Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionBarton Investment Management
Latest Disclosed Ownership10,255 shares
Latest Disclosed Value $ 4,914,196
Barton Investment Management reports 2.01% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Barton Investment Management filed a 13F-HR form disclosing ownership of 10,255 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,914,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 10,465 shares of Berkshire Hathaway Inc.. This represents a change in shares of -2.01% 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.

Upgrade to unlock premium data and export to Excel .

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 CL B CLB 084670207 10,255 -210 -2.01 4,914 -6.58 0.6163
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC Cl B Cl B 084670207 10,465 15 0.14 5,260 0.13 0.5668
2025-10-21 2025-09-30 13F BERKSHIRE HATHAWAY INC CL B CL B 084670207 10,450 0 0.00 5,254 3.49 0.5351
2025-07-21 2025-06-30 13F BERKSHIRE HATHAWAY Cl B COM 084670207 10,450 0 0.00 5,076 -8.79 0.5260
2025-04-11 2025-03-31 13F BERKSHIRE HATHAWAY Cl B CL B 084670207 10,450 0 0.00 5,565 17.50 0.6837
2025-01-27 2024-12-31 13F Berkshire Hathaway Cl B COM 084670207 10,450 -275 -2.56 4,737 -4.05 0.5024
2024-10-17 2024-09-30 13F Berkshire Hathaway Cl B COM 084670207 10,725 0 0.00 4,936 13.16 0.6173
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,725 -15 -0.14 4,363 -3.41 0.5804
2024-04-26 2024-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,740 0 0.00 4,516 17.91 0.5480
2024-01-24 2023-12-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670207 10,740 0 0.00 3,831 1.81 0.5023
2024-01-23 2023-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,740 0 3,831 0.6184
2023-10-16 2023-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,740 0 0.00 3,762 2.73 0.6075
2023-07-24 2023-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,740 0 0.00 3,662 10.43 0.5500
2023-04-18 2023-03-31 13F BERSHIRE HATHAWAY Cl B COM 084670207 10,740 -30 -0.28 3,316 -0.30 0.5833
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670207 10,770 0 0.00 3,327 15.65 0.6540
2022-10-20 2022-09-30 13F Berkshire Hathaway Cl B COM 084670207 10,770 0 0.00 2,876 -2.18 0.5850
2022-07-15 2022-06-30 13F Berkshire Hathaway Cl B COM 084670207 10,770 0 0.00 2,940 -22.65 0.5942
2022-04-20 2022-03-31 13F Berkshire Hathaway Cl B COM 084670207 10,770 0 0.00 3,801 18.04 0.4815
2022-01-18 2021-12-31 13F Berkshire Hathaway Cl B COM 084670207 10,770 -30 -0.28 3,220 9.23 0.2797
2021-10-18 2021-09-30 13F Berkshire Hathaway Cl B COM 084670207 10,800 10,691 9,808.26 2,948 -2.38 0.2467
2021-07-26 2021-06-30 13F Berkshire Hathaway Cl B COM 084670207 109 -10,761 -99.00 3,020 8.75 0.2479
2021-04-16 2021-03-31 13F Berkshire Hathaway Cl B COM 084670207 10,870 -70 -0.64 2,777 9.46 0.2586
2021-01-13 2020-12-31 13F Berkshire Hathaway Cl B COM 084670207 10,940 -40 -0.36 2,537 8.51 0.2178
2020-10-19 2020-09-30 13F Berkshire Hathaway Cl B COM 084670207 10,980 -2,097 -16.04 2,338 0.17 0.2246
2020-08-17 2020-06-30 13F Berkshire Hathaway Cl B COM 084670207 13,077 -2,700 -17.11 2,334 -19.10 0.2374
2020-04-30 2020-03-31 13F Berkshire Hathaway Cl B COM 084670207 15,777 50 0.32 2,885 -19.01 0.4473
2020-01-22 2019-12-31 13F Berkshire Hathaway Cl B COM 084670207 15,727 0 0.00 3,562 8.86 0.5533
2019-10-16 2019-09-30 13F Berkshire Hathaway Cl B COM 084670207 15,727 0 0.00 3,272 -2.42 0.5484
2019-07-18 2019-06-30 13F Berkshire Hathaway Cl B COM 084670207 15,727 0 0.00 3,353 6.14 0.5011
2019-04-24 2019-03-31 13F Berkshire Hathaway Cl B COM 084670207 15,727 0 0.00 3,159 -1.62 0.5273
2019-01-22 2018-12-31 13F/A-1 Berkshire Hathaway Cl B COM 084670207 15,727 1,000 6.79 3,211 1.84 0.6414
2019-01-16 2018-12-31 13F Berkshire Hathaway Cl B COM 084670207 15,727 1,000 3,211
2018-10-23 2018-09-30 13F Berkshire Hathaway Cl B COM 084670207 14,727 200 1.38 3,153 16.30 0.4879
2018-07-18 2018-06-30 13F Berkshire Hathaway Cl B COM 084670207 14,527 0 0.00 2,711 -6.45 0.4386
2018-04-18 2018-03-31 13F/A-1 Berkshire Hathaway Cl B Equities 084670207 14,527 102 0.71 2,898 1.36 0.5344
2018-04-17 2018-03-31 13F Berkshire Hathaway Cl B COM 084670207 1,800 -12,625 359
2018-01-18 2017-12-31 13F Berkshire Hathaway Cl B COM 084670207 14,425 610 4.42 2,859 12.87 0.6276
2017-10-30 2017-09-30 13F Berkshire Hathaway Cl B COM 084670207 13,815 0 0.00 2,533 8.25 0.6005
2017-07-25 2017-06-30 13F Berkshire Hathaway Cl B COM 084670207 13,815 0 0.00 2,340 1.65 0.6175
2017-04-26 2017-03-31 13F Berkshire Hathaway Cl B COM 084670207 13,815 0 0.00 2,302 2.27 0.6694
2017-01-24 2016-12-31 13F Berkshire Hathaway Cl B COM 084670207 13,815 3,000 27.74 2,251 44.11 0.7487
2016-11-08 2016-09-30 13F Berkshire Hathaway Cl B Com 084670207 10,815 5,863 118.40 1,562 117.85 0.5259
2016-08-03 2016-06-30 13F Berkshire Hathaway Cl B Equities 084670207 4,952 1,092 28.29 717 31.08 0.2609
2016-04-28 2016-03-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 547 7.25 0.1500
2016-02-08 2015-12-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 510 1.39 0.1673
2015-11-06 2015-09-30 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 503 -4.19 0.1827
2015-08-18 2015-06-30 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 525 -5.75 0.1858
2015-05-07 2015-03-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 557 -3.97 0.2053
2015-02-06 2014-12-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 580 8.82 0.2221
2014-11-14 2014-09-30 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 533 9.00 0.2039
2014-08-11 2014-06-30 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 489 1.45 0.1912
2014-05-08 2014-03-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 0 0.00 482 5.24 0.1972
2014-02-11 2013-12-31 13F Berkshire Hathaway Cl B COM 084670207 3,860 -500 -11.47 458 -7.47 0.1834
2013-11-07 2013-09-30 13F Berkshire Hathaway Cl B COM 084670207 4,360 0 0.00 495 1.43 0.2238
2013-08-09 2013-06-30 13F Berkshire Hathaway Cl B COM 084670207 4,360 4,360 488 0.2524
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.