Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership37,114 shares
Latest Disclosed Value $ 17,785,338
IHT Wealth Management, LLC reports 1.41% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 37,114 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $17,785,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,646 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.41% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,114 -532 -1.41 17,785 -5.96 0.4114
2026-02-17 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,646 -542 -1.42 18,913 -1.42 0.4595
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,188 -2,492 -6.13 19,187 -2.90 0.4853
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,680 979 2.47 19,761 -6.37 0.5433
2025-05-15 2025-03-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 39,701 2,000 5.30 21,105 23.50 0.6591
2025-02-14 2024-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 37,701 -5,551 -12.83 17,089 -14.08 0.5513
2024-11-14 2024-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 43,252 6,865 18.87 19,889 33.91 0.5643
2024-08-14 2024-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 36,387 7,179 24.58 14,853 20.93 0.5540
2024-05-15 2024-03-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 29,208 -6,621 -18.48 12,283 -3.88 0.4924
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 35,829 730 2.08 12,779 3.94 0.5697
2023-11-14 2023-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 35,099 2,268 6.91 12,295 9.82 0.6234
2023-08-15 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,831 470 1.45 11,195 12.04 0.5831
2023-05-15 2023-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 32,361 -595 -1.81 9,992 -1.85 0.5704
2023-02-15 2022-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 32,956 762 2.37 10,180 18.43 0.6396
2022-11-22 2022-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 32,194 1,169 3.77 8,596 1.49 0.6533
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 31,025 581 1.91 8,470 -21.17 0.7466
2022-05-16 2022-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 30,444 7,646 33.54 10,744 57.61 0.8144
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 22,798 -2,161 -8.66 6,817 0.07 0.5026
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 24,959 -3,291 -11.65 6,812 -13.23 0.5545
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B CL B NEW 084670702 28,250 3,140 12.50 7,851 22.39 0.4979
2021-05-18 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,110 9,110 56.94 6,415 72.91 0.4614
2021-02-17 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,000 276 1.76 3,710 10.81 0.3084
2020-11-19 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,724 2,135 15.71 3,348 38.00 0.3360
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 13,589 -6,294 -31.66 2,426 -33.26 0.3324
2020-05-13 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,883 -1,880 -8.64 3,635 -26.25 0.5234
2020-02-18 2019-12-31 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 21,763 2,426 12.55 4,929 21.70 0.5836
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY SHORT TRM BOND 084670702 19,337 1,787 10.18 4,050 9.19 0.5507
2019-08-12 2019-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 17,550 1,074 6.52 3,709 12.05 0.5386
2019-05-16 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,476 2,379 16.88 3,310 15.01 0.5515
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 14,097 3,130 28.54 2,878 22.57 0.5540
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY COM 084670702 10,967 -767 -6.54 2,348 7.21 0.5078
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY COM 084670702 11,734 798 7.30 2,190 2.67 0.5596
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY COM 084670702 10,936 1,049 10.61 2,133 6.44 0.5727
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY COM 084670702 9,887 3,510 55.04 2,004 67.56 0.5305
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY COM 084670702 6,377 255 4.17 1,196 4,684.00 0.5091
2017-08-14 2017-06-30 13F/A-1 BERKSHIRE HATHAWAY COM 084670702 6,122 766 14.30 25 -97.18 0.0121
2017-08-14 2017-06-30 13F BERKSHIRE HATHAWAY COM 084670702 6,122 766 292
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY COM 084670702 5,356 92 1.75 888 3.02 0.5920
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY COM 084670702 5,264 5,264 862 0.6518
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.