Berkshire Hathaway Inc.
US ˙ NYSE ˙ US0846701086

SecurityBRK.A / Berkshire Hathaway Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership29 shares
Latest Disclosed Value $ 20,826,060
EP Wealth Advisors, Inc. reports 3.33% decrease in ownership of BRK.A / Berkshire Hathaway Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 29 shares of Berkshire Hathaway Inc. (US:BRK.A) valued at $20,826,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 237,648 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.33% during the quarter. The current value of the position is $21,272,950 USD.

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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 29 -1 -3.33 20,826 -8.03 0.1023
2026-02-18 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 30 1 3.45 22,644 7.14 0.1177
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 29 2 7.41 21,135 -1.96 0.1389
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 27 23 575.00 21,558 691.66 0.1722
2025-02-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 0 0.00 2,724 -1.48 0.0222
2024-11-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 0 0.00 2,765 12.91 0.0238
2024-08-19 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 0 0.00 2,449 -3.51 0.0260
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 0 0.00 2,538 16.91 0.0297
2024-02-28 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 0 0.00 2,170 2.12 0.0277
2023-11-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 4 2 100.00 2,126 2.61 0.0330
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 -1,513 -99.87 2,071 832.88 0.0299
2023-06-05 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,515 1,513 75,650.00 222 -76.31 0.0038
2023-06-12 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 2 937 0.0169
2022-12-02 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 0 -1 -100.00 0 -100.00
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 -1 -50.00 409 -61.34 0.0092
2022-05-20 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 1 100.00 1,058 134.59 0.0232
2022-02-17 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 451 9.73 0.0107
2021-11-23 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 411 -1.91 0.0113
2021-11-16 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 262,457 262,456 411 0.0113
2021-08-24 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 1 419 0.0116
2021-02-18 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 0 -1 -100.00 0 -100.00
2020-11-17 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 -699 -99.86 320 -86.70 0.0138
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 700 697 23,233.33 2,406 194.85 0.1027
2020-05-18 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 3 1 50.00 816 20.00 0.0399
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 2 -33.33 680 -16.67 0.0280
2019-05-17 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 0 -1 -100.00 0 -100.00
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 306 -4.37 0.0236
2018-11-15 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 320 13.48 0.0250
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 282 -5.69 0.0266
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 299 0.34 0.0289
2018-02-15 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 298 8.36 0.0314
2017-11-15 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 275 7.84 0.0318
2017-08-17 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 255 2.00 0.0313
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 0 0.00 250 2.46 0.0345
2017-02-15 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 1 -1 -50.00 244 -43.52 0.0357
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 0 0.00 432 -0.46 0.0675
2016-08-15 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 0 0.00 434 1.64 0.0692
2016-05-16 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 0 0.00 427 7.83 0.0655
2016-02-16 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 0 0.00 396 1.54 0.0666
2015-11-17 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL A 084670108 2 0 0.00 390 -4.65 0.0743
2015-08-14 2015-06-30 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 410 -5.98 0.0768
2015-05-15 2015-03-31 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 435 -3.76 0.0818
2015-02-17 2014-12-31 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 452 9.18 0.0745
2014-11-12 2014-09-30 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 414 8.95 0.0670
2014-07-25 2014-06-30 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 380 1.33 0.0883
2014-05-15 2014-03-31 13F BerkshireHathawayClA Common 084670108 2 0 0.00 375 5.34 0.1026
2014-02-14 2013-12-31 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 356 4.40 0.0923
2013-11-14 2013-09-30 13F Berkshire Hathaway Cl A Common 084670108 2 0 0.00 341 1.19 0.1071
2013-08-14 2013-06-30 13F Berkshire Hathaway Cl A Common 084670108 2 2 337 0.1216
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.