Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAffinity Capital Advisors, LLC
Latest Disclosed Ownership2,710 shares
Latest Disclosed Value $ 1,298,632
Affinity Capital Advisors, LLC reports 6.00% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 13, 2026 - Affinity Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,710 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,298,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,883 shares of Berkshire Hathaway Inc.. This represents a change in shares of -6.00% during the quarter.

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)
2026-04-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,710 -173 -6.00 1,299 -10.42 0.1821
2026-01-09 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,883 303 11.74 1,449 13.29 0.2006
2025-10-09 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,580 0 0.00 1,279 2.08 0.1966
2025-07-09 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,580 0 0.00 1,253 -7.32 0.2156
2025-04-17 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,580 6 0.23 1,352 16.05 0.2681
2025-01-14 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,574 0 0.00 1,166 -1.60 0.2193
2024-10-07 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,574 150 6.19 1,185 20.08 0.2295
2024-08-14 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,424 0 0.00 986 -3.24 0.2071
2024-04-12 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,424 0 0.00 1,019 17.94 0.2272
2024-01-11 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,424 -350 -12.62 865 -11.02 0.2108
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,774 0 0.00 972 2.75 0.2667
2023-07-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,774 -63 -2.22 946 8.00 0.2563
2023-04-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,837 0 0.00 876 -0.11 0.2726
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,837 -50 -1.73 876 13.62 0.3004
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,887 100 3.59 771 1.31 0.2697
2022-07-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,787 -38 -1.35 761 -23.67 0.2591
2022-04-19 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,825 -450 -13.74 997 1.84 0.3118
2022-01-31 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,275 0 0.00 979 9.51 0.2956
2021-10-28 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,275 -320 -8.90 894 -10.51 0.2997
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,595 -70 -1.91 999 6.73 0.3386
2021-04-19 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,665 129 3.65 936 14.15 0.3431
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,536 -15 -0.42 820 8.47 0.3332
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,551 2,126 149.19 756 197.64 0.4278
2020-07-16 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,425 -44 -3.00 254 -9.61 0.1661
2020-04-23 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,469 101 7.38 281 -9.35 0.2054
2020-04-23 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,368 1,368 310 0.2040
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.