Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership66,767 shares
Latest Disclosed Value $ 31,994,584
Wealthspire Advisors, LLC reports 5.01% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 66,767 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $31,994,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 70,292 shares of Berkshire Hathaway Inc.. This represents a change in shares of -5.01% 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,767 -3,525 -5.01 31,995 -9.45 0.2513
2026-02-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,292 6,900 10.88 35,332 10.87 0.2812
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,392 -368 -0.58 31,870 2.90 0.1666
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,760 -1,969 -3.00 30,973 -11.52 0.1740
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,729 2,199 3.46 35,006 21.56 0.2091
2025-02-04 2024-12-31 13F Berkshire Hathaway Cl B COM 084670702 63,530 3,187 5.28 28,797 3.68 0.2862
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,343 8,463 16.31 27,773 31.60 0.2826
2024-08-08 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,880 582 1.13 21,105 -2.16 0.2703
2024-05-06 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,298 -1,609 -3.04 21,572 14.32 0.2877
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,907 -733 -1.37 18,870 0.42 0.2681
2023-11-06 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 53,640 15,657 41.22 18,790 45.07 0.3103
2023-08-01 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,983 1,964 5.45 12,952 16.46 0.2117
2023-05-09 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,019 -2,680 -6.93 11,122 -6.96 0.1909
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,699 4,085 11.80 11,954 29.32 0.2175
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,614 91 0.26 9,243 -1.93 0.1932
2022-08-09 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,523 12,681 58.06 9,425 22.28 0.1970
2022-05-09 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,842 -4,690 -17.68 7,708 -2.84 0.1734
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,532 -6,158 -18.84 7,933 -11.08 0.1755
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,690 10,993 50.67 8,922 47.96 0.1851
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,697 -26,001 -54.51 6,030 -50.51 0.1585
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,698 11,626 32.23 12,185 45.68 0.2892
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,072 19,653 119.70 8,364 139.24 0.2489
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,419 4,789 41.18 3,496 68.40 0.2079
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,630 -39,290 -77.16 2,076 -77.70 0.1446
2020-05-12 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50,920 44,028 638.83 9,310 496.41 0.3903
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,892 1,420 25.95 1,561 37.17 0.1137
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,472 3,789 225.13 1,138 216.99 0.0932
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,683 1,683 359 0.0313
2019-05-07 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,502 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,502 1,502 307 0.0296
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.