Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionShoreHaven Wealth Partners, LLC
Latest Disclosed Ownership3,140 shares
Latest Disclosed Value $ 1,504,663
ShoreHaven Wealth Partners, LLC reports 0.13% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - ShoreHaven Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 3,140 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,504,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,144 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.13% 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)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,140 -4 -0.13 1,505 -4.81 0.5404
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,144 5 0.16 1,581 0.13 0.5678
2025-10-23 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,139 92 3.02 1,579 6.62 0.5833
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,047 0 0.00 1,481 -8.81 0.6066
2025-05-06 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,047 832 37.56 1,623 61.65 0.7775
2025-01-30 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,215 -300 -11.93 1,004 -13.22 0.4744
2024-10-24 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,515 -81 -3.12 1,158 9.56 0.5584
2024-07-24 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,596 -272 -9.48 1,056 -12.44 0.5549
2024-05-02 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,868 245 9.34 1,206 28.98 0.6639
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,623 0 0.00 936 1.85 0.5693
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,623 -190 -6.75 919 -4.28 0.6321
2023-07-19 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,813 0 0.00 959 10.48 0.6417
2023-04-14 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,813 -6 -0.21 869 -0.23 0.6094
2023-01-24 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,819 0 0.00 871 15.69 0.6138
2022-11-09 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,819 0 0.00 752 -2.21 0.5742
2022-08-01 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,819 0 0.00 769 -22.64 0.5521
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,819 562 24.90 994 47.48 0.5246
2022-01-21 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,257 0 0.00 674 9.42 0.3339
2021-10-28 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,257 0 0.00 616 -1.75 0.3209
2021-11-18 2021-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,257 0 0.00 627 8.67 0.3370
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,257 0 627 0.3397
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 2,257 0 0.00 577 10.33 0.3126
2021-02-10 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 2,257 2,257 523 0.2927
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.