288 7.17 22,281 5.54 0.7297
2025-02-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 45,868 625 1.38 21,111 14.71 0.7609
2024-07-30 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 45,243 577 1.29 18,405 -2.02 0.7304
2024-07-30 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 44,666 68 0.15 18,783 18.09 0.8237
2024-01-09 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 44,598 -2,137 -4.57 15,906 -2.84 0.7509
2023-10-12 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 46,735 -7,617 -14.01 16,371 -11.67 0.7360
2023-08-14 2023-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL cs 084670702 54,352 -9,922 -15.44 18,534 50.74 0.7751
2023-08-04 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 54,352 -9,922 10,398 0.4811
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 64,274 -22,762 -26.15 12,296 76,743.75 0.5351
2023-02-07 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 87,036 309 0.36 17 -99.90 0.4467
2022-11-08 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL cs 084670702 86,727 4,471 5.44 16,663 5.51 0.4343
2022-09-06 2022-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL cs 084670702 82,256 0 0.00 15,793 0.00 0.5065
2022-09-06 2022-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL cs 084670702 82,256 24,755 43.05 15,793 -8.12 0.5065
2022-08-08 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 59,274 1,773 11,362 0.2319
2022-01-12 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 57,501 2,731 4.99 17,188 14.92 0.3359
2021-10-06 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 54,770 5,762 11.76 14,956 9.66 0.2992
2021-07-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 49,008 1,522 3.21 13,638 12.27 0.2823
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 47,486 4,065 9.36 12,147 20.73 0.2364
2021-01-25 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 43,421 -1,125 -2.53 10,061 6.05 0.4078
2020-10-29 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 44,546 1,561 3.63 9,487 24.40 0.5663
2020-08-05 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 42,985 11,758 37.65 7,626 32.81 0.6044
2020-05-12 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 31,227 17 0.05 5,742 -18.60 0.5794
2020-01-17 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 31,210 -8,418 -21.24 7,054 -14.03 0.5302
2019-11-07 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 39,628 22,038 125.29 8,205 133.03 0.5497
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INCCL B Stock 084670702 17,590 -38,513 -68.65 3,521 -68.94 0.4807
2019-06-03 2018-12-31 13F/A-10 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 56,103 603 1.09 11,337 -4.59 0.6910
2019-01-23 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 56,103 603 11,337 0.6910
2019-06-03 2018-09-30 13F/A-9 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 55,500 2,665 5.04 11,883 20.49 0.4843
2018-10-25 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 55,500 2,665 11,883 0.4843
2019-06-03 2018-06-30 13F/A-8 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 52,835 4,034 8.27 9,862 1.95 0.4147
2018-08-07 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 52,835 -1,135 9,862
2019-06-03 2018-03-31 13F/A-7 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 48,801 0 0.00 9,673 0.00 0.4385
2018-05-09 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 53,970 5,169 10,766
2019-06-03 2017-12-31 13F/A-6 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 48,801 -16,934 -25.76 9,673 -19.73 0.4385
2018-01-24 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 48,801 -16,934 9,673
2017-10-30 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 65,735 -92 -0.14 12,051 8.09 0.4785
2019-06-03 2017-06-30 13F/A-5 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 65,827 3,773 6.08 11,149 7.79 0.4726
2017-07-31 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 65,827 3,773 11,149
2019-06-03 2017-03-31 13F/A-4 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 62,054 661 1.08 10,343 3.37 0.4505
2017-04-26 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 62,054 661 10,343
2019-06-03 2016-12-31 13F/A-3 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 61,393 -1,458 -2.32 10,006 10.20 0.4828
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 61,393 -1,458 10,006
2016-11-04 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 62,851 -737 -1.16 9,080 -1.38 0.4721
2019-06-03 2016-06-30 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 63,588 45,998 261.50 9,207 161.49 0.5141
2016-08-22 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 63,588 45,998 9,207
2019-06-03 2016-03-31 13F/A-1 BERKSHIRE HATHAWAY INCCL B Stock 084670702 17,590 -46,783 -72.67 3,521 -58.58 0.4807
2016-05-02 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 67,101 2,728 9,520
2016-02-11 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 64,373 64,373 8,500 0.5706
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.