Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWellspring Financial Advisors, LLC
Latest Disclosed Ownership7,483 shares
Latest Disclosed Value $ 3,585,854
Wellspring Financial Advisors, LLC reports 76.44% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 15, 2026 - Wellspring Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 7,483 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,585,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,241 shares of Berkshire Hathaway Inc.. This represents a change in shares of 76.44% 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)
2026-05-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 7,483 3,242 76.44 3,586 68.23 0.2689
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 4,241 672 18.83 2,132 18.78 0.1686
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 4,241 2,132
2025-11-13 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,569 -127 -3.44 1,794 -0.06 0.1648
2025-08-13 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,696 463 14.32 1,795 4.30 0.1803
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,233 50 1.57 1,722 19.35 0.1916
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,183 63 2.02 1,443 0.42 0.1507
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,120 -70 -2.19 1,436 10.72 0.1713
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,190 65 2.08 1,298 -1.29 0.1765
2024-05-01 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 3,125 364 13.18 1,314 33.54 0.2076
2024-02-13 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,761 583 26.77 985 29.13 0.2450
2023-11-14 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,178 0 0.00 763 2.70 0.2230
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,178 0 0.00 743 10.42 0.2101
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,178 -395 -15.35 673 -15.37 0.1996
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,573 450 21.20 795 40.04 0.2644
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,123 89 4.38 567 2.16 0.2094
2022-08-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,034 -11 -0.54 555 -23.13 0.1933
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,045 0 0.00 722 18.17 0.2127
2022-01-03 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,045 0 0.00 611 9.50 0.1702
2021-11-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,045 0 0.00 558 -1.76 0.1681
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,045 87 4.44 568 58.66 0.1786
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 1,958 -146 -6.94 358 -26.64 0.1727
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,104 -18 -0.85 488 7.96 0.1703
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,122 109 5.41 452 25.91 0.1771
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2,013 55 2.81 359 0.28 0.1482
2020-05-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 1,958 1,958 358 0.1727
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.