Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionBCGM Wealth Management, LLC
Latest Disclosed Ownership7,143 shares
Latest Disclosed Value $ 3,422,926
BCGM Wealth Management, LLC reports 3.78% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 5, 2026 - BCGM Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,143 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,422,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,883 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.78% 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)
2026-05-05 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,143 260 3.78 3,423 -1.07 0.8598
2026-01-07 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,883 224 3.36 3,460 3.35 0.8829
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,659 181 2.79 3,348 6.39 0.8711
2025-08-05 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,478 115 1.81 3,147 -7.14 0.8873
2025-05-08 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,363 354 5.89 3,389 24.42 1.0413
2025-02-04 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,009 -2,371 -28.29 2,724 -29.38 0.8640
2024-11-06 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,380 73 0.88 3,857 14.12 1.2511
2024-07-30 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,307 37 0.45 3,379 -2.82 1.1706
2024-05-07 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,270 173 2.14 3,478 20.44 1.2483
2024-02-13 2023-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,097 89 1.11 2,888 2.92 1.1759
2024-02-08 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,097 89 2,888 1.1759
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,008 650 8.83 2,805 11.80 1.2887
2023-08-07 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,358 595 8.80 2,509 20.16 1.1050
2023-05-02 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,763 -328 -4.63 2,088 -4.66 1.0533
2023-02-07 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,091 -61 -0.85 2,190 5.80 1.0653
2022-11-03 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,152 437 6.51 2,070 2.53 1.0339
2022-08-01 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,715 9 0.13 2,019 -6.74 1.0239
2022-05-02 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,706 576 9.40 2,165 18.11 1.1765
2022-02-01 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,130 377 6.55 1,833 11.02 0.9850
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,753 752 15.04 1,651 18.61 0.9191
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,001 524 11.70 1,392 16.10 0.8252
2021-04-21 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,477 729 19.45 1,199 31.90 0.8198
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,748 3,748 909 0.6437
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.