Berkshire Hathaway Inc.
DE ˙ XTRA
424,90 € ↑16,80 (4,12%)
2026-06-05
DEL PRIS
SecurityDE:BRYN / Berkshire Hathaway Inc.
InstitutionLakeridge Wealth Management LLC
Latest Disclosed Ownership3,306 shares
Latest Disclosed Value $ 1,584,384
Lakeridge Wealth Management LLC reports 2.68% decrease in ownership of BRYN / Berkshire Hathaway Inc.

On April 8, 2026 - Lakeridge Wealth Management LLC filed a 13F-HR form disclosing ownership of 3,306 shares of Berkshire Hathaway Inc. (DE:BRYN) valued at $1,368,519 USD as of March 31, 2026. The current value of the position is $1,404,719 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)
2026-04-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,306 -91 -2.68 1,584 -7.21 0.6812
2026-01-07 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,397 99 3.00 1,708 2.96 0.7762
2025-10-17 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,298 45 1.38 1,658 4.94 0.7370
2025-08-07 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,253 -77 -2.31 1,580 -10.89 0.7266
2025-04-16 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,330 210 6.73 1,774 25.39 0.8869
2025-01-30 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,120 10 0.32 1,414 -1.19 0.7307
2024-10-07 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,110 -12 -0.38 1,431 12.68 0.7868
2024-08-01 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,122 -169 -5.14 1,270 -8.24 0.7635
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,291 -174 -5.02 1,384 12.06 0.8972
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,465 3,465 1,236 0.8937
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.