Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAureus Asset Management, LLC
Latest Disclosed Ownership7,536 shares
Latest Disclosed Value $ 3,611,256
Aureus Asset Management, LLC reports 9.65% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Aureus Asset Management, LLC filed a 13F-HR form disclosing ownership of 7,536 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,611,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,873 shares of Berkshire Hathaway Inc.. This represents a change in shares of 9.65% 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)
2026-05-13 2026-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 7,536 663 9.65 3,611 4.55 0.2405
2026-02-17 2025-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,873 -61 -0.88 3,455 -0.92 0.2201
2025-11-17 2025-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,934 3 0.04 3,486 3.57 0.2270
2025-08-14 2025-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,931 233 3.48 3,367 -5.63 0.2154
2025-05-15 2025-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,698 0 0.00 3,567 17.49 0.2499
2025-02-14 2024-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,698 270 4.20 3,036 2.64 0.1962
2024-11-14 2024-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,428 0 0.00 2,959 13.16 0.1935
2024-08-13 2024-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,428 -125 -1.91 2,615 -5.12 0.1828
2024-05-13 2024-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,553 401 6.52 2,756 25.57 0.1881
2024-02-14 2023-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,152 793 14.80 2,194 16.89 0.1605
2023-11-13 2023-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 5,359 -75 -1.38 1,877 1.35 0.1508
2023-08-11 2023-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 5,434 0 0.00 1,853 10.44 0.1389
2023-05-12 2023-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 5,434 -50 -0.91 1,678 -1.00 0.1327
2023-02-14 2022-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 5,484 259 4.96 1,694 21.43 0.1463
2022-11-14 2022-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 5,225 -1,013 -16.24 1,395 -18.09 0.1215
2022-08-15 2022-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,238 20 0.32 1,703 -22.38 0.1374
2022-05-12 2022-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,218 17 0.27 2,194 18.34 0.1458
2022-02-14 2021-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,201 5 0.08 1,854 9.64 0.1145
2021-11-12 2021-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,196 -484 -7.25 1,691 -8.94 0.1112
2021-08-16 2021-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,680 -550 -7.61 1,857 0.54 0.1193
2021-05-14 2021-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 7,230 -914 -11.22 1,847 -2.17 0.1433
2021-02-16 2020-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 8,144 -1,702 -17.29 1,888 -9.97 0.1591
2020-11-13 2020-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 9,846 -752 -7.10 2,097 10.84 0.1984
2020-08-11 2020-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 10,598 -20 -0.19 1,892 -2.52 0.2063
2020-05-14 2020-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 10,618 62 0.59 1,941 -18.82 0.2692
2020-02-12 2019-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 10,556 215 2.08 2,391 11.16 0.2671
2019-11-12 2019-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 10,341 -200 -1.90 2,151 -4.27 0.2677
2019-08-14 2019-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 10,541 -1,250 -10.60 2,247 -5.15 0.2767
2019-05-13 2019-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 11,791 -292 -2.42 2,369 -3.97 0.3138
2019-02-13 2018-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 12,083 100 0.83 2,467 -3.86 0.3878
2018-11-14 2018-09-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 11,983 -200 -1.64 2,566 12.84 0.3263
2018-08-13 2018-06-30 13F Berkshire Hathaway Inc. Class B Stock 084670702 12,183 5,738 89.03 2,274 76.83 0.3125
2018-05-15 2018-03-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,445 -532 -7.63 1,286 -7.01 0.1932
2018-02-14 2017-12-31 13F Berkshire Hathaway Inc. Class B Stock 084670702 6,977 0 0.00 1,383 8.13 0.2141
2017-11-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 6,977 0 0.00 1,279 8.21 0.2023
2017-08-14 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 6,977 -1,380 -16.51 1,182 -13.34 0.1988
2017-05-12 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 8,357 -282 -3.26 1,364 -3.12 0.2367
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 8,639 125 1.47 1,408 14.47 0.2759
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 8,514 -1,378 -13.93 1,230 -14.11 0.2461
2016-08-15 2016-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 9,892 3,342 51.02 1,432 54.14 0.3083
2016-08-15 2016-06-30 13F BLACKSTONE GROUP LP RESTRICTED UNITS COM 084670702 411,325 10,094
2016-05-13 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 6,550 -3,550 -35.15 929 -30.36 0.2030
2016-02-16 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 10,100 -68 -0.67 1,334 0.60 0.2995
2015-11-13 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 10,168 -1,202 -10.57 1,326 -14.34 0.3298
2015-08-12 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 11,370 1,900 20.06 1,548 13.24 0.3254
2015-05-13 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 9,470 270 2.93 1,367 -1.01 0.3143
2015-02-12 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,200 0 0.00 1,381 8.65 0.3358
2014-11-14 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,200 0 0.00 1,271 9.19 0.3189
2014-08-08 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,200 0 0.00 1,164 1.22 0.2910
2014-05-06 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,200 2,000 27.78 1,150 34.66 0.2954
2014-01-13 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 7,200 2,600 56.52 854 63.60 0.2313
2013-11-14 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 4,600 0 0.00 522 1.36 0.1785
2013-08-08 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 4,600 4,600 515 0.1843
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.