Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership1,233 shares
Latest Disclosed Value $ 590,854
Stony Point Wealth Management Inc. reports 6.16% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,233 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $590,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,314 shares of Berkshire Hathaway Inc.. This represents a change in shares of -6.16% 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,233 -81 -6.16 591 -10.61 0.2347
2026-02-17 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,314 51 4.04 660 4.10 0.2471
2025-10-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,263 150 13.48 635 17.41 0.2565
2025-07-09 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,113 123 12.42 541 2.47 0.2298
2025-04-11 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 990 32 3.34 527 21.43 0.2244
2025-01-21 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 958 -74 -7.17 434 -8.44 0.1721
2024-10-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,032 28 2.79 475 16.18 0.2001
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,004 24 2.45 408 -0.97 0.1772
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 980 -175 -15.15 412 0.24 0.1792
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,155 -115 -9.06 412 -6.16 0.1907
2023-10-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,270 -30 -2.31 439 -1.13 0.2283
2023-07-20 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,300 -285 -17.98 443 -9.41 0.2209
2023-04-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,585 -155 -8.91 489 -8.94 0.2541
2023-01-31 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,740 -10 -0.57 537 14.99 0.2971
2022-10-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,750 -90 -4.89 467 -6.97 0.3460
2022-08-03 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,840 25 1.38 502 -21.68 0.3278
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,815 410 29.18 641 52.62 0.3379
2022-02-02 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,405 0 0.00 420 9.66 0.2225
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,405 270 23.79 383 21.59 0.2302
2021-07-29 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,135 50 4.61 315 13.72 0.2042
2021-04-27 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,085 -3 -0.28 277 9.92 0.1957
2021-01-19 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,088 -47 -4.14 252 4.13 0.1831
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,135 -30 -2.58 242 1.68 0.1915
2019-01-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,165 88 8.17 238 3.03 0.2241
2018-10-19 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,077 -28 -2.53 231 12.14 0.1809
2018-07-23 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,105 -15 -1.34 206 -8.04 0.1674
2018-04-12 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,120 45 4.19 224 5.16 0.1874
2018-02-20 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,075 1,075 213 0.1822
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.