Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership9,072 shares
Latest Disclosed Value $ 4,347,302
Cfm Wealth Partners Llc reports 6.48% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 9,072 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,347,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 9,701 shares of Berkshire Hathaway Inc.. This represents a change in shares of -6.48% 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)
2026-04-21 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,072 -629 -6.48 4,347 -10.85 0.6515
2026-01-27 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,701 -244 -2.45 4,876 -2.46 0.7038
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,945 -1,642 -14.17 5,000 -11.18 0.7259
2025-07-23 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,587 517 4.67 5,629 -4.53 0.8958
2025-04-25 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,070 865 8.48 5,896 27.46 1.0397
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,205 206 2.06 4,626 0.50 0.7802
2024-10-23 2024-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,999 2,693 36.86 4,602 54.85 0.8038
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,104 -202 2,987 0.5998
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,306 202 2.84 2,972 -0.50 0.5460
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,104 592 9.09 2,987 28.64 0.5994
2024-01-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,512 22 0.34 2,323 2.16 0.5253
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,490 485 8.08 2,273 11.04 0.5955
2023-07-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,005 442 7.95 2,048 19.22 0.4972
2023-04-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,563 275 5.20 1,718 5.14 0.4630
2023-01-20 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 5,288 1,129 27.15 1,633 46.98 0.4890
2022-10-17 2022-09-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 4,159 2,631 172.19 1,111 166.43 0.3549
2022-07-12 2022-06-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,528 239 18.54 417 -8.35 0.1252
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,289 0 0.00 455 17.27 0.1089
2022-01-21 2021-12-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,289 0 0.00 388 10.54 0.0866
2021-10-25 2021-09-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,289 0 0.00 351 -1.96 0.0883
2021-07-21 2021-06-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,289 0 0.00 358 8.81 0.0951
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Common 084670702 1,289 -1,180 -47.79 329 -42.48 0.0992
2021-02-10 2020-12-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 2,469 0 0.00 572 8.95 0.1824
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 2,469 0 0.00 525 19.32 0.1915
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 2,469 0 0.00 440 -2.44 0.1672
2020-05-12 2020-03-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 2,469 0 0.00 451 -20.46 0.2095
2020-01-30 2019-12-31 13F BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B Equity 084670702 2,469 2,469 567 0.2090
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.