Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionInstrumental Wealth, Llc
Latest Disclosed Ownership1,075 shares
Latest Disclosed Value $ 515,140
Instrumental Wealth, Llc reports 13.28% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 21, 2026 - Instrumental Wealth, Llc filed a 13F-HR form disclosing ownership of 1,075 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $515,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 27, 2026 disclosing 949 shares of Berkshire Hathaway Inc.. This represents a change in shares of 13.28% 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)
2026-04-21 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,075 126 13.28 515 7.97 0.3167
2026-02-27 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 949 98 11.52 477 17.20 0.2861
2025-10-31 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 851 63 7.99 407 10.00 0.2856
2025-07-16 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 788 -1 -0.13 370 -11.48 0.2946
2025-04-28 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 789 33 4.37 419 15.79 0.3795
2025-02-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 756 8 1.07 362 4.94 0.3424
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 748 30 4.18 344 10.61 0.3354
2024-07-26 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 718 29 4.21 311 11.87 0.3214
2024-05-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 689 81 13.32 278 21.93 0.1212
2024-01-25 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 608 608 229 0.2473
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.