Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCatalytic Wealth RIA, LLC
Latest Disclosed Ownership39,279 shares
Latest Disclosed Value $ 18,822,497
Catalytic Wealth RIA, LLC reports 1.85% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 14, 2026 - Catalytic Wealth RIA, LLC filed a 13F-HR form disclosing ownership of 39,279 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $18,822,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 40,020 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.85% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,279 -741 -1.85 18,822 -6.43 0.7787
2026-01-30 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,020 -20,157 -33.50 20,116 -33.51 0.7387
2025-11-13 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,177 38,789 181.36 30,253 191.20 0.9955
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,388 15,643 272.29 10,390 239.62 0.8492
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,745 111 1.97 3,060 19.82 0.5616
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,634 -585 -9.41 2,554 -10.80 0.4489
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,219 838 15.57 2,862 30.80 0.4998
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,381 328 6.49 2,189 3.01 0.4321
2024-05-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,053 636 14.40 2,125 34.86 0.4253
2024-02-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,417 4,417 1,575 0.7096
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.