Berkshire Hathaway Inc.
BG ˙ BUL
SecurityBG:BRYN / Berkshire Hathaway Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership30,612 shares
Latest Disclosed Value $ 14,669,530
Evoke Wealth, Llc reports 0.38% decrease in ownership of BRYN / Berkshire Hathaway Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 30,612 shares of Berkshire Hathaway Inc. (BG:BRYN) valued at $14,669,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 30,729 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.38% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,612 -117 -0.38 14,670 -5.02 0.2635
2026-02-06 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,729 8,021 35.32 15,446 35.29 0.2883
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,708 -590 -2.53 11,416 0.87 0.2311
2025-08-07 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,298 3,285 16.41 11,317 6.18 0.2589
2025-05-13 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,013 866 4.52 10,659 22.82 0.2781
2025-02-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,147 -245 -1.26 8,679 -2.77 0.2416
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,392 17,372 860.00 8,925 987.09 0.2422
2024-08-13 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,020 -16,690 -89.20 822 -89.56 0.9685
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,710 -672 -3.47 7,868 13.82 0.2330
2024-02-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,382 3,915 25.31 6,913 27.57 0.1479
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,467 759 5.16 5,418 8.04 0.1906
2023-08-09 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,708 626 4.45 5,015 15.34 0.1742
2023-05-08 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,082 173 1.24 4,348 -89.88 0.1583
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,909 923 7.11 42,965 126,264.71 0.1555
2022-11-07 2022-09-30 13F BERKSHIRE HATHAWAY CL B CL B NEW 084670702 12,986 -126 -0.96 35 -2.86 0.1401
2022-08-04 2022-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 13,112 -314 -2.34 36 -25.53 0.1325
2022-05-10 2022-03-31 13F Berkshire Hathaway Class B CL B NEW 084670702 13,426 550 4.27 47 23.68 0.1552
2022-02-09 2021-12-31 13F Berkshire Hathaway Class B CL B NEW 084670702 12,876 -61 -0.47 38 8.57 0.1215
2021-11-12 2021-09-30 13F Berkshire Hathaway Class B CL B NEW 084670702 12,937 -129 -0.99 35 -2.78 0.1326
2021-08-05 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,066 3,749 40.24 36 56.52 0.1376
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL STOCK 084670702 9,317 -2,441 -20.76 24 -14.81 0.1076
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL STOCK 084670702 11,758 -3,462 -22.75 27 -99.17 0.1839
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL STOCK 084670702 15,220 615 4.21 3,241 24.32 0.2627
2020-08-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL STOCK 084670702 14,605 -1,833 -11.15 2,607 -91.33 0.2527
2020-05-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL STOCK 084670702 16,438 -7,107 -30.18 30,054 -38.64 0.4277
2019-12-17 2019-09-30 13F/A-1 BERKSHIRE HATHAWAY CLASS B STOCK 084670702 23,545 23,545 48,978 0.6027
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY STOCK 084670702 117,790 447,582
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.