Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership94,282 shares
Latest Disclosed Value $ 45,180,125
Integrated Wealth Concepts LLC reports 57.32% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 94,282 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $45,180,125 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 59,929 shares of Berkshire Hathaway Inc.. This represents a change in shares of 57.32% 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)
2026-05-15 2026-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 94,282 34,353 57.32 45,180 49.99 0.3604
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 59,929 -42,793 -41.66 30,123 -41.67 0.3579
2025-11-14 2025-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 102,722 2,710 2.71 51,642 6.30 0.4618
2025-08-14 2025-06-30 13F Berkshire Hathaway Inc Class B Common Stock 084670702 100,012 13,786 15.99 48,583 5.79 0.4874
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 86,226 5,924 7.38 45,922 26.16 0.5355
2025-02-14 2024-12-31 13F Berkshire Hathaway Inc Class B Common Stock 084670702 80,302 15,879 24.65 36,399 22.76 0.4229
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 64,423 903 1.42 29,651 14.75 0.3614
2024-08-14 2024-06-30 13F Berkshire Hathaway Inc Class B Common Stock 084670702 63,520 3,769 6.31 25,840 2.84 0.3530
2024-05-15 2024-03-31 13F Berkshire Hathaway Inc Class B Common Stock 084670702 59,751 2,665 4.67 25,126 23.41 0.3640
2024-02-13 2023-12-31 13F Berkshire Hathaway Inc Class B Common Stock 084670702 57,086 -1,066 -1.83 20,360 -0.05 0.3335
2023-11-15 2023-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 58,152 1,665 2.95 20,371 5.75 0.3593
2023-08-15 2023-06-30 13F Berkshire Hathaway Inc Class B Common Stock 084670702 56,487 6,874 13.86 19,262 128,313.33 0.3301
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 49,613 22,703 84.37 15 87.50 0.3158
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL Common Stock 084670702 26,910 2,003 8.04 8 -99.88 0.2259
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 24,907 -2,113 -7.82 6,651 -9.84 0.2125
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 27,020 -143 -0.53 7,377 -23.04 0.2297
2022-05-12 2022-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 27,163 1,922 7.61 9,586 27.02 0.2930
2022-02-15 2021-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 25,241 -63 -0.25 7,547 9.28 0.2244
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 25,304 3,401 15.53 6,906 13.45 0.2247
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 21,903 2,411 12.37 6,087 22.23 0.2157
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 19,492 1,188 6.49 4,980 17.34 0.2045
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 18,304 743 4.23 4,244 13.51 0.2008
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 17,561 1,704 10.75 3,739 32.07 0.2305
2020-07-30 2020-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 15,857 4,197 35.99 2,831 32.79 0.2037
2020-05-18 2020-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 11,660 -1,472 -11.21 2,132 -28.31 0.1969
2020-02-20 2019-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 13,132 842 6.85 2,974 16.31 0.2509
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 12,290 -856 -6.51 2,557 -3.65 0.2876
2019-08-15 2019-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 13,146 4,396 50.24 2,654 50.97 0.3476
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 8,750 699 8.68 1,758 6.93 0.2976
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 8,051 643 8.68 1,644 3.33 0.4466
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 7,408 807 12.23 1,591 28.31 0.4807
2018-07-26 2018-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 6,601 -71 -1.06 1,240 -4.69 0.4233
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 6,672 850 14.60 1,301 10.25 0.5216
2018-05-15 2017-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 5,822 5,822 1,180 0.5048
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.