Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership104,445 shares
Latest Disclosed Value $ 50,049,805
Jfs Wealth Advisors, Llc reports 1.68% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 104,445 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $50,049,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 19 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.68% 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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 104,445 -1,782 -1.68 50,050 -6.26 2.8002
2026-01-14 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 106,227 1,927 1.85 53,395 1.83 3.0081
2025-11-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 104,300 -888 -0.84 52,436 2.62 3.0677
2025-07-24 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 105,188 -692 -0.65 51,097 -9.39 3.2519
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 105,880 -654 -0.61 56,389 16.77 3.8170
2025-01-31 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 106,534 -1,013 -0.94 48,290 -2.44 3.2999
2024-10-25 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 107,547 17,961 20.05 49,500 35.83 3.3129
2024-07-15 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,586 -1,304 -1.43 36,444 -4.65 2.8740
2024-04-30 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,890 -830 -0.90 38,221 16.84 3.0344
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,720 -6,734 -6.84 32,713 -5.15 2.7803
2023-11-02 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 98,454 856 0.88 34,488 3.63 3.2544
2023-08-07 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,598 -580 -0.59 33,281 9.78 2.9935
2023-04-19 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 98,178 -1,881 -1.88 30,314 -1.92 2.8587
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,059 180 0.18 30,908 15.89 3.0245
2022-10-21 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 99,879 978 0.99 26,670 -1.23 2.9253
2022-08-02 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 98,901 2,236 2.31 27,002 -20.85 2.8511
2022-05-02 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,665 -1,093 -1.12 34,114 16.71 3.2200
2022-02-03 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,758 -1,101 -1.11 29,230 8.33 2.7560
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 98,859 1,439 1.48 26,983 -0.34 2.7695
2021-08-04 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,420 491 0.51 27,075 9.34 4.0423
2021-04-28 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,929 -4,378 -4.32 24,762 5.42 5.0511
2021-02-01 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 101,307 -778 -0.76 23,490 8.06 4.9313
2020-10-28 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,085 -769 -0.75 21,738 18.40 5.1684
2020-08-05 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,854 2,269 2.26 18,360 -0.16 4.7582
2020-04-29 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,585 -2,676 -2.59 18,390 -21.37 5.5138
2020-02-03 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 103,261 -1,542 -1.47 23,389 7.28 5.7592
2019-10-30 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 104,803 -2,348 -2.19 21,801 -4.55 5.5604
2019-08-06 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 107,151 -8,314 -7.20 22,841 -1.53 5.7813
2019-04-23 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 115,465 -1,363 -1.17 23,196 -2.76 6.0482
2019-01-26 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,828 -2,049 -1.72 23,854 -6.28 6.3893
2018-11-09 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118,877 -3,295 -2.70 25,453 11.62 6.5536
2018-07-25 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 122,172 926 0.76 22,803 -5.72 6.0037
2018-04-26 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,246 -4,348 -3.46 24,186 -2.85 6.3833
2018-01-30 2017-12-31 13F BERKSHIRE HATHAWAY INC D CL B NEW 084670702 125,594 -3,260 -2.53 24,895 5.39 6.0973
2017-10-20 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 128,854 -3,319 -2.51 23,622 5.52 6.1029
2017-07-28 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,173 -4,859 -3.55 22,386 0.24 6.1476
2017-04-24 2017-03-31 13F BERKSHIRE HATHAWAY INC DE CL B NEW 084670702 137,032 0 0.00 22,333 0.00 6.0479
2017-01-30 2016-12-31 13F BERKSHIRE HATHAWAY INC DE CL B NEW 084670702 137,032 -1,876 -1.35 22,333 11.29 6.0479
2016-10-26 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 138,908 222 0.16 20,068 -0.06 5.7352
2016-07-25 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 138,686 -5,175 -3.60 20,080 -1.62 19.3770
2016-04-25 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 143,861 493 0.34 20,411 7.82 6.0152
2016-02-03 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 143,368 750 0.53 18,930 1.79 5.4520
2015-10-27 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 142,618 86,004 151.91 18,597 141.33 8.1872
2015-07-31 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 56,614 -78,758 -58.18 7,706 -60.56 3.9558
2015-04-28 2015-03-31 13F BERKSHIRE HATHAWAY INC DE CL B NEW 084670702 135,372 -3,578 -2.58 19,537 -6.36 9.1630
2015-01-23 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 138,950 376 0.27 20,863 8.99 3.3148
2014-10-29 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 138,574 2,722 2.00 19,143 11.34 3.3461
2014-07-29 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,852 -354 -0.26 17,193 6.46 3.1473
2014-01-14 2013-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 136,206 -4,110 -2.93 16,149 1.39 7.0342
2013-10-10 2013-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 140,316 -10,536 -6.98 15,927 -99.91 7.4412
2013-07-17 2013-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 150,852 150,852 16,883,356 8.4738
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.