Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership5,457 shares
Latest Disclosed Value $ 2,614,904
Liberty Wealth Management Llc reports 2.88% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 5,457 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,614,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,304 shares of Berkshire Hathaway Inc.. This represents a change in shares of 2.88% 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.

Upgrade to unlock premium data and export to Excel .

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 CL B NEW 084670702 5,457 153 2.88 2,615 -1.91 0.3267
2026-02-04 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 5,304 6 0.11 2,666 -0.07 0.3441
2025-10-31 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 5,298 -239 -4.32 2,668 -0.82 0.3756
2025-08-01 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 5,537 -196,424 -97.26 2,689 -7.15 0.4216
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 201,961 196,048 3,315.54 2,897 8.06 0.5308
2025-02-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 5,913 -25 -0.42 2,680 -1.94 0.4467
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,938 -29,060 -83.03 2,733 136,550.00 0.4643
2024-08-07 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,998 29,521 539.00 2 0.00 0.4009
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,477 -63 -1.14 2 100.00 0.4495
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 5,540 31 0.56 2 0.00 0.4236
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY COM 084670702 5,509 0 0.00 2 -99.95 0.4804
2023-08-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,509 104 1.92 1,879 12.59 0.4641
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,405 -931 -14.69 1,669 -1.36 0.3444
2022-11-15 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,336 268 4.42 1,691 2.11 0.4510
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,068 635 11.69 1,656 -13.62 0.6717
2022-05-09 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,433 1,917 19.66 0.6919
2022-02-15 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,602 14.92 0.0695
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,106 -146 -2.78 1,394 -4.52 0.4973
2021-08-13 2021-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,252 76 1.47 1,460 23.10 0.5677
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,459,636 1,454,460 5,252 0.1602
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC COM CLASS B CL B NEW 084670702 5,176 0 0.00 1,186 0.00 0.5792
2021-02-09 2020-12-31 13F BERKSHIRE HATHAWAY INC COM CLASS B CL B NEW 084670702 5,176 450 9.52 1,186 17.89 0.5804
2020-11-05 2020-09-30 13F BERKSHIRE HATHAWAY INC COM USD0 0033 CLASS B CL B NEW 084670702 4,726 138 3.01 1,006 22.83 0.5930
2020-08-04 2020-06-30 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,588 -42 -0.91 819 -3.31 0.5763
2020-04-27 2020-03-31 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,630 -4 -0.09 847 -19.33 0.7399
2020-02-05 2019-12-31 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,634 80 1.76 1,050 10.88 0.8274
2019-10-30 2019-09-30 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,554 -223 -4.67 947 -6.97 0.8960
2019-07-30 2019-06-30 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,777 690 16.88 1,018 24.00 0.8927
2019-04-18 2019-03-31 13F BERKSHIRE HATHAWAY INC COM CL B NEW 084670702 4,087 119 3.00 821 1.36 0.6183
2019-03-26 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,968 3,968 810 0.6040
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.