Form 13-F position report

BERKSHIRE HATHWY INC(HLDG CO)B

Reported by Blue Zone Wealth Advisors LLC

BRK-B CUSIP 084670702 Manager CIK 0001803106

Reported 7,458 shares, down 5 (0.1%) from the prior quarter.

Reported value -0.1%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value 1.23% This manager · Q1 2023
Shares 7,458 Quarter-end amount reported
Reported value $2,302,807 Fair value at quarter end
Consecutive quarters held 11 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 2451000
2022-03-31 2890000
2022-06-30 2189000
2022-09-30 2010000
2022-12-31 2305321
2023-03-31 2302807
2023-06-30 2566025
2023-09-30 4894041
2023-12-31 5090608
2024-03-31 6009651
2024-06-30 6082067
2024-09-30 7023568
2024-12-31 7031733
2025-03-31 8291738
2025-06-30 7491059
2025-09-30 8506361
2025-12-31 8702379
2026-03-31 8241282
2026-06-30 8361517
2026-09-30 8248044

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for BERKSHIRE HATHWY INC(HLDG CO)B held by Blue Zone Wealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 16,564 -146 (-0.9%) 1.3% $8,248,044 2026-10-19
Q2 2026 Reduced 16,710 -488 (-2.8%) 1.46% $8,361,517 2026-07-14
Q1 2026 Reduced 17,198 -115 (-0.7%) 1.68% $8,241,282 2026-04-16
Q4 2025 Added 17,313 +393 (2.3%) 1.66% $8,702,379 2026-01-21
Q3 2025 Added 16,920 +1,499 (9.7%) 1.7% $8,506,361 2025-10-15
Q2 2025 Reduced 15,421 -148 (-1.0%) 1.87% $7,491,059 2025-07-24
Q1 2025 Added 15,569 +56 (0.4%) 2.3% $8,291,738 2025-04-11
Q4 2024 Added 15,513 +253 (1.7%) 2.03% $7,031,733 2025-01-30
Q3 2024 Added 15,260 +309 (2.1%) 2.19% $7,023,568 2024-10-07
Q2 2024 Added 14,951 +660 (4.6%) 2.1% $6,082,067 2024-07-12
Q1 2024 Added 14,291 +18 (0.1%) 2.07% $6,009,651 2024-04-18
Q4 2023 Added 14,273 +302 (2.2%) 2.03% $5,090,608 2024-01-10
Q3 2023 Added 13,971 +6,446 (85.7%) 2.15% $4,894,041 2023-10-13
Q2 2023 Added 7,525 +67 (0.9%) 1.18% $2,566,025 2023-07-24
Q1 2023 Reduced 7,458 -5 (-0.1%) 1.23% $2,302,807 2023-04-21
Q4 2022 Reduced 7,463 -63 (-0.8%) 1.23% $2,305,321 2023-01-27
Q3 2022 Reduced 7,526 -492 (-6.1%) 1.04% $2,010,000 2022-10-14
Q2 2022 Reduced 8,018 -172 (-2.1%) 0.99% $2,189,000 2022-07-13
Q1 2022 Reduced 8,190 -6 (-0.1%) 1.08% $2,890,000 2022-04-08
Q4 2021 Added 8,196 +136 (1.7%) 0.81% $2,451,000 2022-01-24
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3645 managers reported BERKSHIRE HATHWY INC(HLDG CO)B for Q1 2023.

Managers reporting BERKSHIRE HATHWY INC(HLDG CO)B in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 142,798,530 +4,555,840 1.12% $44,091,902,108 40 qtrs
BlackRock Inc Reduced 103,594,097 -975,950 0.94% $31,986,749,181 40 qtrs
STATE STREET CORPORATION Reduced 68,025,600 -3,942,994 1.19% $21,004,226,118 30 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 31,849,381 +553,693 1.27% $9,812,376,775 40 qtrs
MORGAN STANLEY Reduced 21,887,102 -397,779 0.72% $6,758,081,292 40 qtrs
BILL & MELINDA GATES FOUNDATION TRUST Reduced 19,689,845 -5,000,000 16.67% $6,079,633,441 40 qtrs
NORTHERN TRUST CORPORATION Reduced 16,895,876 -112,622 1.03% $5,216,939,633 40 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 13,868,978 -451,327 0.94% $4,282,324,440 40 qtrs
FMR LLC Added 11,618,317 +339,508 0.33% $3,587,387,440 40 qtrs
Bank of America Corporation Added 11,340,011 +1,185,565 0.36% $3,501,455,179 40 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
April 21, 2023
Filing type
13F-HR
Position type
CL B NEW

Voting authority reported

Sole
7,458
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.