Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionPAX Financial Group, LLC
Latest Disclosed Ownership1,677 shares
Latest Disclosed Value $ 803,618
PAX Financial Group, LLC reports 2.13% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 27, 2026 - PAX Financial Group, LLC filed a 13F-HR form disclosing ownership of 1,677 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $803,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,642 shares of Berkshire Hathaway Inc.. This represents a change in shares of 2.13% 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)
2026-04-27 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,677 35 2.13 804 -2.67 0.1371
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,642 -161 -8.93 825 -8.94 0.1423
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,803 -77 -4.10 906 -0.77 0.1633
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,880 -529 -21.96 913 -28.78 0.1745
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,409 38 1.60 1,283 19.37 0.2274
2025-02-12 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,371 17 0.72 1,075 -0.83 0.1923
2024-11-13 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,354 12 0.51 1,083 13.76 0.1943
2024-08-14 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,342 -77 -3.18 953 -6.39 0.1861
2024-05-13 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,419 -82 -3.28 1,017 2.31 0.2042
2024-02-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,501 149 6.34 994 20.78 0.2052
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,352 188 8.69 824 11.67 0.1879
2023-07-18 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,164 -42 -1.90 738 8.22 0.1668
2023-05-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,206 -191 -7.97 681 -7.97 0.1632
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,397 -108 -4.31 740 10.61 0.1880
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,505 -24 -0.95 669 -3.04 0.1711
2022-08-09 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,529 -458 -15.33 690 -34.54 0.1746
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,987 -171 -5.41 1,054 11.65 0.2443
2022-02-07 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,158 -40 -1.25 944 8.13 0.2116
2021-10-29 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,198 -13 -0.40 873 -2.13 0.2136
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,211 33 1.04 892 9.85 0.2256
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,178 495 18.45 812 30.55 0.2286
2021-02-03 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,683 61 2.33 622 11.47 0.1945
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,622 277 11.81 558 33.17 0.1960
2020-07-31 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,345 334 16.61 419 11.73 0.1596
2020-04-28 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,011 601 42.62 375 17.19 0.1602
2020-02-21 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,410 1,410 320 0.1369
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.