Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership100,644 shares
Latest Disclosed Value $ 48,228,773
Heritage Wealth Advisors reports 19.53% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 100,644 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $48,228,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3 shares of Berkshire Hathaway Inc.. This represents a change in shares of -19.53% 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)
2026-05-13 2026-03-31 13F Berkshire Hathaway Cl B CL B 084670702 100,644 -24,422 -19.53 48,229 -23.19 1.8842
2026-02-13 2025-12-31 13F Berkshire Hathaway Cl B CL B 084670702 125,066 -578 -0.46 62,791 -0.59 2.3980
2025-11-13 2025-09-30 13F Berkshire Hathaway Cl B CL B 084670702 125,644 737 0.59 63,166 4.10 2.7646
2025-08-11 2025-06-30 13F Berkshire Hathaway Cl B CL B 084670702 124,907 -648 -0.52 60,676 -9.26 2.8814
2025-05-08 2025-03-31 13F Berkshire Hathaway Cl B CL B 084670702 125,555 3,516 2.88 66,868 20.88 3.3874
2025-02-12 2024-12-31 13F Berkshire Hathaway Cl B CL B 084670702 122,039 -7,822 -6.02 55,318 -7.45 2.7428
2024-11-12 2024-09-30 13F Berkshire Hathaway Cl B CL B 084670702 129,861 -1,584 -1.21 59,770 11.78 2.8040
2024-12-12 2024-06-30 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 131,445 3,180 2.48 53,472 -0.86 2.4140
2024-08-06 2024-06-30 13F Berkshire Hathaway Cl B CL B 084670702 131,445 3,180 53,472 2.4140
2024-12-12 2024-03-31 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 128,265 3,407 2.73 53,938 21.12 2.4615
2024-05-08 2024-03-31 13F Berkshire Hathaway Cl B CL B 084670702 127,870 3,012 53,772 2.4622
2024-12-12 2023-12-31 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 124,858 -6,122 -4.67 44,532 -2.94 2.2143
2024-02-12 2023-12-31 13F Berkshire Hathaway Cl B CL B 084670702 124,573 -6,407 44,430 2.2137
2024-12-12 2023-09-30 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 130,980 1,637 1.27 45,882 4.03 2.5022
2023-11-09 2023-09-30 13F Berkshire Hathaway Cl B CL B 084670702 130,980 1,637 45,882 2.5022
2024-12-12 2023-06-30 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 129,343 1,147 0.89 44,106 11.42 2.3342
2023-08-09 2023-06-30 13F Berkshire Hathaway Cl B CL B 084670702 129,343 1,147 44,106 2.3342
2023-05-04 2023-03-31 13F Berkshire Hathaway Cl B CL B 084670702 128,196 5,028 4.08 39,583 4.04 2.2050
2024-12-12 2022-12-31 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 123,168 4,866 4.11 38,047 20.44 2.2034
2023-02-07 2022-12-31 13F Berkshire Hathaway Cl B CL B 084670702 123,168 4,866 38,047 2.2034
2024-12-12 2022-09-30 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 118,302 8,515 7.76 31,589 108,827.59 2.2915
2022-11-10 2022-09-30 13F Berkshire Hathaway Cl B CL B 084670702 118,302 8,515 32 2.2915
2022-08-04 2022-06-30 13F Berkshire Hathaway Cl B CL B 084670702 109,787 -1,548 -1.39 30 -25.64 2.0833
2022-05-11 2022-03-31 13F Berkshire Hathaway Cl B CL B 084670702 111,335 6,431 6.13 39 25.81 2.1742
2022-03-28 2021-12-31 13F/A-1 Berkshire Hathaway Cl B CL B 084670702 104,904 14,670 16.26 31 -99.87 1.7225
2022-02-02 2021-12-31 13F Berkshire Hathaway Cl B CL B 084670702 104,904 14,670 31,366 1.7225
2021-11-02 2021-09-30 13F Berkshire Hathaway Cl B CL B 084670702 90,234 1,450 1.63 24,628 -0.19 1.5085
2021-08-09 2021-06-30 13F/A-1 Berkshire Hathaway Cl B CL B NEW 084670702 88,784 7,815 9.65 24,675 19.28 1.5196
2021-07-27 2021-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 69,760 -11,209 16,175 1.0109
2021-04-27 2021-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 80,969 11,209 16.07 20,685 27.88 1.2470
2021-02-01 2020-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 69,760 7,801 12.59 16,175 22.60 1.0109
2020-11-03 2020-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 61,959 -1,189 -1.88 13,194 17.04 1.7032
2020-07-17 2020-06-30 13F/A-1 Berkshire Hathaway Cl B CL B NEW 084670702 63,148 24,510 63.43 11,273 59.57 1.5770
2020-07-17 2020-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 1,273 -37,365 11,272 1,577,396.9871
2020-05-05 2020-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 38,638 9,879 34.35 7,064 8.46 1.2659
2020-02-04 2019-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 28,759 2,443 9.28 6,514 18.98 0.8603
2019-10-30 2019-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 26,316 3,330 14.49 5,474 11.74 0.8067
2019-08-05 2019-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 22,986 1,444 6.70 4,900 13.22 0.7511
2019-05-06 2019-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 21,542 3,573 19.88 4,328 17.97 0.7111
2019-01-26 2018-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 17,969 411 2.34 3,668 -2.42 0.7167
2018-11-14 2018-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 17,558 730 4.34 3,759 19.64 0.7362
2018-07-19 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,828 425 2.59 3,142 -3.94 1.1749
2018-05-10 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,403 754 4.82 3,271 5.35 1.3581
2018-02-02 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,649 1,558 11.06 3,105 20.40 1.3284
2017-11-07 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,091 547 4.04 2,579 12.37 1.2976
2017-07-27 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,544 543 4.18 2,295 5.66 1.1880
2017-05-10 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,001 809 6.64 2,172 9.31 1.1709
2017-01-27 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,192 229 1.91 1,987 15.12 1.2987
2016-10-28 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,963 250 2.13 1,726 2.01 1.1954
2016-08-04 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,713 2,396 25.72 1,692 28.08 1.1426
2016-05-02 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,317 651 7.51 1,321 15.47 1.0354
2016-02-02 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,666 -203 -2.29 1,144 -1.12 0.9640
2015-10-22 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,869 280 3.26 1,157 -0.86 0.9945
2015-08-06 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,589 0 0.00 1,167 -5.81 0.9687
2015-05-06 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,589 660 8.32 1,239 4.03 1.0222
2015-02-10 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,929 1,925 32.06 1,191 43.67 1.0637
2014-11-13 2014-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,004 0 0.00 829 8.94 0.8617
2014-11-07 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,004 829
2014-08-06 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,004 0 0.00 761 1.60 0.8153
2014-05-05 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,004 0 0.00 749 5.20 0.8665
2014-02-07 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,004 6,004 712 0.8971
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.