Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionVisionPoint Advisory Group, LLC
Latest Disclosed Ownership12,801 shares
Latest Disclosed Value $ 6,134,239
VisionPoint Advisory Group, LLC reports 11.12% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 7, 2026 - VisionPoint Advisory Group, LLC filed a 13F-HR form disclosing ownership of 12,801 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $6,134,239 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 11,520 shares of Berkshire Hathaway Inc.. This represents a change in shares of 11.12% 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)
2026-05-07 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,801 1,281 11.12 6,134 5.94 1.1558
2026-01-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,520 -156 -1.34 5,791 -1.35 1.1280
2025-10-08 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,676 -224 -1.88 5,870 1.54 1.1712
2025-07-09 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,900 248 2.13 5,781 -6.85 1.2574
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,652 1,350 13.10 6,206 33.53 2.1268
2025-02-03 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,302 -885 -7.91 4,647 -9.73 1.5888
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,187 -1,092 -8.89 5,149 3.06 1.7382
2024-08-01 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,279 -486 -3.81 4,995 -6.93 1.7753
2024-05-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,765 -10,548 -45.25 5,368 -35.45 1.9352
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,313 350 1.52 8,315 3.37 3.0678
2023-12-06 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,963 -22 -0.10 8,044 2.63 3.4488
2023-08-21 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,985 -1,008 -4.20 7,838 2.08 3.2050
2023-05-15 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,993 3,708 18.28 7,678 20.63 3.3869
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,285 15,581 331.23 6,364 406.69 2.6327
2022-11-17 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,704 2,120 82.04 1,256 63.97 0.6038
2022-08-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,584 -71 -2.67 766 -6.36 0.3030
2022-05-16 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,655 -80 -2.93 818 -4.99 0.3786
2022-02-07 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,735 12 0.44 861 9.82 0.3765
2021-11-08 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,723 4 0.15 784 3.70 0.3498
2021-08-10 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,719 -270 -9.03 756 -1.05 0.3369
2021-05-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,989 -50 -1.65 764 8.37 0.3660
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,039 -68 -2.19 705 6.50 0.3554
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,107 -76 -2.39 662 6.95 0.2857
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,183 -100 -3.05 619 3.17 0.2507
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,283 7 0.21 600 -19.14 0.2809
2020-01-30 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,276 -2,968 -47.53 742 -42.88 0.3081
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,244 -265 -4.07 1,299 -6.41 0.3561
2019-08-14 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,509 6,509 1,388 0.3986
2019-05-10 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -6,194 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,194 6,194 1,265 0.4097
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.