Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership128,877 shares
Latest Disclosed Value $ 61,757,685
Independent Advisor Alliance reports 1.50% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 128,877 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $61,757,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 126,978 shares of Berkshire Hathaway Inc.. This represents a change in shares of 1.50% 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)
2026-05-12 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 128,877 1,899 1.50 61,758 -3.24 0.6627
2026-02-04 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 126,978 1,724 1.38 63,825 1.36 1.5501
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 125,254 4,075 3.36 62,970 6.98 1.6363
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,179 24,116 24.85 58,865 13.87 1.6973
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,063 3,930 4.22 51,694 22.45 1.7072
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 93,133 13,032 16.27 42,215 14.51 0.5591
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80,101 -2,066 -2.51 36,867 10.30 1.3418
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,167 4,970 6.44 33,425 2.97 1.1447
2024-05-08 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,197 3,882 5.29 32,463 24.15 1.1718
2024-02-08 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,315 2,713 3.84 26,148 5.73 0.9419
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,602 -9,677 -12.05 24,732 -9.66 1.1186
2023-07-28 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80,279 -1,645 -2.01 27,375 8.22 1.2061
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,924 262 0.32 25,296 612.94 1.2195
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,662 -141 -0.17 3,548 -83.76 0.1219
2022-11-04 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,803 -1,479 -1.78 21,843 -3.94 1.2738
2022-08-04 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 83,282 6,035 7.81 22,738 -16.59 1.2696
2022-05-06 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,247 1,783 2.36 27,262 20.83 1.3123
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75,464 4,993 7.09 22,563 17.31 1.1130
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,471 3,479 5.19 19,234 3.31 1.0694
2021-08-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,992 255 0.38 18,618 9.20 1.0202
2021-05-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,737 3,485 5.51 17,049 16.25 1.0111
2021-02-11 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,252 1,492 2.42 14,666 11.52 0.9953
2020-11-04 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,760 -6,076 -8.96 13,151 8.61 0.9980
2020-08-06 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,836 6,264 10.17 12,109 7.57 1.2956
2020-05-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,572 6,069 10.93 11,257 -10.46 1.6378
2020-02-07 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,503 1,860 3.47 12,572 12.36 0.5485
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 53,643 2,453 4.79 11,189 6.78 1.3665
2019-08-12 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,190 6,175 13.72 10,479 15.88 1.5164
2019-05-07 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 45,015 18,158 67.61 9,043 64.90 1.2716
2019-02-12 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,857 7,478 38.59 5,484 33.53 0.9709
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,379 1,961 11.26 4,107 27.71 0.7395
2018-08-08 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,418 -3,147 -15.30 3,216 -19.82 0.6691
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,565 1,118 5.75 4,011 1.72 0.8940
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,447 4,123 26.91 3,943 37.24 0.8808
2017-11-15 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,324 -88 -0.57 2,873 9.49 0.7897
2017-08-14 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,412 387 2.58 2,624 5.30 0.8357
2017-05-09 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,025 3,000 24.95 2,492 29.32 0.3949
2017-05-19 2016-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,025 12,025 1,927 0.8261
2017-02-15 2016-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 12,025 1,927 0.7504
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.