Berkshire Hathaway Inc.
DE ˙ XTRA
424,90 € ↑16,80 (4,12%)
2026-06-05
DEL PRIS
SecurityDE:BRYN / Berkshire Hathaway Inc.
InstitutionApella Capital, LLC
Latest Disclosed Ownership42,139 shares
Latest Disclosed Value $ 19,998,330
Apella Capital, LLC reports 44.11% increase in ownership of BRYN / Berkshire Hathaway Inc.

On April 20, 2026 - Apella Capital, LLC filed a 13F-HR form disclosing ownership of 42,139 shares of Berkshire Hathaway Inc. (DE:BRYN) valued at $17,443,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 29,240 shares of Berkshire Hathaway Inc.. This represents a change in shares of 44.11% during the quarter. The current value of the position is $17,904,861 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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,139 12,899 44.11 19,998 36.07 0.2968
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,240 1,399 5.02 14,697 7.99 0.2904
2025-10-17 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,841 2,596 10.28 13,609 12.78 0.3029
2025-07-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,245 7,426 41.67 12,068 29.88 0.3271
2025-04-10 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,819 1,649 10.20 9,291 26.77 0.3189
2025-01-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,170 -144 -0.88 7,330 -1.62 0.2812
2024-10-03 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,314 551 3.50 7,450 15.13 0.3062
2024-07-10 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,763 3,740 31.11 6,471 29.81 0.2893
2024-04-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,023 129 1.08 4,986 15.26 0.2515
2024-01-05 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,894 84 0.71 4,326 4.54 0.2410
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,810 188 1.62 4,137 4.39 0.2924
2023-07-06 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,622 1,236 11.90 3,963 23.53 0.2822
2023-01-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,386 -122 -1.16 3,208 14.33 0.2924
2022-10-11 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,508 -17 -0.16 2,806 -2.37 0.3265
2022-07-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,525 438 4.34 2,874 -19.27 0.3431
2022-04-11 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,087 1,245 14.08 3,560 34.64 0.5014
2022-01-13 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,842 -155 -1.72 2,644 7.65 0.3372
2022-01-18 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,997 0 0.00 2,456 -1.76 0.3531
2021-10-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,010 13 2,505 0.4810
2022-01-18 2021-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,997 552 6.54 2,500 15.90 0.4107
2021-07-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,014 569 2,505 0.5836
2021-04-15 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,445 0 0.00 2,157 10.16 0.6800
2021-02-18 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,445 107 1.28 1,958 10.31 0.6870
2020-10-22 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,338 0 0.00 1,775 19.29 0.7130
2020-07-20 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,338 -1,005 -10.76 1,488 -12.88 0.6934
2020-05-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,343 9,343 1,708 0.9973
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.