Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionMadison Wealth Partners, Inc
Latest Disclosed Ownership6,370 shares
Latest Disclosed Value $ 3,052,626
Madison Wealth Partners, Inc reports 5.36% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 30, 2026 - Madison Wealth Partners, Inc filed a 13F-HR form disclosing ownership of 6,370 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,052,626 USD as of March 31, 2026.

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)
2026-04-30 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,370 324 5.36 3,053 0.46 0.4869
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,046 2,281 60.58 3,039 60.57 0.5544
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,765 -783 -17.22 1,893 -14.35 0.3743
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,548 144 3.27 2,209 -5.80 0.4822
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,404 87 2.02 2,345 19.89 0.5790
2025-02-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,317 700 19.35 1,957 17.55 0.5468
2024-10-24 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,617 300 9.04 1,665 23.35 0.4931
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,317 194 6.21 1,349 2.74 0.4629
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,123 -4 -0.13 1,313 17.76 0.4751
2024-02-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,127 146 4.90 1,115 6.80 0.4422
2023-11-01 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,981 122 4.27 1,044 7.19 0.5282
2023-07-20 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,859 -15 -0.52 975 9.81 0.4556
2023-04-20 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,874 -39 -1.34 887 -1.33 0.4475
2023-01-24 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,913 235 8.78 900 25.73 0.5251
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,678 102 3.96 715 1.71 0.4677
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,576 12 0.47 703 -22.32 0.4465
2022-05-02 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,564 49 1.95 905 20.35 0.5060
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,515 20 0.80 752 10.43 0.3780
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,495 18 0.73 681 -1.02 0.3841
2021-07-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,477 439 21.54 688 45.45 0.3939
2021-05-18 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,038 0 0.00 473 0.21 0.3327
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,038 2,038 472 0.3166
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.