Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHeritage Wealth Management, Inc. /CA/
Latest Disclosed Ownership1,131 shares
Latest Disclosed Value $ 541,975
Heritage Wealth Management, Inc. /CA/ reports 1.82% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 11, 2026 - Heritage Wealth Management, Inc. /CA/ filed a 13F-HR form disclosing ownership of 1,131 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $541,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,152 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.82% 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 1,131 -21 -1.82 542 -6.56 0.2948
2026-02-04 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,152 11 0.96 579 1.05 0.3679
2025-11-05 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,141 207 22.16 574 26.49 0.3843
2025-07-28 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 934 199 27.07 454 15.86 0.3026
2025-04-30 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 735 48 6.99 391 25.72 0.2944
2025-02-11 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 687 11 1.63 311 0.00 0.2241
2024-10-18 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 676 9 1.35 311 14.76 0.2206
2024-07-25 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 667 -6 -0.89 271 -4.24 0.1991
2024-05-06 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 673 8 1.20 283 19.41 0.2137
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 665 665 237 0.1897
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.