Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCircle Wealth Management, LLC
Latest Disclosed Ownership18,449 shares
Latest Disclosed Value $ 8,840,761
Circle Wealth Management, LLC reports 6.94% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 12, 2026 - Circle Wealth Management, LLC filed a 13F-HR form disclosing ownership of 18,449 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,840,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 17,252 shares of Berkshire Hathaway Inc.. This represents a change in shares of 6.94% 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)
2026-05-12 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,449 1,197 6.94 8,841 1.95 0.1246
2026-02-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,252 122 0.71 8,672 0.70 0.1335
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,130 356 2.12 8,612 5.68 0.1676
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,774 -432 -2.51 8,148 -11.08 0.1763
2025-05-14 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,206 60 0.35 9,164 17.91 0.2103
2025-02-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,146 -154 -0.89 7,772 -2.40 0.1646
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,300 -119 -0.68 7,962 12.36 0.1761
2024-08-13 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,419 10 0.06 7,086 -3.20 0.1633
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,409 201 1.17 7,321 19.28 0.1815
2024-02-15 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,208 139 0.81 6,137 2.64 0.1559
2023-11-15 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,069 1,098 6.87 5,979 9.79 0.1490
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,971 10 0.06 5,446 10.51 0.7203
2023-05-09 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,961 30 0.19 4,928 0.14 0.7126
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,931 156 0.99 4,921 16.83 0.7602
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,775 434 2.83 4,212 0.57 0.6946
2022-08-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,341 0 0.00 4,188 -22.64 0.6661
2022-05-16 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,341 21 0.14 5,414 18.18 0.7106
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,320 -1,489 -8.86 4,581 -0.13 0.5979
2021-11-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,809 -1,095 -6.12 4,587 -7.82 0.6616
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,904 -682 -3.67 4,976 4.80 0.7146
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,586 -2,330 -11.14 4,748 -2.10 0.7574
2021-02-18 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,916 677 3.35 4,850 12.53 0.6947
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,239 2,734 15.62 4,310 37.92 0.7119
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,505 1,697 10.74 3,125 8.13 0.5472
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,808 11,479 265.17 2,890 194.60 0.5637
2020-02-24 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,329 1,087 33.53 981 45.55 0.1699
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,242 38 1.19 674 -1.32 0.1434
2019-08-14 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,204 1,195 59.48 683 69.06 0.1480
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,009 -7 -0.35 404 -1.94 0.0906
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,016 0 0.00 412 -4.63 0.1544
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,016 0 0.00 432 14.89 0.1362
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,016 0 0.00 376 -6.47 0.1277
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,016 -12 -0.59 402 0.00 0.1449
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,028 0 0.00 402 8.06 0.1523
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,028 0 0.00 372 8.45 0.1528
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,028 0 0.00 343 1.48 0.1518
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,028 90 4.64 338 6.96 0.1621
2017-05-12 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,938 1,938 316 0.1686
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.