Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionGarrett Wealth Advisory Group, LLC
Latest Disclosed Ownership13,660 shares
Latest Disclosed Value $ 6,545,872
Garrett Wealth Advisory Group, LLC reports 8.59% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 27, 2026 - Garrett Wealth Advisory Group, LLC filed a 13F-HR form disclosing ownership of 13,660 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $6,545,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 12,580 shares of Berkshire Hathaway Inc.. This represents a change in shares of 8.59% 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)
2026-04-27 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,660 1,080 8.59 6,546 3.51 1.1639
2026-02-04 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,580 -35 -0.28 6,323 -0.30 1.1951
2025-11-18 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,615 -5 -0.04 6,342 3.46 1.2360
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,620 -8 -0.06 6,130 -8.85 1.2971
2025-04-30 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,628 301 2.44 6,725 20.37 1.5041
2025-02-06 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,327 604 5.15 5,588 3.56 1.2711
2024-11-01 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,723 2,598 28.47 5,396 45.34 1.3326
2024-07-19 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,125 143 1.59 3,712 -1.72 1.3614
2024-04-30 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,982 2,297 34.36 3,777 58.43 1.5464
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,685 325 5.11 2,384 7.05 0.9933
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,360 250 4.09 2,228 6.91 1.0140
2023-07-27 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,110 0 0.00 2,084 10.45 0.9243
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,110 -87 -1.40 1,887 -1.46 0.9204
2023-02-02 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,197 0 0.00 1,914 15.65 0.9830
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,197 -30 -0.48 1,655 -2.65 0.9239
2022-07-27 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,227 39 0.63 1,700 -22.16 0.9249
2022-04-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,188 -105 -1.67 2,184 16.05 1.1205
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,293 -32 -0.51 1,882 9.04 0.9131
2021-10-26 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,325 8 0.13 1,726 -1.71 1.1031
2021-07-27 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,317 -36 -0.57 1,756 8.19 1.1505
2021-04-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,353 -235 -3.57 1,623 6.22 1.1482
2021-01-22 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,588 -138 -2.05 1,528 6.70 1.1491
2020-10-23 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,726 -399 -5.60 1,432 12.67 1.1323
2020-07-20 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,125 -113 -1.56 1,271 -4.00 1.0175
2020-04-16 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,238 126 1.77 1,324 -17.87 1.2511
2020-01-28 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,112 -75 -1.04 1,612 7.83 1.1925
2019-10-18 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,187 176 2.51 1,495 -0.13 1.0467
2019-07-29 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,011 -93 -1.31 1,497 5.05 1.1912
2019-04-24 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,104 -4 -0.06 1,425 -1.52 1.1690
2019-03-22 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,108 7,108 1,447 1.3192
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.