Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAdvisors Capital Management, LLC
Latest Disclosed Ownership164,133 shares
Latest Disclosed Value $ 78,652,886
Advisors Capital Management, LLC reports 8.28% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Advisors Capital Management, LLC filed a 13F-HR form disclosing ownership of 164,133 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $78,652,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4 shares of Berkshire Hathaway Inc.. This represents a change in shares of -8.28% 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 164,133 -14,809 -8.28 78,653 -12.56 0.9165
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 178,942 4,532 2.60 89,945 2.58 1.0578
2025-11-07 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 174,410 6,451 3.84 87,683 7.47 1.0857
2025-08-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 167,959 4,970 3.05 81,590 -6.01 1.1179
2025-05-27 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 162,989 3,950 2.48 86,805 20.41 1.3431
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 159,039 4,071 2.63 72,089 101,433.80 1.1340
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 154,968 3,082 2.03 71 16.39 1.1606
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 151,886 -12,440 -7.57 62 -11.59 1.0782
2024-05-06 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 164,326 42,391 34.77 69 60.47 1.2644
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,935 121,935 43 0.8854
2023-11-15 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -80,505 -100.00 0 -100.00
2023-08-03 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80,505 2,213 2.83 27 12.50 0.6547
2023-05-04 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78,292 708 0.91 24 4.35 0.6263
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,584 -690 -0.88 24 -99.90 0.6511
2022-11-16 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78,274 4,799 6.53 24,180 20.54 0.6458
2022-08-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,475 2,925 4.15 20,060 -19.43 0.6110
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,550 3,143 4.66 24,898 23.53 0.6810
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,407 3,731 5.86 20,155 15.97 0.5467
2021-11-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,676 -3,828 -5.67 17,380 -7.36 0.5300
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,504 -5,366 -7.36 18,761 0.78 0.5948
2021-05-12 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,870 -3,390 -4.45 18,616 5.28 0.6528
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 76,260 2,546 3.45 17,682 12.65 0.6767
2020-11-05 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,714 -1,132 -1.51 15,697 17.48 0.7320
2020-08-18 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74,846 71,863 2,409.08 13,361 2,351.56 0.6625
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,983 -343 -10.31 545 -27.62 0.0346
2020-01-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,326 768 30.02 753 41.54 0.0352
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,558 64 2.57 532 0.00 0.0289
2019-08-15 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,494 436 21.19 532 26.07 0.0316
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,058 714 53.12 422 54.01 0.0263
2019-01-17 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,344 -1,190 -46.96 274 -49.54 0.0199
2018-10-10 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,534 278 12.32 543 28.98 0.0355
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,256 380 20.26 421 12.57 0.0290
2018-05-09 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,876 600 47.02 374 47.83 0.0283
2018-01-24 2017-12-31 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 1,276 -26 -2.00 253 5.86 0.0200
2017-10-23 2017-09-30 13F Berkshire Hathaway Inc Cl B CL B NEW 084670702 1,302 1,302 239 0.0194
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.