Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionW Advisors, Llc
Latest Disclosed Ownership1,098 shares
Latest Disclosed Value $ 526,162
W Advisors, Llc ownership in BRKB / Berkshire Hathaway Inc.

On April 29, 2026 - W Advisors, Llc filed a 13F-HR form disclosing ownership of 1,098 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $526,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,098 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.

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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)
2026-04-29 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,098 0 0.00 526 -4.54 0.1826
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,098 -5 -0.45 552 -0.54 0.2776
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,103 0 0.00 555 3.55 0.2921
2025-08-07 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,103 99 9.86 536 0.19 0.3073
2025-05-13 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,004 0 0.00 535 17.36 0.3347
2025-01-22 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,004 10 1.01 455 -0.44 0.2815
2024-10-28 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 994 0 0.00 457 13.12 0.2817
2024-08-06 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 994 108 12.19 404 8.60 0.2652
2024-04-25 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 886 0 0.00 373 17.72 0.2555
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 886 30 3.50 316 5.69 0.2342
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 856 856 300 0.2464
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.