Berkshire Hathaway Inc.
US ˙ NYSE

SecurityBRK.B / Berkshire Hathaway Inc.
InstitutionSpire Wealth Management
Latest Disclosed Ownership22,229 shares
Latest Disclosed Value $ 10,652,092
Spire Wealth Management reports 3.76% decrease in ownership of BRK.B / Berkshire Hathaway Inc.

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 22,229 shares of Berkshire Hathaway Inc. (US:BRK.B) valued at $10,652,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.76% during the quarter. The current value of the position is $10,567,000 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)
2026-04-22 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,229 -869 -3.76 10,652 -8.25 0.2296
2026-01-14 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,098 -4,330 -15.79 11,610 -15.80 0.3888
2025-10-23 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,428 -2,595 -8.64 13,789 -5.45 0.4693
2025-08-04 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,023 -9,404 -23.85 14,584 -30.54 0.5238
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,427 3,425 9.51 20,998 28.67 0.6722
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,002 -2,634 -6.82 16,319 -8.23 0.5068
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,636 4,285 12.47 17,783 27.26 0.5995
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,351 -5,384 -13.55 13,974 -16.37 0.4931
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,735 -4,070 -9.29 16,709 3.94 0.3033
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,805 3,829 9.58 16,076 14.80 0.5311
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,976 3,804 10.52 14,004 13.53 0.5331
2023-08-09 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,172 657 1.85 12,335 12.49 0.4554
2023-05-09 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,515 -4,717 -11.72 10,966 91,275.00 0.4270
2023-02-03 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,232 1,826 4.75 12 -99.88 0.6992
2022-11-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,406 -27,405 -41.64 10,255 -42.93 0.6228
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,811 21,900 49.87 17,968 15.95 0.7403
2022-04-18 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,911 -14,980 -25.44 15,497 -11.99 0.4149
2022-01-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,891 16,494 38.90 17,609 52.17 0.3907
2021-10-22 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,397 -36 -0.08 11,572 -1.87 0.3066
2021-07-26 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,433 -85,238 -66.76 11,793 -63.70 0.3191
2021-05-21 2021-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 127,671 127,671 32,488 0.8643
2021-05-07 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5 5 1 0.0000
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.