Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionProVise Management Group, LLC
Latest Disclosed Ownership69,618 shares
Latest Disclosed Value $ 33,360,946
ProVise Management Group, LLC reports 0.18% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - ProVise Management Group, LLC filed a 13F-HR form disclosing ownership of 69,618 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $33,360,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 69,493 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.18% 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)
2026-05-06 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,618 125 0.18 33,361 -4.49 2.3992
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,493 1,322 1.94 34,931 1.92 2.4865
2025-11-13 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 68,171 3,004 4.61 34,272 8.26 2.5263
2025-08-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,167 -652 -0.99 31,656 -9.69 2.5004
2025-05-08 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,819 761 1.17 35,054 18.87 2.9746
2025-02-11 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,058 -823 -1.25 29,489 -2.75 2.5280
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,881 2,122 3.33 30,322 16.91 2.4024
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,759 2,059 3.34 25,937 -0.03 2.2076
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,700 485 0.79 25,946 18.84 2.2462
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,215 1,406 2.35 21,833 4.21 1.8508
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,809 2,458 4.29 20,951 7.13 1.9477
2023-08-24 2023-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 57,351 5,582 10.78 19,557 22.35 1.7728
2023-08-03 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,769 0 15,985 1.5098
2023-05-08 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,769 5,907 12.88 15,985 12.83 1.5283
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 45,862 5,817 14.53 14,167 32.48 1.4341
2022-11-09 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,045 4,698 13.29 10,693 10.81 1.1943
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,347 4,731 15.45 9,650 -10.69 1.0293
2022-04-27 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,616 568 1.89 10,805 20.28 1.0201
2022-01-18 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,048 211 0.71 8,983 10.30 0.8139
2021-10-20 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,837 65 0.22 8,144 -1.57 0.8057
2021-08-06 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,772 -571 -1.88 8,274 6.73 0.8441
2021-04-22 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,343 -173 -0.57 7,752 9.55 0.8354
2021-01-19 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,516 347 1.15 7,076 10.15 0.8169
2020-10-26 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,169 1,335 4.63 6,424 24.81 0.8594
2020-08-07 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,834 -445 -1.52 5,147 -3.85 0.7388
2020-05-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,279 -1,645 -5.32 5,353 -23.57 0.8976
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,924 -895 -2.81 7,004 5.82 0.8617
2019-11-13 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,819 -316 -0.98 6,619 -3.37 0.8776
2019-08-09 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,135 1,126 3.63 6,850 9.97 0.9172
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,009 -770 -2.42 6,229 -4.01 0.8743
2019-02-13 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,779 -1,326 -4.01 6,489 -8.45 1.0256
2018-11-05 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,105 63 0.19 7,088 14.93 0.9329
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,042 -350 -1.05 6,167 -7.42 0.4645
2018-05-09 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,392 -1,572 -4.50 6,661 -3.90 0.9812
2018-02-07 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,964 -217 -0.62 6,931 7.47 0.9943
2017-11-08 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,181 27 0.08 6,449 8.33 0.9359
2017-08-07 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,154 -64 -0.18 5,953 1.41 0.9033
2017-05-10 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,218 300 0.86 5,870 3.15 0.9424
2017-02-08 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,918 -1,213 -3.36 5,691 9.02 0.9679
2016-11-07 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,131 615 1.73 5,220 1.52 0.9047
2016-08-02 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,516 35,516 5,142 0.9460
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.