Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionFoster Victor Wealth Advisors, LLC
Latest Disclosed Ownership34,225 shares
Latest Disclosed Value $ 16,343,807
Foster Victor Wealth Advisors, LLC reports 6.12% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Foster Victor Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 34,225 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $16,343,807 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 32,250 shares of Berkshire Hathaway Inc.. This represents a change in shares of 6.12% 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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,225 1,975 6.12 16,344 2.73 0.9341
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,250 601 1.90 15,909 0.79 0.9268
2025-10-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,649 2,693 9.30 15,785 13.82 0.9824
2025-07-15 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,956 1,965 7.28 13,867 -1.97 0.9401
2025-04-17 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,991 -2,439 -8.29 14,146 2.72 1.1374
2025-01-23 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,430 838 2.93 13,772 5.65 1.0548
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,592 566 2.02 13,035 5.98 1.0443
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,026 24,242 640.64 12,301 697.67 1.0280
2024-04-26 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,784 16 0.42 1,542 11.18 0.1407
2024-01-19 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,768 391 11.58 1,387 18.65 0.1420
2023-10-16 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,377 -100 -2.88 1,170 -1.52 0.1363
2023-07-17 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,477 -622 -15.17 1,188 -6.24 0.1320
2023-04-20 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,099 152 3.85 1,267 0.72 0.1536
2023-01-27 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,947 -1 -0.03 1,258 15.22 0.1601
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,948 603 18.03 1,091 18.33 0.1591
2022-07-19 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,345 -178 -5.05 922 -24.05 0.1372
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,523 353 11.14 1,214 19.49 0.1663
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,170 1,141 56.23 1,016 83.39 0.1383
2021-10-08 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,029 728 55.96 554 53.04 0.0887
2021-07-29 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,301 -5 -0.38 362 3.72 0.0604
2021-04-23 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,306 -24 -1.80 349 13.31 0.0649
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,330 -1,013 -43.24 308 -38.28 0.0702
2020-10-26 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,343 -1,629 -41.01 499 -29.62 0.1353
2020-08-03 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,972 1,729 77.08 709 72.09 0.2353
2020-04-29 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,243 -257 -10.28 412 -27.08 0.1808
2020-01-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,500 -14 -0.56 565 8.45 0.2447
2019-10-11 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,514 868 52.73 521 47.18 0.2898
2019-07-16 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,646 0 0.00 354 6.95 0.2600
2019-05-03 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,646 1,646 331 0.2578
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.