Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership2,767 shares
Latest Disclosed Value $ 1,325,946
Capital Wealth Planning, LLC reports 28.32% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 2,767 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,325,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,860 shares of Berkshire Hathaway Inc.. This represents a change in shares of -28.32% 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.

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 2,767 -1,093 -28.32 1,326 -31.70 0.0058
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,860 20 0.52 1,940 0.52 0.0126
2025-11-13 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,840 0 0.00 1,931 3.49 0.0136
2025-08-07 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,840 0 0.00 1,865 -8.80 0.0147
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,840 -37 -0.95 2,045 16.39 0.0177
2025-02-05 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,877 14 0.36 1,757 -1.13 0.0163
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,863 23 0.60 1,778 13.76 0.0166
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,840 0 0.00 1,562 -3.22 0.0164
2024-05-07 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,840 3,840 1,615 0.0173
2021-08-03 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,375 -100.00 0 -100.00
2021-04-19 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,375 5 0.36 351 10.03 0.0115
2021-01-25 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,370 0 0.00 319 9.25 0.0123
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,370 0 0.00 292 19.18 0.0145
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,370 -9,297 -87.16 245 -87.44 0.0140
2020-04-30 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,667 -86 -0.80 1,950 -19.95 0.1228
2020-02-26 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,753 -1,010 -8.59 2,436 -1.50 0.1440
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL E 084670702 11,763 -2,137 -15.37 2,473 -16.54 0.1570
2019-08-02 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL E 084670702 13,900 12,530 914.60 2,963 977.45 0.2149
2019-05-14 2019-03-31 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 275 -1.79 0.1803
2019-02-12 2018-12-31 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 280 -4.44 0.1857
2018-11-13 2018-09-30 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 293 14.45 0.1999
2018-08-13 2018-06-30 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 256 -6.23 0.1782
2018-05-15 2018-03-31 13F Berkshire Hathaway Cl B E 084670702 1,370 1,370 273 0.1897
2018-02-14 2017-12-31 13F Berkshire Hathaway Cl B E 084670702 0 -1,370 -100.00 0 -100.00
2017-11-15 2017-09-30 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 251 8.19 0.1977
2017-08-10 2017-06-30 13F Berkshire Hathaway Cl B CL B 084670702 1,370 0 0.00 232 1.75 0.0371
2017-05-10 2017-03-31 13F Berkshire Hathaway Cl B E 084670702 1,370 0 0.00 228 2.24 0.1925
2017-02-15 2016-12-31 13F Berkshire Hathaway Cl B E 084670702 1,370 1,370 223 0.1971
2015-05-13 2015-03-31 13F Berkshire Hathaway Cl B E 084670702 0 -1,370 -100.00 0 -100.00
2015-02-13 2014-12-31 13F/A-1 Berkshire Hathaway Cl B E 084670702 1,370 -2,730 -66.59 206 -63.60 0.0961
2014-11-17 2014-09-30 13F Berkshire Hathaway Cl B E 084670702 4,100 0 0.00 566 9.06 0.2296
2014-08-20 2014-06-30 13F Berkshire Hathaway Cl B E 084670702 4,100 4,100 519 0.1919
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.