Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership13,225 shares
Latest Disclosed Value $ 6,337,420
Donaldson Capital Management, Llc reports 9.50% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 13,225 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $6,337,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,614 shares of Berkshire Hathaway Inc.. This represents a change in shares of -9.50% 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)
2026-04-30 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,225 -1,389 -9.50 6,337 -13.72 0.2051
2026-01-14 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,614 -1,874 -11.37 7,346 -11.39 0.2336
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,488 -9,010 -35.34 8,289 -33.08 0.2624
2025-08-07 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,498 115 0.45 12,386 -8.37 0.4547
2025-04-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,383 2,403 10.46 13,518 29.78 0.5107
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,980 1,018 4.64 10,416 3.05 0.3976
2024-10-29 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,962 514 2.40 10,108 15.85 0.3884
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,448 801 3.88 8,725 0.50 0.3661
2024-04-22 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,647 906 4.59 8,683 23.32 0.3613
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,741 2,348 13.50 7,041 15.56 0.3156
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,393 156 0.91 6,093 3.66 0.2870
2023-07-17 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,237 -448 -2.53 5,878 7.64 0.2679
2023-04-13 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,685 305 1.75 5,461 1.71 0.2580
2023-02-08 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,380 -514 -2.87 5,369 12.35 0.2618
2022-10-13 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,894 1,724 10.66 4,778 8.22 0.2622
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,170 5,932 57.94 4,415 22.20 0.2272
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,238 976 10.54 3,613 30.48 0.1646
2022-01-21 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,262 1,658 21.80 2,769 33.45 0.1217
2021-11-04 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,604 895 13.34 2,075 11.26 0.1047
2021-07-28 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,709 208 3.20 1,865 12.28 0.0954
2021-05-05 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,501 670 11.49 1,661 22.86 0.0913
2021-01-11 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,831 -256 -4.21 1,352 4.32 0.0800
2020-11-05 2020-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,087 -801 -11.63 1,296 2.94 0.0876
2020-11-02 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,087 6,087 1,296 87,628.5523
2020-04-16 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,888 680 10.95 1,259 -10.46 0.1099
2020-01-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,208 -209 -3.26 1,406 2.78 0.0950
2019-08-12 2019-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 6,417 827 14.79 1,368 21.82 0.1134
2019-04-01 2019-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,590 -1,003 -15.21 1,123 -16.57 0.0999
2019-02-08 2018-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 6,593 -631 -8.73 1,346 -12.99 0.1372
2018-11-06 2018-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 7,224 800 12.45 1,547 29.02 0.1349
2018-08-07 2018-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 6,424 -14 -0.22 1,199 -6.62 0.1169
2018-04-30 2018-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 6,438 55 0.86 1,284 1.50 0.1263
2018-01-30 2017-12-31 13F/A-1 BERKSHIRE HATHAWAY INC CL B COM 084670702 6,383 1,104 20.91 1,265 30.68 0.1233
2017-11-08 2017-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,279 11 0.21 968 8.52 0.1016
2017-08-03 2017-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,268 596 12.76 892 14.51 0.1011
2017-05-10 2017-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,672 -37 -0.79 779 1.56 0.0905
2017-02-13 2016-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,709 -207 -4.21 767 8.03 0.0943
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,916 57 1.17 710 0.85 0.0940
2016-08-15 2016-06-30 13F BERKSHIRE HATHAWAY INC CL COM 084670702 4,859 0 0.00 704 2.18 0.0976
2016-05-12 2016-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,859 -62 -1.26 689 6.00 0.0992
2016-02-11 2015-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,921 -480 -8.89 650 -7.67 0.0950
2015-11-13 2015-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,401 0 0.00 704 -4.22 0.1050
2015-08-14 2015-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,401 150 2.86 735 -3.03 0.1045
2015-05-15 2015-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,251 -91 -1.70 758 -5.49 0.1067
2015-02-13 2014-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,342 468 9.60 802 19.17 0.1199
2014-11-14 2014-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,874 -209 -4.11 673 4.67 0.1065
2014-08-13 2014-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 5,083 897 21.43 643 22.94 0.1031
2014-05-14 2014-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,186 0 0.00 523 5.44 0.0946
2014-02-21 2013-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,186 -225 -5.10 496 -1.00 0.0959
2013-11-13 2013-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,411 -100 -2.22 501 -0.79 0.1060
2013-08-13 2013-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,511 -200 -4.25 505 2.85 0.1142
2013-06-18 2013-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,711 250 5.60 491 22.75 0.1109
2013-06-21 2012-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,461 -269 -5.69 400 -4.08 0.1131
2013-06-21 2012-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 4,730 -2,045 -30.18 417 -26.19 0.1227
2013-06-21 2012-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 6,775 -2,875 -29.79 565 -27.84 0.1809
2013-06-26 2012-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 9,650 -7,205 -42.75 783 -39.11 0.2447
2013-06-26 2011-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 16,855 -1,020 -5.71 1,286 1.26 0.4585
2013-06-26 2011-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 17,875 -1,725 -8.80 1,270 -16.28 0.5461
2013-06-27 2011-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 19,600 -400 -2.00 1,517 -9.32 0.5292
2013-06-27 2011-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 20,000 25 0.13 1,673 4.56 0.5965
2013-06-27 2010-12-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 19,975 -1,975 -9.00 1,600 -11.85 0.6213
2013-06-27 2010-09-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 21,950 -1,450 -6.20 1,815 -2.68 0.7636
2013-06-27 2010-06-30 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 23,400 350 1.52 1,865 -0.43 0.9265
2013-06-27 2010-03-31 13F BERKSHIRE HATHAWAY INC CL B COM 084670702 23,050 23,050 1,873 0.8303
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.