Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership62,458 shares
Latest Disclosed Value $ 29,930,033
Perigon Wealth Management, LLC reports 0.37% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 62,458 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $29,930,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 62,689 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.37% 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)
2026-04-10 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 62,458 -231 -0.37 29,930 -5.01 0.5430
2026-01-16 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 62,689 3,124 5.24 31,511 5.23 0.5637
2025-10-17 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,565 3,235 5.74 29,946 9.44 0.6106
2025-07-16 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 56,330 1,425 2.60 27,363 -6.42 0.6390
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 54,905 -2,163 -3.79 29,241 10.72 0.7507
2025-01-22 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 57,068 -180 -0.31 26,412 0.24 0.6487
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 57,248 -2,512 -4.20 26,349 8.39 0.6956
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,760 1,694 2.92 24,310 -0.44 0.7044
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,066 1,094 1.92 24,418 20.17 0.7401
2024-01-29 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 56,972 1,482 2.67 20,320 4.53 0.6644
2023-10-30 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,490 -386 -0.69 19,438 2.02 0.7877
2023-08-02 2023-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,876 18,782 50.63 19,054 66.36 0.7486
2023-08-02 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,876 18,782 19,054 0.7486
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,094 1,549 4.36 11,454 4.32 0.6511
2023-05-01 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,545 4,354 13.96 10,980 31.82 0.6804
2022-12-13 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,191 640 2.09 8,329 -0.14 0.7199
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,551 850 2.86 8,341 -20.43 0.6970
2022-05-16 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,701 682 2.35 10,482 20.80 0.7406
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,019 2,335 8.75 8,677 19.14 0.6205
2021-11-01 2021-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,684 -502 -1.85 7,283 -3.61 0.6320
2021-07-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,186 378 1.41 7,556 10.32 0.6719
2021-05-17 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,808 1,325 5.20 6,849 15.91 0.6985
2021-01-28 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,483 6,631 35.17 5,909 47.21 0.6865
2020-11-03 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,852 -384 -2.00 4,014 16.89 0.5611
2020-07-29 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,236 -1,157 -5.67 3,434 -13.13 0.5444
2020-04-17 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,393 4,215 26.05 3,953 7.65 0.7357
2020-01-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,178 1,377 9.30 3,672 18.49 0.7495
2019-10-25 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,801 -3,911 -20.90 3,099 -22.31 0.7278
2019-08-05 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,712 -486 -2.53 3,989 -1.46 0.9339
2019-05-15 2019-03-31 13F Berkshire Hathaway 'B' COM 084670702 19,198 -3,582 -15.72 4,048 -12.40 0.9413
2019-02-11 2018-12-31 13F Berkshire Hathaway B CL B NEW 084670702 22,780 1,721 8.17 4,621 2.48 1.1797
2018-11-13 2018-09-30 13F Berkshire Hathaway B CL B NEW 084670702 21,059 -80 -0.38 4,509 14.27 1.1108
2018-08-09 2018-06-30 13F/A-2 Berkshire Hathaway B CL B NEW 084670702 21,139 1,468 7.46 3,946 0.56 1.1864
2018-08-08 2018-06-30 13F/A-1 Berkshire Hathaway B CL B NEW 084670702 19,671 0 3,924 1.5817
2018-08-07 2018-06-30 13F Berkshire Hathaway B CL B NEW 084670702 19,671 0 3,924 1.5817
2018-05-14 2018-03-31 13F Berkshire Hathaway 'B' COM 084670702 19,671 2,054 11.66 3,924 12.37 1.4456
2018-02-14 2017-12-31 13F Berkshire Hathaway 'B' COM 084670702 17,617 -3,546 -16.76 3,492 -10.00 1.3030
2017-12-05 2017-09-30 13F Berkshire Hathaway 'B' COM 084670702 21,163 -11,965 -36.12 3,880 -30.85 1.2590
2017-09-12 2017-06-30 13F Berkshire Hathaway 'B' COM 084670702 33,128 -47 -0.14 5,611 1.46 1.2206
2017-06-05 2017-03-31 13F Berkshire Hathaway 'B' COM 084670702 33,175 -1,652 -4.74 5,530 -9.61 1.1735
2017-03-07 2016-12-31 13F Berkshire Hathaway 'B' COM 084670702 34,827 4,273 13.99 6,118 38.60 1.3359
2016-11-16 2016-09-30 13F Berkshire Hathaway 'B' COM 084670702 30,554 533 1.78 4,414 1.54 1.1336
2016-08-19 2016-06-30 13F Berkshire Hathaway 'B' COM 084670702 30,021 1,391 4.86 4,347 4.70 1.1554
2016-06-03 2016-03-31 13F Berkshire Hathaway 'B' COM 084670702 28,630 0 0.00 4,152 9.84 1.2967
2016-03-04 2015-12-31 13F Berkshire Hathaway B COM 084670702 28,630 8,294 40.78 3,780 42.53 1.0435
2015-12-02 2015-09-30 13F Berkshire Hathaway 'B' COM 084670702 20,336 83 0.41 2,652 -3.81 0.7869
2015-08-31 2015-06-30 13F Berkshire Hathaway 'B' COM 084670702 20,253 0 0.00 2,757 -5.68 0.7257
2015-05-11 2015-03-31 13F Berkshire Hathaway 'B' COM 084670702 20,253 118 0.59 2,923 -3.31 0.8016
2015-02-18 2014-12-31 13F Berkshire Hathaway 'B' COM 084670702 20,135 31 0.15 3,023 8.86 0.9082
2014-11-17 2014-09-30 13F Berkshire Hathaway 'B' COM 084670702 20,104 124 0.62 2,777 9.81 0.8268
2014-08-12 2014-06-30 13F Berkshire Hathaway 'B' COM 084670702 19,980 710 3.68 2,529 5.02 0.7209
2014-05-12 2014-03-31 13F Berkshire Hathaway 'B' COM 084670702 19,270 -900 -4.46 2,408 0.71 1.3259
2014-02-18 2013-12-31 13F Berkshire Hathaway B COM 084670702 20,170 -11,021 -35.33 2,391 -71.29 1.3260
2022-11-14 2011-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,191 31,191 8,329 0.7199
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.