Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionMcCarthy Grittinger Financial Group, LLC
Latest Disclosed Ownership690 shares
Latest Disclosed Value $ 330,648
McCarthy Grittinger Financial Group, LLC reports 4.70% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - McCarthy Grittinger Financial Group, LLC filed a 13F-HR form disclosing ownership of 690 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $330,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 724 shares of Berkshire Hathaway Inc.. This represents a change in shares of -4.70% 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 690 -34 -4.70 331 -9.09 0.0787
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 724 0 0.00 364 0.00 0.0866
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 724 0 0.00 364 3.42 0.0887
2025-08-01 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 724 -96 -11.71 352 -19.50 0.0906
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 820 -43 -4.98 437 11.51 0.1203
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 863 745 631.36 391 624.07 0.1068
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 54 12.50 0.0159
2024-07-29 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 48 -2.04 0.0151
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 50 16.67 0.0158
2024-01-26 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 42 2.44 0.0139
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 41 2.50 0.0163
2023-07-24 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 40 11.11 0.0156
2023-05-09 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118 0 0.00 36 0.00 0.0144
2023-05-09 2022-12-31 13F BERKSHIRE HATHAWAY COM 084670702 118 0 0.00 36 16.13 0.0149
2023-05-09 2022-09-30 13F BERKSHIRE HATHAWAY COM 084670702 118 0 0.00 32 -3.12 0.0137
2023-05-09 2022-06-30 13F BERKSHIRE HATHAWAY COM 084670702 118 0 0.00 32 -31.91 0.0138
2023-05-09 2022-03-31 13F BERKSHIRE HATHAWAY COM 084670702 118 0 0.00 47 17.50 0.0181
2023-05-09 2021-12-31 13F BERKSHIRE HATHAWAY COM 084670702 118 0 0.00 40 11.11 0.0148
2023-05-09 2021-09-30 13F BERKSHIRE HATHAWAY COM 084670702 118 -16 -11.94 37 -2.70 0.0141
2023-05-09 2021-06-30 13F BERKSHIRE HATHAWAY COM 084670702 134 0 0.00 37 8.82 0.0162
2023-05-09 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134 84 168.00 34 209.09 0.0165
2023-05-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 12 10.00 0.0057
2023-05-09 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 11 25.00 0.0059
2023-05-09 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 9 -11.11 0.0053
2023-05-09 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 9 -18.18 0.0071
2023-05-09 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 11 10.00 0.0088
2023-05-09 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 10 0.00 0.0087
2023-05-09 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 0 0.00 11 0.00 0.0091
2023-05-09 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50 50 10 0.0090
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.