Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionLeo Wealth, LLC
Latest Disclosed Ownership26,841 shares
Latest Disclosed Value $ 12,858,603
Leo Wealth, LLC reports 1.49% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 5, 2026 - Leo Wealth, LLC filed a 13F-HR form disclosing ownership of 26,841 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $12,858,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 24, 2025 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of 1.49% 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)
2026-05-05 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,841 395 1.49 12,859 -3.27 0.9337
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,446 11,293 74.53 13,293 74.50 0.9641
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,153 -15,602 -50.73 7,618 -48.98 0.9877
2025-07-24 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,755 18,933 160.15 14,928 137.10 1.1607
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,822 -13,916 -54.07 6,296 -46.03 0.9051
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,738 552 2.19 11,667 0.65 1.0456
2024-10-21 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,186 6,766 36.73 11,592 55.08 1.0594
2024-07-17 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,420 4,063 28.30 7,474 23.86 0.7626
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,357 449 3.23 6,035 13.38 0.6176
2024-03-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,908 13,908 5,323 0.5516
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.