Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership2,945 shares
Latest Disclosed Value $ 1,411,244
Inspirion Wealth Advisors, Llc reports 1.11% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 2,945 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,411,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,978 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.11% 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)
2026-04-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,945 -33 -1.11 1,411 -5.68 0.1757
2026-01-09 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,978 -288 -8.82 1,497 -0.47 0.1833
2025-10-06 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,266 252 8.36 1,503 2.66 0.2104
2025-07-09 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,014 -50 -1.63 1,464 -10.24 0.1938
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,064 -2 -0.07 1,632 17.51 0.2267
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,066 -200 -6.12 1,389 -7.65 0.1940
2024-10-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,266 0 0.00 1,503 13.18 0.2102
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,266 40 1.24 1,329 -2.06 0.2032
2024-04-12 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,226 -276 -7.88 1,357 6.86 0.2242
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,502 4 0.11 1,269 3.59 0.2288
2023-10-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,498 165 4.95 1,225 7.83 0.2390
2023-07-20 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,333 50 1.52 1,137 12.14 0.2178
2023-04-07 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,283 15 0.46 1,014 0.40 0.2033
2023-01-18 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,268 -40 -1.21 1,009 14.27 0.2139
2022-10-19 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,308 18 0.55 883 -1.67 0.1991
2022-07-27 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,290 -300 -8.36 898 -29.12 0.1971
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,590 300 9.12 1,267 28.76 0.2594
2022-01-21 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,290 166 5.31 984 15.36 0.2074
2021-10-08 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,124 -75 -2.34 853 -4.05 0.1962
2021-07-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,199 0 0.00 889 8.81 0.2191
2021-04-15 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,199 0 0.00 817 10.11 0.2166
2021-01-22 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,199 -56 -1.72 742 7.07 0.2089
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,255 0 0.00 693 19.28 0.2381
2020-07-09 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,255 300 10.15 581 7.59 0.2281
2020-04-23 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,955 -354 -10.70 540 -27.90 0.2665
2020-01-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,309 94 2.92 749 11.96 0.2528
2019-10-22 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,215 0 0.00 669 -2.34 0.2930
2019-07-15 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,215 -28 -0.86 685 5.22 0.2958
2019-04-16 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,243 -33 -1.01 651 -2.69 0.2883
2019-01-22 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,276 0 0.00 669 -4.56 0.3340
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,276 44 1.36 701 16.25 0.2973
2018-07-19 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,232 0 0.00 603 -6.51 0.2840
2018-04-18 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,232 0 0.00 645 0.62 0.3152
2018-01-16 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,232 37 1.16 641 9.39 0.3113
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,195 0 0.00 586 8.32 0.2972
2017-07-19 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,195 -320 -9.10 541 -7.68 0.2937
2017-05-09 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,515 280 8.66 586 11.20 0.3315
2017-01-31 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,235 50 1.57 527 14.57 0.3342
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 460 -0.22 0.2983
2016-08-02 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 461 1.99 0.3013
2016-04-27 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 452 7.36 0.3168
2016-01-13 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 421 1.45 0.3089
2015-10-21 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 415 -4.38 0.3278
2015-08-07 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 434 -5.65 0.3210
2015-06-02 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 0 0.00 460 -3.77 0.3703
2015-02-13 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,185 3,185 478 0.4431
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.