Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership1,517 shares
Latest Disclosed Value $ 727,041
Clearwater Capital Advisors, LLC reports 0.26% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 1,517 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $727,041 USD as of March 31, 2026.

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)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,517 4 0.26 727 -4.34 0.0587
2026-02-09 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,513 -176 -10.42 761 -10.48 0.0634
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,689 11 0.66 849 4.17 0.0724
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,678 34 2.07 815 -6.86 0.0745
2025-05-08 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,644 220 15.45 876 35.66 0.0846
2025-02-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,424 -181 -11.28 645 -12.60 0.0632
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,605 521 48.06 739 67.73 0.0719
2024-08-06 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,084 104 10.61 441 6.80 0.0467
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 980 -9 -0.91 412 17.05 0.0440
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 989 29 3.02 353 4.76 0.0395
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 960 -135 -12.33 336 -9.92 0.0412
2023-08-08 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,095 185 20.33 373 33.21 0.0445
2023-05-10 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 910 0 0.00 281 -0.36 0.0343
2023-01-27 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 910 63 7.44 281 24.34 0.0366
2022-11-01 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 847 16 1.93 226 -0.44 0.0312
2022-07-21 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 831 50 6.40 227 -17.75 0.0310
2022-05-03 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 781 -68 -8.01 276 8.66 0.0316
2022-01-26 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 849 75 9.69 254 20.38 0.0280
2021-11-03 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 774 0 0.00 211 -1.86 0.0245
2021-08-04 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 774 774 215 0.0250
2020-04-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,009 -100.00 0 -100.00
2020-01-27 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,009 -110 -9.83 229 -1.72 0.0382
2019-11-04 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,119 -500 -30.88 233 -32.46 0.0412
2019-07-26 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,619 0 0.00 345 6.15 0.0626
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,619 360 28.59 325 26.46 0.0609
2019-01-22 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,259 0 0.00 257 -4.81 0.0564
2018-10-17 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,259 1,259 0.00 270 5.06 0.0527
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,120 -100.00 0 -100.00
2018-05-11 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,120 50 4.67 224 5.66 0.0462
2018-02-05 2017-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,070 1,070 212 0.0465
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.