Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership35,855 shares
Latest Disclosed Value $ 17,181,935
Gladstone Institutional Advisory LLC reports 0.12% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 35,855 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $17,181,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,812 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.12% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,855 43 0.12 17,182 -4.56 0.6366
2026-02-17 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,812 785 2.24 18,001 2.23 0.6798
2025-10-22 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,027 1,065 3.14 17,609 6.74 0.6782
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,962 829 2.50 16,498 -6.51 0.6816
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,133 2,041 6.56 17,646 25.20 0.8225
2025-01-29 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,092 -368 -1.17 14,093 -2.67 0.6537
2024-10-28 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,460 3,185 11.26 14,480 25.88 0.7069
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,275 1,482 5.53 11,502 2.09 0.5990
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,793 -2,839 -9.58 11,267 6.60 0.6182
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,632 8,499 40.22 10,569 42.77 0.5928
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,133 850 4.19 7,403 7.03 0.4794
2023-08-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,283 -2,425 -10.68 6,917 -1.36 0.4216
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,708 -248 -1.08 7,012 -1.13 0.4540
2023-02-01 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,956 1,095 5.01 7,091 21.48 0.5004
2023-01-30 2022-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,861 -6,516 -22.96 5,837 -24.65 0.4563
2022-10-20 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,861 -6,516 5,837 0.4563
2023-01-30 2022-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,377 6,018 26.92 7,747 -1.82 0.6127
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,377 6,018 7,747 0.6127
2023-01-30 2022-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,359 8,792 64.80 7,891 94.50 0.5335
2022-05-04 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,359 8,792 7,891 0.5335
2023-01-30 2021-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,567 2,189 19.24 4,057 30.62 0.3143
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,567 2,189 4,057 0.3143
2023-01-30 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,378 3,947 53.12 3,106 50.41 0.3034
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,378 3,947 3,106 0.3034
2023-01-30 2021-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,431 815 12.32 2,065 22.19 0.2453
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,431 815 2,065 0.2453
2023-01-30 2021-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,616 4,708 246.75 1,690 282.35 0.2627
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,616 4,708 1,690 0.2627
2023-01-30 2020-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,908 -257 -11.87 442 -4.12 0.0880
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,908 -257 442 0.0880
2023-01-30 2020-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,165 -13 -0.60 461 18.51 0.1101
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,165 -13 461 0.1101
2020-08-17 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,178 -1,793 -45.15 389 -46.42 0.0989
2020-05-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,971 -542 -12.01 726 -29.03 0.1873
2020-02-12 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,513 -100 -2.17 1,023 6.56 0.2508
2019-11-13 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,613 286 6.61 960 4.12 0.2442
2019-08-14 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,327 2,218 105.17 922 117.45 0.2809
2019-05-10 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,109 600 39.76 424 37.66 0.1556
2019-02-13 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,509 1,509 308 0.1794
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.