Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership3,420 shares
Latest Disclosed Value $ 1,638,864
IMA Wealth, Inc. reports 3.74% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 3,420 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,638,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,553 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.74% 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)
2026-05-06 2026-03-31 13F Berkshire Hathaway Inc B Common Stock 084670702 3,420 -133 -3.74 1,639 -8.24 0.1600
2026-02-11 2025-12-31 13F Berkshire Hathaway Inc B Common Stock 084670702 3,553 713 25.11 1,786 25.09 0.1715
2025-11-06 2025-09-30 13F Berkshire Hathaway Inc B Common Stock 084670702 2,840 -1 -0.04 1,428 3.41 0.1439
2025-08-08 2025-06-30 13F Berkshire Hathaway Inc B Common Stock 084670702 2,841 5 0.18 1,380 -8.61 0.1479
2025-05-06 2025-03-31 13F Berkshire Hathaway Inc B Common Stock 084670702 2,836 -83 -2.84 1,510 14.13 0.1792
2025-02-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,919 0 0.00 1,323 -1.49 0.1593
2024-11-14 2024-09-30 13F Berkshire Hathaway Inc B Common Stock 084670702 2,919 2,919 1,343 0.2924
2022-08-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -4,105 -100.00 0 -100.00
2022-06-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,105 -651 -13.69 1,449 1.90 0.3326
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,756 0 0.00 1,422 9.55 0.3140
2021-11-03 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,756 -370 -7.22 1,298 -8.91 0.3066
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,126 -67 -1.29 1,425 7.39 0.3330
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,193 40 0.78 1,327 11.05 0.3251
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,153 -525 -9.25 1,195 -1.16 0.3350
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,678 76 1.36 1,209 20.90 0.4053
2020-08-13 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,602 339 6.44 1,000 3.95 0.3616
2020-04-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,263 -419 -7.37 962 -25.25 0.4234
2020-02-24 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,682 -465 -7.56 1,287 0.63 0.4777
2019-10-29 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,147 0 0.00 1,279 -2.37 0.4831
2019-07-19 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,147 -8 -0.13 1,310 5.99 0.4898
2019-05-09 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,155 -2,741 -30.81 1,236 -31.94 0.4798
2019-01-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,896 -61 -0.68 1,816 -5.32 0.8473
2018-10-18 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,957 0 0.00 1,918 14.71 0.7500
2018-08-01 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,957 -394 -4.21 1,672 -10.35 0.6966
2018-04-20 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,351 -110 -1.16 1,865 -0.53 0.8301
2018-02-05 2017-12-31 13F BERKSHIRE HATHAWAY INC D CL B NEW 084670702 9,461 -1,349 -12.48 1,875 -5.40 0.8389
2017-10-24 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,810 17 0.16 1,982 8.42 0.9196
2017-07-31 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,793 -1,186 -9.90 1,828 -8.46 0.8792
2017-06-06 2017-03-31 13F BERKSHIRE HATHAWAY INC D CL B NEW 084670702 11,979 1,051 9.62 1,997 12.13 1.0050
2017-03-30 2016-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 10,928 -1,636 -13.02 1,781 -1.87 1.0972
2016-12-07 2016-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 12,564 276 2.25 1,815 2.02 1.0375
2016-12-08 2016-06-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 12,288 -361 -2.85 1,779 1.08 1.1161
2016-12-08 2016-03-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 12,649 9,042 250.68 1,760 269.75 1.0209
2016-12-08 2015-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 3,607 -679 -15.84 476 -14.85 0.2890
2016-12-08 2015-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 4,286 -1,542 -26.46 559 -29.51 0.3543
2015-07-24 2015-06-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 5,828 -1,358 -18.90 793 -23.53 0.3772
2015-04-14 2015-03-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,186 0 0.00 1,037 -3.89 0.5041
2015-01-09 2014-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,186 0 0.00 1,079 8.66 0.5575
2014-10-16 2014-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,186 114 1.61 993 10.95 0.4687
2014-07-17 2014-06-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,072 0 0.00 895 1.24 0.4095
2014-04-15 2014-03-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,072 0 0.00 884 5.49 0.4132
2014-01-30 2013-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,072 0 0.00 838 4.36 0.3986
2013-10-03 2013-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,072 0 0.00 803 1.52 0.3940
2013-07-16 2013-06-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 7,072 7,072 791 0.4296
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.