Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership17,100 shares
Latest Disclosed Value $ 8,194,320
Avantax Planning Partners, Inc. reports 17.35% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 17,100 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,194,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 14,572 shares of Berkshire Hathaway Inc.. This represents a change in shares of 17.35% 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)
2026-05-04 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,100 2,528 17.35 8,194 11.88 0.2250
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,572 435 3.08 7,325 3.05 0.2049
2025-10-31 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,137 -203 -1.42 7,107 2.04 0.2038
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,340 115 0.81 6,966 -8.05 0.2210
2025-04-29 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,225 -1,224 -7.92 7,576 8.18 0.2682
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,449 -718 -4.44 7,003 -5.90 0.2525
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,167 -2,184 -11.90 7,441 -0.32 0.2669
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,351 -423 -2.25 7,465 -5.43 0.2399
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,774 1,714 10.05 7,895 29.75 0.2557
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,060 93 0.55 6,085 2.37 0.2318
2023-11-06 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,967 1,790 11.79 5,944 14.84 0.2486
2023-07-18 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,177 -250 -1.62 5,175 8.65 0.2057
2023-04-21 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,427 148 0.97 4,763 0.93 0.1934
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,279 295 1.97 4,720 17.95 0.1873
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,984 -3,762 -20.07 4,001 -21.82 0.1802
2022-07-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,746 617 3.40 5,118 -20.01 0.2186
2022-05-09 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,129 1,505 9.05 6,398 28.71 0.2540
2022-01-28 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,624 103 0.62 4,971 10.25 0.2044
2021-10-27 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,521 1,143 7.43 4,509 5.50 0.2080
2021-08-10 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,378 -177 -1.14 4,274 7.55 0.2005
2021-05-06 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,555 -388 -2.43 3,974 7.49 0.2049
2021-02-04 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,943 -2,915 -15.46 3,697 -7.94 0.1902
2020-10-28 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,858 -1,173 -5.86 4,016 12.30 0.2122
2020-07-15 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,031 594 3.06 3,576 0.62 0.2020
2020-04-27 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,437 -2,693 -12.17 3,554 -29.09 0.2475
2020-01-15 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,130 -480 -2.12 5,012 6.57 0.2949
2019-11-08 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,610 -3,497 -13.39 4,703 -16.26 0.2888
2019-08-07 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,107 -253 -0.96 5,616 6.06 0.3633
2019-05-08 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,360 738 2.88 5,295 1.20 0.3676
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,622 1,308 5.38 5,232 0.50 0.3946
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,314 710 3.01 5,206 18.43 0.4168
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,604 59 0.25 4,396 -6.37 0.3927
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,545 75 0.32 4,695 0.92 0.4032
2018-02-09 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,470 -73,766 -75.86 4,652 -73.90 0.4259
2017-10-19 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,236 1,509 1.58 17,825 9.94 1.4048
2017-07-27 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,727 3,601 3.91 16,213 5.58 1.3660
2017-04-12 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,126 18,059 24.38 15,356 27.21 1.3725
2017-02-09 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74,067 74,067 12,071 1.2876
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.