Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership25,945 shares
Latest Disclosed Value $ 12,433,039
Stratos Wealth Advisors, LLC reports 0.55% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 25,945 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $12,433,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 25,803 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.55% 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)
2026-04-28 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,945 142 0.55 12,433 -4.14 0.7631
2026-01-20 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,803 281 1.10 12,970 1.08 0.6263
2025-11-06 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,522 1,516 6.32 12,831 10.03 0.6167
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,006 -1,066 -4.25 11,662 -12.67 0.6152
2025-04-30 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,072 -1,908 -7.07 13,353 9.19 0.7294
2025-01-27 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,980 -2,987 -9.97 12,230 -11.34 0.5850
2024-10-17 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,967 1,795 6.37 13,793 20.36 0.6324
2024-07-24 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,172 8,415 42.59 11,461 37.94 0.5667
2024-04-16 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,757 -952 -4.60 8,309 12.48 0.4924
2024-01-24 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,709 824 4.14 7,386 6.04 0.4252
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,885 3,449 20.98 6,966 24.29 0.4595
2023-07-18 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,436 325 2.02 5,605 12.67 0.3972
2023-04-27 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,111 -1,327 -7.61 4,975 -7.65 0.3829
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,438 1,257 7.77 5,387 24.65 0.4490
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,181 -811 -4.77 4,321 -6.85 0.4544
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,992 -275 -1.59 4,639 -23.88 0.4208
2022-04-26 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,267 -3,053 -15.02 6,094 0.30 0.4948
2022-01-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,320 461 2.32 6,076 12.10 0.4374
2021-10-19 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,859 -199 -0.99 5,420 -2.78 0.4630
2021-07-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,058 -279 -1.37 5,575 7.31 0.4933
2021-04-27 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,337 2,255 12.47 5,195 23.90 0.5515
2021-01-29 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,082 1,401 8.40 4,193 18.05 0.5781
2020-10-29 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,681 583 3.62 3,552 23.59 0.8652
2020-07-28 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,098 8,170 103.05 2,874 98.34 0.8811
2020-05-04 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,928 2,343 41.95 1,449 14.55 1.0264
2020-01-29 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,585 -830 -12.94 1,265 -5.17 0.7175
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,415 1,094 20.56 1,334 17.64 0.5104
2019-08-06 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,321 316 6.31 1,134 12.84 0.4523
2019-05-07 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,005 80 1.62 1,005 -0.10 0.5432
2019-02-12 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,925 4,925 1,006 0.6712
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.