Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership82,569 shares
Latest Disclosed Value $ 39,567,050
Gradient Investments LLC reports 1.66% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 82,569 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $39,567,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.66% 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)
2026-04-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,569 -1,396 -1.66 39,567 -6.25 0.6130
2026-01-08 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 83,965 1,084 1.31 42,205 1.29 0.6699
2025-10-06 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,881 5,651 7.32 41,668 11.06 0.6957
2025-07-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,230 6,031 8.47 37,516 -1.06 0.6859
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,199 4,795 7.22 37,919 25.98 0.7649
2025-01-21 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,404 3,185 5.04 30,100 3.44 0.6095
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,219 5,005 8.60 29,097 22.87 0.6064
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,214 5,763 10.99 23,682 7.37 0.5318
2024-04-23 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,451 924 1.79 22,057 20.02 0.5115
2024-01-18 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 51,527 6,993 15.70 18,378 17.80 0.4444
2023-10-27 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,534 2,279 5.39 15,600 8.27 0.4118
2023-07-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,255 735 1.77 14,409 12.39 0.3711
2023-04-17 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,520 8,345 25.15 12,820 25.11 0.3495
2023-01-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,175 -2,584 -7.23 10,248 7.32 0.3230
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,759 3,903 12.25 9,548 9.78 0.2921
2022-07-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,856 1,193 3.89 8,697 -19.63 0.2539
2022-05-26 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,663 -6,590 -17.69 10,821 -2.85 0.2780
2022-01-12 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,253 303 0.82 11,139 10.45 0.2824
2021-10-18 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,950 4,548 14.04 10,085 11.99 0.2825
2021-07-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,402 162 0.50 9,005 9.34 0.2635
2021-04-21 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,240 3,956 13.99 8,236 36.74 0.2678
2021-01-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,284 -162 -0.57 6,023 -0.56 0.2556
2020-10-06 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,446 5,192 22.33 6,057 45.92 0.2544
2020-07-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,254 3,676 18.78 4,151 15.98 0.1893
2020-04-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,578 4,277 27.95 3,579 3.26 0.1928
2020-01-15 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,301 -6,259 -29.03 3,466 -22.72 0.1544
2019-10-10 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,560 4,571 26.91 4,485 23.83 0.2197
2019-07-16 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,989 11,700 221.21 3,622 240.73 0.1859
2019-04-11 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,289 1,858 54.15 1,063 51.64 0.0687
2019-01-18 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,431 -1,234 -26.45 701 -29.83 0.0421
2018-10-11 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,665 145 3.21 999 18.36 0.0512
2018-08-09 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,520 0 0.00 844 -6.43 0.0451
2018-04-10 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,520 94 2.12 902 2.85 0.0488
2018-02-07 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,426 -11 -0.25 877 7.87 0.0507
2017-10-16 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,437 896 25.30 813 35.50 0.0519
2017-07-19 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,541 1,665 88.75 600 91.69 0.0421
2017-04-11 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,876 420 28.85 313 32.07 0.0239
2017-01-17 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,456 98 7.22 237 20.92 0.0208
2016-10-11 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,358 95 7.52 196 7.10 0.0193
2016-07-14 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,263 125 10.98 183 13.66 0.0198
2016-04-13 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,138 67 6.26 161 14.18 0.0199
2016-01-19 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,071 79 7.96 141 9.30 0.0188
2015-10-14 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 992 -87 -8.06 129 -12.24 0.0183
2015-08-25 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,079 361 50.28 147 41.35 0.0201
2015-04-10 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 718 224 45.34 104 40.54 0.0155
2015-01-15 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 494 -6 -1.20 74 7.25 0.0122
2014-10-14 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 500 0 0.00 69 9.52 0.0125
2014-07-11 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 500 145 40.85 63 43.18 0.0303
2014-04-11 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 355 -155 -30.39 44 -26.67 0.0102
2014-01-13 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 510 50 10.87 60 15.38 0.0160
2013-10-15 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 460 80 21.05 52 20.93 0.0164
2013-07-19 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 380 380 43 0.0161
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.