Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionEvanson Asset Management, LLC
Latest Disclosed Ownership18,703 shares
Latest Disclosed Value $ 8,962,398
Evanson Asset Management, LLC reports 7.79% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 8, 2026 - Evanson Asset Management, LLC filed a 13F-HR form disclosing ownership of 18,703 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,962,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2 shares of Berkshire Hathaway Inc.. This represents a change in shares of -7.79% 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)
2026-04-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,703 -1,581 -7.79 8,962 -12.09 0.4811
2026-01-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,284 -2,551 -11.17 10,196 -11.19 0.5501
2025-10-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,835 -1,376 -5.68 11,480 -2.39 0.6474
2025-07-15 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,211 3,014 14.22 11,761 4.17 0.7309
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,197 382 1.84 11,289 19.66 0.7999
2025-01-16 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,815 -276 -1.31 9,435 -2.81 0.6462
2024-10-07 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,091 -104 -0.49 9,707 12.58 0.6848
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,195 -323 -1.50 8,622 -4.71 0.6344
2024-04-12 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,518 131 0.61 9,049 18.63 0.6738
2024-01-18 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,387 -109 -0.51 7,628 1.29 0.6195
2023-10-19 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,496 -1,091 -4.83 7,530 -2.23 0.6934
2023-07-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,587 -629 -2.71 7,702 7.45 0.7023
2023-04-13 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,216 -9,871 -29.83 7,169 -29.86 0.7095
2023-01-26 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,087 585 1.80 10,221 17.76 1.0993
2023-01-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,123 -379 8,578 0.0010
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,502 -62 -0.19 8,679 -2.38 1.0192
2022-07-13 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,564 72 0.22 8,891 -22.46 0.9782
2022-04-11 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,492 266 0.83 11,467 19.00 1.1146
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,226 -1,244 -3.72 9,636 4.23 0.8575
2021-10-13 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,470 3,100 10.21 9,245 9.54 0.9495
2021-07-14 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,370 3,575 13.34 8,440 23.30 0.8780
2021-04-23 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,795 -715 -2.60 6,845 7.31 1.0111
2021-01-22 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,510 483 1.79 6,379 10.84 1.0149
2020-10-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,027 -5,021 -15.67 5,755 0.59 1.0403
2020-07-13 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,048 -6,742 -17.38 5,721 -19.33 1.1335
2020-04-24 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,790 3,821 10.93 7,092 -10.45 1.6909
2020-01-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,969 220 0.63 7,920 9.57 1.5565
2019-10-11 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,749 385 1.12 7,228 -1.32 1.4847
2019-07-11 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,364 -2,488 -6.75 7,325 -1.05 1.4794
2019-04-09 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,852 122 0.33 7,403 -1.29 1.5281
2019-01-17 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,730 1,106 3.10 7,500 -1.67 1.7131
2018-10-10 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,624 183 0.52 7,627 15.30 1.5500
2018-07-11 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,441 756 2.18 6,615 -4.39 1.3117
2018-04-05 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,685 1,090 3.24 6,919 3.90 1.4236
2018-02-05 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,595 -888 -2.58 6,659 5.35 1.3506
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,483 2,171 6.72 6,321 15.49 1.3516
2017-07-10 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,312 10,235 46.36 5,473 48.72 1.2598
2017-04-19 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,077 -313 -1.40 3,680 0.85 0.9086
2017-02-10 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,390 -2,406 -9.70 3,649 1.87 1.0151
2016-10-18 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,796 -1,683 -6.36 3,582 -6.57 1.0202
2016-07-19 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,479 -1,571 -5.60 3,834 -3.67 1.1594
2016-05-09 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,050 -986 -3.40 3,980 3.81 1.3620
2016-01-28 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,036 6,773 30.42 3,834 24.68 1.3980
2017-04-18 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,263 -2,500 -10.10 3,075 -1.88 1.2528
2017-04-18 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,763 750 3.12 3,134 4.43 1.2127
2017-04-18 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,013 1,880 8.49 3,001 14.37 1.3172
2017-04-14 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,133 22,133 2,624 1.1687
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.