Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionJag Capital Management, Llc
Latest Disclosed Ownership7,011 shares
Latest Disclosed Value $ 3,359,671
Jag Capital Management, Llc reports 2.04% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - Jag Capital Management, Llc filed a 13F-HR form disclosing ownership of 7,011 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,359,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,871 shares of Berkshire Hathaway Inc.. This represents a change in shares of 2.04% 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)
2026-05-06 2026-03-31 13F Berkshire Hathaway Inc Class COM 084670702 7,011 140 2.04 3,360 -2.72 0.3777
2026-02-06 2025-12-31 13F Berkshire Hathaway Inc Class COM 084670702 6,871 0 0.00 3,454 -0.03 0.3745
2025-11-10 2025-09-30 13F Berkshire Hathaway Inc Class COM 084670702 6,871 -158 -2.25 3,454 1.17 0.3782
2025-07-28 2025-06-30 13F Berkshire Hathaway Inc Class COM 084670702 7,029 259 3.83 3,414 -5.30 0.3819
2025-04-24 2025-03-31 13F Berkshire Hathaway Inc Class COM 084670702 6,770 -100 -1.46 3,606 15.77 0.4804
2025-02-06 2024-12-31 13F Berkshire Hathaway Inc Class COM 084670702 6,870 123 1.82 3,114 0.29 0.4342
2024-11-04 2024-09-30 13F Berkshire Hathaway Inc Class COM 084670702 6,747 0 0.00 3,105 13.16 0.3747
2024-07-30 2024-06-30 13F Berkshire Hathaway Inc Class COM 084670702 6,747 0 0.00 2,745 -3.28 0.3762
2024-05-01 2024-03-31 13F Berkshire Hathaway Inc Class COM 084670702 6,747 0 0.00 2,837 17.91 0.4016
2024-02-08 2023-12-31 13F Berkshire Hathaway Inc Class COM 084670702 6,747 -381 -5.35 2,406 -3.61 0.3687
2023-11-15 2023-09-30 13F Berkshire Hathaway Inc Class COM 084670702 7,128 -50 -0.70 2,497 2.00 0.3012
2023-09-07 2023-06-30 13F/A-2 Berkshire Hathaway Inc Class COM 084670702 7,178 -181 -2.46 2,448 7.70 0.2829
2023-08-11 2023-06-30 13F Berkshire Hathaway Inc Class COM 084670702 7,178 -181 2,448 0.2826
2023-09-07 2023-03-31 13F/A-2 Berkshire Hathaway Inc Class COM 084670702 7,359 125 1.73 2,272 1.70 0.2937
2023-09-01 2023-03-31 13F/A-1 Berkshire Hathaway Inc Class COM 084670702 7,359 125 2,272 0.2876
2023-05-10 2023-03-31 13F Berkshire Hathaway Inc Class COM 084670702 7,359 125 2,272 0.2882
2023-09-07 2022-12-31 13F/A-3 Berkshire Hathaway Inc Class COM 084670702 7,234 -195 -2.62 2,235 12.60 0.3240
2023-09-01 2022-12-31 13F/A-2 Berkshire Hathaway Inc Class COM 084670702 7,234 -195 2,235 0.3161
2023-02-08 2022-12-31 13F Berkshire Hathaway Inc Class COM 084670702 7,234 -195 2,235 0.3128
2022-11-14 2022-09-30 13F Berkshire Hathaway Inc Class COM 084670702 7,429 393 5.59 1,984 3.28 0.2771
2022-08-01 2022-06-30 13F Berkshire Hathaway Inc. Class COM 084670702 7,036 1,426 25.42 1,921 34.05 0.2374
2022-05-11 2022-03-31 13F Berkshire Hathaway Inc. Class COM 084670702 5,610 -2,101 -27.25 1,433 -37.86 0.1418
2022-02-14 2021-12-31 13F Berkshire Hathaway Inc. Class B CL B NEW 084670702 7,711 0 0.00 2,306 9.55 0.1767
2021-11-01 2021-09-30 13F/A-1 Berkshire Hathaway Inc. Class B CL B NEW 084670702 7,711 827 12.01 2,105 10.04 0.1640
2021-10-21 2021-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 7,711 827 2,105 0.0954
2021-07-23 2021-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 6,884 1,274 22.71 1,913 33.50 0.1501
2021-04-23 2021-03-31 13F Berkshire Hathaway Inc. Class B COM 084670702 5,610 1,040 22.76 1,433 35.19 0.1266
2021-02-01 2020-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 4,570 0 0.00 1,060 8.94 0.0956
2020-10-21 2020-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 4,570 1,858 68.51 973 101.03 0.1006
2020-07-23 2020-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 2,712 0 0.00 484 -2.42 0.0565
2020-04-16 2020-03-31 13F Berkshire Hathaway Inc. Class B COM 084670702 2,712 825 43.72 496 16.16 0.0731
2020-01-27 2019-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,887 -100 -5.03 427 3.39 0.0485
2019-10-24 2019-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,987 0 0.00 413 -2.59 0.0499
2019-07-22 2019-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,987 387 24.19 424 32.09 0.0478
2019-04-15 2019-03-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,600 -88,489 -98.22 321 -98.25 0.0524
2019-01-16 2018-12-31 13F/A-1 Berkshire Hathaway Inc. Class B COM 084670702 87,818 0 18,802 3.0783
2019-01-16 2018-12-31 13F/A-2 Berkshire Hathaway Inc. Class B COM 084670702 90,089 2,271 2.59 18,394 -2.17 3.7471
2019-01-16 2018-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 87,818 18,802
2018-10-23 2018-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 87,818 86,200 5,327.56 18,802 6,125.83 3.0783
2018-07-20 2018-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,618 0 0.00 302 -6.50 0.0518
2018-04-25 2018-03-31 13F/A-1 Berkshire Hathaway Inc. Class B COM 084670702 1,618 0 0.00 323 0.62 0.0597
2018-04-23 2018-03-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,618 0 323
2018-01-23 2017-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,618 -100 -5.82 321 1.90 0.0602
2017-10-16 2017-09-30 13F Berkshire Hathaway Inc Cl B COM 084670702 1,718 200 13.18 315 22.57 0.0591
2017-07-24 2017-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,518 -44,394 -96.69 257 -96.64 0.0514
2017-04-24 2017-03-31 13F/A-1 Berkshire Hathaway Inc Class B COM 084670702 45,912 58 0.13 7,653 -8.65 1.5838
2017-04-21 2017-03-31 13F Berkshire Hathaway Inc Class B COM 084670702 45,854 8,378
2017-01-19 2016-12-31 13F Berkshire Hathaway Inc Class B COM 084670702 45,854 -6,836 -12.97 8,378 10.06 1.6971
2016-10-20 2016-09-30 13F Berkshire Hathaway Inc Cl B COM 084670702 52,690 -798 -1.49 7,612 6.85 1.4887
2016-07-20 2016-06-30 13F Berkshire Hathaway Inc Class B COM 084670702 53,488 51,770 3,013.39 7,124 2,819.67 1.5398
2016-04-27 2016-03-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,718 0 0.00 244 7.49 0.0499
2016-02-11 2015-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 1,718 0 0.00 227 1.34 0.0424
2015-10-22 2015-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,718 0 0.00 224 -4.27 0.0425
2015-07-27 2015-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,718 0 0.00 234 -5.65 0.0427
2015-04-23 2015-03-31 13F Berkshire Hathaway Inc Class B COM 084670702 1,718 1,718 0.00 248 0.0446
2014-11-03 2014-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 0 -1,718 -100.00 0 -100.00
2014-07-25 2014-06-30 13F Berkshire Hathaway Inc. Class B COM 084670702 1,718 1,718 217 0.0423
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.