Berkshire Hathaway Inc.
DE ˙ XTRA
424,90 € ↑16,80 (4,12%)
2026-06-05
DEL PRIS
SecurityDE:BRYN / Berkshire Hathaway Inc.
InstitutionCore Wealth Advisors, Inc.
Latest Disclosed Ownership992 shares
Latest Disclosed Value $ 475,366
Core Wealth Advisors, Inc. reports 25.57% increase in ownership of BRYN / Berkshire Hathaway Inc.

On May 15, 2026 - Core Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 992 shares of Berkshire Hathaway Inc. (DE:BRYN) valued at $410,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 790 shares of Berkshire Hathaway Inc.. This represents a change in shares of 25.57% during the quarter. The current value of the position is $421,501 USD.

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)
2026-05-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 992 202 25.57 475 19.65 0.1134
2026-02-17 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 790 0 0.00 397 0.00 0.1030
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 790 -51 -6.06 397 -2.70 0.1036
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 841 130 18.28 409 7.94 0.1174
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 711 150 26.74 379 48.82 0.1205
2025-02-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 561 30 5.65 254 4.10 0.0838
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 531 0 0.00 244 12.96 0.0784
2024-08-15 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 531 0 0.00 216 -3.14 0.0740
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 531 8 1.53 223 19.89 0.0759
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 523 106 25.42 187 27.40 0.0685
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 417 0 0.00 146 2.82 0.0598
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 417 85 25.60 142 39.22 0.0571
2023-04-27 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 332 116 53.70 103 54.55 0.0409
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 0 0.00 67 13.79 0.0292
2022-11-10 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 0 0.00 58 -1.69 0.0338
2022-08-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 0 0.00 59 -22.37 0.0363
2022-05-16 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 0 0.00 76 16.92 0.0426
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 -50 -18.80 65 -10.96 0.0388
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266 -21 -7.32 73 -8.75 0.0484
2021-08-03 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 287 -2,076 -87.85 80 -86.75 0.0534
2021-05-04 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,363 113 5.02 604 15.71 0.5326
2021-02-05 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,250 43 1.95 522 11.06 0.4663
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,207 -125 -5.36 470 12.98 0.4399
2020-07-31 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,332 931 66.45 416 62.50 0.3664
2020-04-29 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,401 662 89.58 256 53.29 0.1949
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 739 739 167 0.0959
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.