Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionTranscend Wealth Collective, Llc
Latest Disclosed Ownership87,307 shares
Latest Disclosed Value $ 41,837,646
Transcend Wealth Collective, Llc reports 1.01% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Transcend Wealth Collective, Llc filed a 13F-HR form disclosing ownership of 87,307 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $41,837,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 86,431 shares of Berkshire Hathaway Inc.. This represents a change in shares of 1.01% 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 Stock 084670702 87,307 876 1.01 41,838 -3.70 3.3363
2026-01-23 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 86,431 -168 -0.19 43,445 -0.21 3.3560
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 86,599 7,332 9.25 43,537 13.07 3.0600
2025-08-01 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 79,267 11,176 16.41 38,505 6.18 2.9751
2025-04-24 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 68,091 44,649 190.47 36,264 241.31 2.6014
2025-02-03 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 23,442 -1,459 -5.86 10,626 -7.29 0.7668
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 24,901 -685 -2.68 11,461 10.12 0.7680
2024-07-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 25,586 3,859 17.76 10,409 13.92 0.7548
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,727 184 0.85 9,137 18.91 0.7330
2024-02-05 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,543 82 0.38 7,684 2.21 0.6821
2023-10-31 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,461 -505 -2.30 7,518 0.36 0.7329
2023-07-13 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,966 472 2.20 7,490 12.87 0.7143
2023-04-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,494 -10 -0.05 6,637 -0.09 0.6928
2023-01-20 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,504 -383 -1.75 6,643 13.66 0.7218
2022-10-17 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,887 723 3.42 5,844 1.14 0.6466
2022-07-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,164 -131 -0.62 5,778 -23.11 0.6014
2022-04-20 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 21,295 527 2.54 7,515 21.01 0.6721
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 20,768 270 1.32 6,210 4.16 0.5485
2021-11-04 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 20,498 -410 -1.96 5,962 2.49 0.5344
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY CL BNEW 084670702 20,908 8 0.04 5,817 8.89 0.8364
2021-05-12 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,900 -937 -4.29 5,342 5.51 0.6423
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,837 -1,449 -6.22 5,063 2.10 0.6652
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY STOK 084670702 23,286 1,792 8.34 4,959 29.24 0.9022
2020-08-05 2020-06-30 13F BERKSHIRE HATHAWAY STOK 084670702 21,494 -5,831 -21.34 3,837 -22.91 1.2484
2020-05-08 2020-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 27,325 19,858 265.94 4,977 194.32 1.4923
2020-02-19 2019-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 7,467 7,467 1,691 0.4554
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.