Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership37,256 shares
Latest Disclosed Value $ 17,852,774
Great Valley Advisor Group, Inc. reports 5.16% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 37,256 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $17,852,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of 5.16% 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)
2026-05-11 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,256 1,827 5.16 17,853 0.25 0.3244
2026-02-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,429 201 0.57 17,808 0.55 0.3422
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,228 -383 -1.08 17,711 2.38 0.3552
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,611 -11,620 -24.60 17,299 -31.23 0.3832
2025-05-08 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,231 -415 -0.87 25,154 16.47 0.5414
2025-02-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 47,646 1,628 3.54 21,597 1.97 0.4835
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46,018 1,230 2.75 21,180 16.25 0.5205
2024-07-16 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,788 2,998 7.17 18,220 3.68 0.5098
2024-05-06 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,790 18,235 77.41 17,574 109.18 0.5336
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,555 1,862 8.58 8,401 10.57 0.2948
2023-11-07 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,693 107 0.50 7,599 3.23 0.3150
2023-08-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,586 1,908 9.70 7,361 21.15 0.3085
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,678 -11,977 -37.84 6,076 -37.86 0.2833
2023-02-01 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,655 -2,022 -6.00 9,778 8.73 0.4996
2022-10-21 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,677 1,791 5.62 8,992 3.30 0.5035
2022-07-19 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,886 8,899 38.71 8,705 8.50 0.4784
2022-04-20 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,987 4,069 21.51 8,023 42.38 0.4678
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,918 -3,485 -15.56 5,635 -7.85 0.3482
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,403 3,116 16.16 6,115 14.51 0.4214
2021-07-27 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,287 8,819 84.25 5,340 99.63 0.3949
2021-04-20 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,468 132 1.28 2,675 11.60 0.2574
2021-01-29 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,336 -1,346 -11.52 2,397 -3.66 0.2480
2020-10-21 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,682 3,137 36.71 2,488 63.04 0.3054
2020-07-31 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,545 -2,360 -21.64 1,526 -23.47 0.2498
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,905 -1,747 -13.81 1,994 -30.43 0.5282
2020-02-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,652 -3,250 -20.44 2,866 -13.34 0.6382
2019-10-25 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,902 -425 -2.60 3,307 -5.00 0.7982
2019-07-30 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,327 -602 -3.56 3,481 2.35 0.8747
2019-04-26 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,929 -147 -0.86 3,401 -2.47 1.0822
2019-04-11 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,076 17,076 3,487 1.3024
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.