Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCapital Advisors Inc/ok
Latest Disclosed Ownership112,691 shares
Latest Disclosed Value $ 54,001,564
Capital Advisors Inc/ok reports 24.48% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 27, 2026 - Capital Advisors Inc/ok filed a 13F-HR form disclosing ownership of 112,691 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $54,001,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 149,228 shares of Berkshire Hathaway Inc.. This represents a change in shares of -24.48% 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)
2026-04-27 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 112,691 -36,537 -24.48 54,002 -28.01 0.7464
2026-01-15 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 149,228 16 0.01 75,009 -0.01 1.1171
2025-10-21 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 149,212 327 0.22 75,015 3.72 1.2542
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 148,885 4,122 2.85 72,324 -6.19 1.2981
2025-04-29 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 144,763 4,424 3.15 77,098 21.20 1.5347
2025-01-29 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 140,339 10,370 7.98 63,613 6.34 1.2675
2024-10-28 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 129,969 18,869 16.98 59,820 32.36 1.1982
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 111,100 -45,428 -29.02 45,195 -31.34 0.9337
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 156,528 698 0.45 65,823 18.43 1.4122
2024-01-29 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 155,830 -1,998 -1.27 55,578 0.53 1.2441
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 157,828 2,508 1.61 55,287 4.39 1.4481
2023-07-18 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 155,320 4,936 3.28 52,964 14.07 1.3461
2023-04-19 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 150,384 3,053 2.07 46,434 2.03 1.2474
2023-01-17 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 147,331 10,691 7.82 45,510 22.15 1.2914
2022-10-17 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 136,640 2,916 2.18 37,258 2.05 1.1552
2022-07-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 133,724 616 0.46 36,509 -22.28 1.0947
2022-05-05 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 133,108 454 0.34 46,975 18.44 1.2877
2022-01-27 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,654 21,598 19.45 39,663 30.85 1.0623
2021-10-25 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 111,056 13,073 13.34 30,312 11.31 0.9009
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,983 7,154 7.88 27,231 17.35 0.8158
2021-05-25 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,829 80,163 751.58 23,204 838.29 0.7599
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,666 -282 -2.58 2,473 6.09 0.0882
2020-11-02 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,948 2,165 24.65 2,331 29.43 0.0944
2020-09-02 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,783 522 6.32 1,801 19.27 0.0749
2020-05-21 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,261 82 1.00 1,510 -18.51 0.0819
2020-02-04 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,179 463 6.00 1,853 12.64 0.0803
2019-11-18 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,716 0 0.00 1,645 0.00 0.0813
2019-08-07 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,716 3,111 67.56 1,645 77.84 0.0813
2019-05-10 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,605 -35 -0.75 925 -2.32 0.0990
2019-02-06 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,640 975 26.60 947 20.64 0.0615
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,665 125 3.53 785 18.76 0.0467
2018-08-06 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,540 -1,456 -29.14 661 -33.70 0.0398
2018-05-04 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,996 406 8.85 997 9.56 0.0598
2018-01-29 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,590 -1,100 -19.33 910 -12.75 0.0533
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,690 95 1.70 1,043 10.02 0.0639
2017-08-09 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,595 390 7.49 948 9.22 0.0591
2017-04-27 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,205 -140 -2.62 868 -0.34 0.0568
2017-02-13 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,345 119 2.28 871 15.36 0.0607
2016-11-02 2016-09-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 5,226 -100 -1.88 755 -2.08 0.1129
2016-08-09 2016-06-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 5,326 0 0.00 771 2.12 0.1194
2016-05-03 2016-03-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 5,326 450 9.23 756 17.42 0.1237
2016-02-19 2015-12-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 4,876 360 7.97 644 9.35 0.1128
2015-11-04 2015-09-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 4,516 -40 -0.88 589 -5.16 0.1061
2015-08-10 2015-06-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 4,556 540 13.45 620 7.08 0.1064
2015-05-11 2015-03-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 4,016 -20 -0.50 580 -4.46 0.0713
2015-02-11 2014-12-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 4,036 125 3.20 606 12.22 0.1122
2014-10-27 2014-09-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,911 51 1.32 540 10.66 0.1106
2014-08-06 2014-06-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,860 0 0.00 489 1.24 0.0946
2014-05-12 2014-03-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,860 20 0.52 482 5.93 0.1048
2014-02-07 2013-12-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,840 0 0.00 455 4.60 0.1002
2013-11-06 2013-09-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,840 0 0.00 436 1.40 0.1044
2013-07-16 2013-06-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 3,840 3,840 430 0.1159
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.