Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership31,014 shares
Latest Disclosed Value $ 14,861,810
Wealthcare Advisory Partners LLC reports 4.65% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 31,014 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $14,861,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7 shares of Berkshire Hathaway Inc.. This represents a change in shares of -4.65% 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)
2026-04-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,014 -1,514 -4.65 14,862 -9.11 0.2890
2026-01-14 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,528 6,762 26.24 16,350 26.23 0.3212
2025-11-07 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,766 80 0.31 12,953 3.82 0.2698
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,686 550 2.19 12,478 -6.79 0.2847
2025-04-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,136 -34 -0.14 13,387 17.33 0.3591
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,170 -538 -2.09 11,409 -3.58 0.3168
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,708 4,952 23.86 11,832 40.14 0.3371
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,756 1,308 6.73 8,444 3.24 0.2638
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,448 1,909 10.88 8,178 30.74 0.2682
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,539 579 3.41 6,255 5.29 0.2487
2023-10-12 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,960 -29 -0.17 5,941 2.55 0.2729
2023-07-17 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,989 -3,035 -15.16 5,793 -6.29 0.2591
2023-05-04 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,024 -688 -3.32 6,183 -3.36 0.2657
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 20,712 1,999 10.68 6,398 28.02 0.3057
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 18,713 770 4.29 4,997 2.00 0.2851
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 17,943 4,657 35.05 4,899 4.48 0.2964
2022-04-15 2022-03-31 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 13,286 -339 -2.49 4,689 15.10 0.2848
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 13,625 -5,231 -27.74 4,074 -20.85 0.2436
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC CLASS B Equity 084670702 18,856 1,504 8.67 5,147 6.72 0.3365
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 17,352 1,615 10.26 4,823 19.98 0.3228
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 15,737 1,976 14.36 4,020 25.98 0.2912
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC CLASS B COMMON 084670702 13,761 1,330 10.70 3,191 20.55 0.2834
2020-10-29 2020-09-30 13F BERKSHIRE HATHAWAY CL B COMMON 084670702 12,431 1,479 13.50 2,647 35.40 0.2903
2020-07-29 2020-06-30 13F BERKSHIRE HATHAWAY CL B COMMON 084670702 10,952 3,298 43.09 1,955 39.74 0.2437
2020-04-29 2020-03-31 13F BERKSHIRE HATHAWAY CL B COMMON 084670702 7,654 -1,882 -19.74 1,399 -35.23 0.2051
2020-01-29 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 9,536 211 2.26 2,160 11.34 0.2746
2019-10-16 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 9,325 283 3.13 1,940 0.67 0.2815
2019-07-30 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 9,042 1,317 17.05 1,927 24.16 0.3053
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 7,725 -476 -5.80 1,552 -7.29 0.2647
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 8,201 2,641 47.50 1,674 40.67 0.3248
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 5,560 905 19.44 1,190 36.94 0.2185
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 4,655 752 19.27 869 11.55 0.1703
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 3,903 662 20.43 779 21.34 0.1760
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 3,241 1,123 53.02 642 65.46 0.1651
2017-11-15 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 2,118 2,118 388 0.1153
2017-04-11 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 0 -175 -100.00 0 -100.00
2017-01-11 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON 084670702 175 175 29 0.0172
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.