Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership21,123 shares
Latest Disclosed Value $ 10,122,297
Avidian Wealth Solutions, LLC reports 4.93% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 21,123 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $10,122,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 20,131 shares of Berkshire Hathaway Inc.. This represents a change in shares of 4.93% 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)
2026-05-07 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,123 992 4.93 10,122 0.04 0.3202
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,131 1,251 6.63 10,119 6.61 0.3682
2025-10-30 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,880 1,435 8.23 9,492 12.00 0.3575
2025-07-30 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,445 1,480 9.27 8,474 -0.33 0.3444
2025-04-25 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,965 234 1.49 8,503 19.24 0.3785
2025-01-29 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,731 1,316 9.13 7,131 7.48 0.3203
2024-10-30 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,415 -276 -1.88 6,635 11.01 0.3012
2024-08-06 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,691 1,706 13.14 5,976 9.45 0.2481
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,985 884 7.31 5,460 26.54 0.2649
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,101 -78 -0.64 4,316 1.15 0.2655
2023-10-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,179 -2,198 -15.29 4,266 -12.97 0.3005
2023-08-03 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,377 -5,448 -27.48 4,903 -19.92 0.3210
2023-05-08 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,825 1,048 5.58 6,121 5.53 0.3358
2023-02-06 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,777 1,864 11.02 5,800 28.43 0.3777
2022-11-03 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,913 3,501 26.10 4,516 23.32 0.3263
2022-07-29 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,412 97 0.73 3,662 -22.07 0.2592
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,315 1,704 14.68 4,699 35.34 0.2878
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,611 -507 -4.18 3,472 4.99 0.2161
2021-11-10 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,118 738 6.49 3,307 4.55 0.2519
2021-08-09 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,380 1,811 18.93 3,163 29.37 0.2427
2021-05-05 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,569 -298 -3.02 2,445 6.86 0.2083
2021-02-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,867 3,593 57.27 2,288 71.26 0.2169
2021-02-03 2020-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,274 182 2.99 1,336 22.91 0.1514
2020-11-06 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,274 182 1,336 309,449.8001
2020-08-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,092 574 10.40 1,087 7.73 0.1466
2020-04-22 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,518 2,144 63.54 1,009 32.07 0.1619
2020-02-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,374 136 4.20 764 13.35 0.1086
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,238 153 4.96 674 2.43 0.1110
2019-08-14 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,085 64 2.12 658 8.40 0.1556
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,021 409 15.66 607 13.88 0.1349
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,612 275 11.77 533 6.60 0.1861
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,337 -415 -15.08 500 -2.72 0.1564
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,752 30 1.10 514 -5.34 0.1622
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,722 1,220 81.23 543 82.21 0.1820
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,502 25 1.69 298 9.96 0.0797
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,477 0 0.00 271 8.40 0.1033
2017-08-14 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,477 0 0.00 250 1.63 0.1039
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,477 -104 -6.58 246 -4.65 0.0943
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,581 65 4.29 258 17.81 0.1124
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,516 -250 -14.16 219 -14.45 0.0888
2016-08-15 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,766 0 0.00 256 1.99 0.0932
2016-05-16 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,766 -111 -5.91 251 1.21 0.1347
2016-02-12 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,877 0 0.00 248 1.22 0.1211
2015-11-16 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,877 0 0.00 245 -3.92 0.1531
2015-08-14 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,877 1,877 255 0.1064
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.