Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCalamos Wealth Management LLC
Latest Disclosed Ownership16,740 shares
Latest Disclosed Value $ 8,021,808
Calamos Wealth Management LLC reports 12.52% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 4, 2026 - Calamos Wealth Management LLC filed a 13F-HR form disclosing ownership of 16,740 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,021,808 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 -12.52% 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)
2026-05-04 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,740 -2,396 -12.52 8,022 -16.60 0.2760
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,136 3,498 22.37 9,619 22.35 0.3314
2025-10-20 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,638 2,984 23.58 7,862 27.90 0.2833
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,654 1,369 12.13 6,147 2.26 0.2601
2025-04-29 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,285 898 8.65 6,010 27.66 0.2997
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,387 58 0.56 4,708 -0.97 0.2355
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,329 -4,325 -29.51 4,754 -20.25 0.2436
2024-07-25 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,654 299 2.08 5,961 -1.24 0.3176
2024-05-08 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,355 -598 -4.00 6,037 13.18 0.3388
2024-01-31 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,953 83 0.56 5,333 2.40 0.3355
2023-10-26 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,870 -457 -2.98 5,209 -0.34 0.3948
2023-07-28 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,327 337 2.25 5,227 12.92 0.3831
2023-05-04 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,990 383 2.62 4,628 2.57 0.3626
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,607 4,900 50.48 4,512 74.07 0.3503
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,707 242 2.56 2,592 0.31 0.2223
2022-08-01 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,465 102 1.09 2,584 -21.79 0.2293
2022-05-03 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,363 582 6.63 3,304 25.82 0.2468
2022-02-01 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,781 3,137 55.58 2,626 70.52 0.1919
2021-10-26 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,644 -8 -0.14 1,540 -1.97 0.1244
2021-07-22 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,652 782 16.06 1,571 26.29 0.1223
2021-04-12 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,870 560 12.99 1,244 24.52 0.1025
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,310 -1,542 -26.35 999 -19.82 0.0912
2020-10-26 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,852 1,593 37.40 1,246 63.95 0.1425
2020-07-27 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,259 -522 -10.92 760 -13.04 0.0948
2020-04-28 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,781 -1,295 -21.31 874 -36.48 0.1333
2020-01-15 2019-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 6,076 837 15.98 1,376 26.24 0.1621
2019-10-21 2019-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 5,239 -24 -0.46 1,090 -2.85 0.1457
2019-08-07 2019-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 5,263 -390 -6.90 1,122 -1.23 0.1514
2019-04-12 2019-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 5,653 -23,301 -80.48 1,136 -80.78 0.1623
2019-01-24 2018-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 28,954 -5,400 -15.72 5,912 -19.63 0.8900
2018-10-22 2018-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 34,354 -1,782 -4.93 7,356 9.06 0.9166
2018-07-17 2018-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 36,136 -992 -2.67 6,745 -8.94 0.8408
2018-04-13 2018-03-31 13F BERKSHIRE HTH-B COMMON STOCK 084670702 37,128 2,426 6.99 7,407 7.68 0.9284
2018-02-13 2017-12-31 13F BERKSHIRE HTH COMMON STOCK 084670702 34,702 -219 -0.63 6,879 7.45 0.8925
2017-10-25 2017-09-30 13F BERKSHIRE HTH COMMON STOCK 084670702 34,921 253 0.73 6,402 9.03 0.8871
2017-08-09 2017-06-30 13F BERKSHIRE HTH COMMON STOCK 084670702 34,668 811 2.40 5,872 4.06 0.8309
2017-04-20 2017-03-31 13F BERKSHIRE HTH COMMON STOCK 084670702 33,857 7,304 27.51 5,643 30.38 0.8436
2017-02-06 2016-12-31 13F BERKSHIRE HTH COMMON STOCK 084670702 26,553 1,373 5.45 4,328 18.97 0.6966
2016-11-14 2016-09-30 13F BERKSHIRE HTH COMMON STOCK 084670702 25,180 3,661 17.01 3,638 16.75 0.6218
2016-07-26 2016-06-30 13F BERKSHIRE HTH COMMON STOCK 084670702 21,519 2,934 15.79 3,116 18.16 0.5506
2016-04-25 2016-03-31 13F BERKSHIRE HTH COMMON STOCK 084670702 18,585 3,740 25.19 2,637 34.54 0.5075
2016-02-05 2015-12-31 13F BERKSHIRE HTH COMMON STOCK 084670702 14,845 498 3.47 1,960 4.76 0.3904
2015-11-10 2015-09-30 13F BERKSHIRE HTH COMMON STOCK 084670702 14,347 799 5.90 1,871 1.46 0.4491
2015-08-17 2015-06-30 13F BERKSHIRE HTH-B COMMON STOCK 084670702 13,548 1,294 10.56 1,844 4.30 0.4356
2015-05-12 2015-03-31 13F BERKSHIRE HTH COMMON STOCK 084670702 12,254 7,294 147.06 1,768 137.32 0.4418
2015-02-13 2014-12-31 13F BERKSHIRE HTH COMMON STOCK 084670702 4,960 -576 -10.40 745 -2.61 0.2139
2014-11-14 2014-09-30 13F BERKSHIRE HTH COMMON STOCK 084670702 5,536 -165 -2.89 765 5.96 0.2208
2014-08-14 2014-06-30 13F BERKSHIRE HTH COMMON STOCK 084670702 5,701 -109 -1.88 722 -0.55 0.2059
2014-05-16 2014-03-31 13F BERKSHIRE HTH COMMON STOCK 084670702 5,810 -164 -2.75 726 2.54 0.2149
2014-02-14 2013-12-31 13F BERKSHIRE HTH COMMON STOCK 084670702 5,974 855 16.70 708 21.86 0.2171
2013-11-13 2013-09-30 13F BERKSHIRE HTH COMMON STOCK 084670702 5,119 985 23.83 581 25.49 0.1899
2013-08-12 2013-06-30 13F BERKSHIRE HTH-B COMMON STOCK 084670702 4,134 4,134 463 0.1639
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.