Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionFounders Financial Securities Llc
Latest Disclosed Ownership7,041 shares
Latest Disclosed Value $ 3,416,293
Founders Financial Securities Llc reports 9.05% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 17, 2026 - Founders Financial Securities Llc filed a 13F-HR/A form disclosing ownership of 7,041 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,416,293 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,742 shares of Berkshire Hathaway Inc.. This represents a change in shares of -9.05% 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)
2026-04-17 2026-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,041 -701 -9.05 3,416 -12.21 0.1928
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,742 1,663 27.36 3,892 27.32 0.2293
2025-10-15 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,079 -409 -6.30 3,056 -3.01 0.2079
2025-08-06 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,488 4 0.06 3,152 -8.45 0.2394
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,484 297 4.80 3,443 22.75 0.2918
2025-02-10 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,187 -7 -0.11 2,804 -1.61 0.2529
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,194 -806 -11.51 2,851 0.11 0.2630
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,000 1,010 16.86 2,848 13.07 0.2693
2024-04-17 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,990 13 0.22 2,519 18.16 0.2643
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,977 0 0.00 2,132 1.82 0.2366
2023-10-17 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,977 1,162 24.13 2,094 27.54 0.2713
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,815 86 1.82 1,642 12.40 0.2168
2023-05-04 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,729 -1,098 -18.84 1,460 -18.84 0.2106
2023-02-08 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,827 -220 -3.64 1,800 11.39 0.2831
2022-10-27 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,047 -87 -1.42 1,615 -3.58 0.2857
2022-07-27 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,134 -247 -3.87 1,675 -25.62 0.3275
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,381 133 2.13 2,252 20.56 0.3990
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,248 15 0.24 1,868 9.82 0.3359
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,233 -100 -1.58 1,701 -3.35 0.3424
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,333 249 4.09 1,760 13.26 0.3494
2021-05-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,084 1,812 42.42 1,554 56.81 0.3582
2021-02-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,272 4,272 991 0.2374
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,071 -100.00 0 -100.00
2020-08-12 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,071 1,071 205 0.0664
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.