Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership65,872 shares
Latest Disclosed Value $ 31,565,864
Dakota Wealth Management reports 7.86% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 65,872 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $31,565,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 71,489 shares of Berkshire Hathaway Inc.. This represents a change in shares of -7.86% 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)
2026-05-07 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,872 -5,617 -7.86 31,566 -12.16 0.6830
2026-01-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,489 7,446 11.63 35,934 11.61 0.6375
2025-11-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,043 -25,511 -28.49 32,197 -25.99 0.6488
2025-07-16 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,554 -6,326 -6.60 43,503 -14.81 0.9159
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,880 23,432 32.34 51,064 55.49 1.1943
2025-01-17 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,448 -2,012 -2.70 32,839 -4.18 0.7552
2024-10-23 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74,460 -845 -1.12 34,271 11.87 0.7744
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75,305 -753 -0.99 30,634 -4.22 0.7199
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 76,058 15,106 24.78 31,984 47.13 0.7941
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,952 829 1.38 21,739 3.22 0.8444
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,123 7 0.01 21,061 2.74 0.9294
2023-07-31 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,116 14,885 32.91 20,500 46.79 0.9646
2023-04-14 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 45,231 -459 -1.00 13,966 -1.05 0.9324
2023-02-08 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 45,690 45,690 14,114 1.0006
2022-11-10 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -37,221 -100.00 0 -100.00
2022-08-05 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,221 -11,579 -23.73 10,162 -40.99 0.9356
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 48,800 40,200 467.44 17,222 569.86 1.3967
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,600 607 7.59 2,571 17.88 0.2712
2021-11-15 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,993 2,945 58.34 2,181 55.45 0.2509
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,048 766 17.89 1,403 28.24 0.1670
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,282 -218 -4.84 1,094 4.89 0.1436
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,500 277 6.56 1,043 16.02 0.1357
2020-11-04 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,223 490 13.13 899 34.98 0.1417
2020-08-07 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,733 -1,479 -28.38 666 -30.12 0.1140
2020-04-29 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,212 770 17.33 953 -5.27 0.2081
2020-02-06 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,442 -212 -4.56 1,006 3.93 0.1613
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,654 2,107 82.72 968 78.27 0.1666
2019-08-07 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,547 -219 -7.92 543 -1.99 0.1039
2019-04-29 2019-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,766 408 17.30 554 12.60 0.1102
2019-04-18 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,766 408 216
2019-01-22 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,358 262 12.50 492 9.58 0.1114
2018-11-07 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,096 0 0.00 449 14.83 0.1009
2018-08-09 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,096 654 45.35 391 35.76 0.1087
2018-04-10 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,442 -100 -6.49 288 -5.88 0.1485
2018-01-16 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,542 0 0.00 306 8.13 0.1622
2017-10-16 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,542 0 0.00 283 8.43 0.1532
2017-07-10 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,542 0 0.00 261 1.56 0.1442
2017-04-12 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,542 54 3.63 257 5.76 0.1501
2017-01-09 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,488 0 0.00 243 13.02 0.1568
2016-10-11 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,488 -105 -6.59 215 -6.93 0.1396
2016-07-12 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,593 -97 -5.74 231 -3.75 0.1553
2016-05-16 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,690 12 0.72 240 8.11 0.1723
2016-01-12 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,678 0 0.00 222 1.37 0.1505
2015-10-16 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,678 0 0.00 219 -3.95 0.1501
2015-07-13 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,678 -10 -0.59 228 -6.56 0.1377
2015-04-13 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,688 0 0.00 244 -4.31 0.1450
2015-01-26 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,688 1,688 255 0.1594
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.