Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionRBA Wealth Management, LLC
Latest Disclosed Ownership495 shares
Latest Disclosed Value $ 237,204
RBA Wealth Management, LLC ownership in BRKB / Berkshire Hathaway Inc.

On April 22, 2026 - RBA Wealth Management, LLC filed a 13F-HR form disclosing ownership of 495 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $237,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 495 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.00% 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)
2026-04-22 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 495 0 0.00 237 -4.44 0.0854
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 495 5 1.02 249 0.81 0.0843
2025-11-05 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 490 0 0.00 246 3.36 0.0850
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 490 -42 -7.89 238 -15.90 0.0887
2025-04-25 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532 0 0.00 283 17.43 0.1121
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532 -124 -18.90 241 -19.93 0.0918
2024-10-21 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 656 -30 -4.37 302 7.89 0.1164
2024-07-19 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 686 -69 -9.14 279 -11.99 0.1118
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 755 0 0.00 317 17.84 0.1287
2024-02-08 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 755 -6 -0.79 269 1.13 0.1176
2023-10-19 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 761 0 0.00 267 2.70 0.1283
2023-07-21 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 761 -20 -2.56 260 7.47 0.1210
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 781 0 0.00 241 0.00 0.1201
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 781 -154 -16.47 241 -3.60 0.1265
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 935 -17 -1.79 250 -3.85 0.1440
2022-07-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 952 -7 -0.73 260 -23.08 0.1441
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959 0 0.00 338 17.77 0.1624
2022-02-02 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959 0 0.00 287 9.54 0.1356
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959 -114 -10.62 262 -12.08 0.6318
2021-07-22 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,073 -39 -3.51 298 4.93 0.6329
2021-04-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,112 -301 -21.30 284 -13.41 0.2411
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,413 -743 -34.46 328 -28.54 0.1976
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,156 -182 -7.78 459 10.07 0.3103
2020-09-29 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,338 -411 -14.95 417 -17.10 0.3034
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,749 -79 -2.79 503 -21.16 0.4351
2020-01-09 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,828 -49 -1.70 638 6.69 0.4348
2019-10-24 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,877 -69 -2.34 598 -4.78 0.4562
2019-08-08 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,946 2,946 628 0.4849
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.