Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership25,390 shares
Latest Disclosed Value $ 12,166,784
Robertson Stephens Wealth Management, LLC reports 3.93% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 25,390 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $12,166,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 26,430 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.93% 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)
2026-04-28 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,390 -1,040 -3.93 12,167 -8.42 0.3409
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,430 -24,275 -47.87 13,285 -47.88 0.3462
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50,705 -7,405 -12.74 25,492 -9.70 0.7700
2025-07-24 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,110 557 0.97 28,228 -7.91 0.8982
2025-04-17 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 57,553 2,089 3.77 30,652 21.92 1.0538
2025-01-27 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,464 5,887 11.87 25,141 10.18 0.8902
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 49,577 4,924 11.03 22,818 25.62 0.8270
2024-08-13 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,653 -151 -0.34 18,165 -3.59 0.9145
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,804 11,825 35.86 18,841 60.18 0.9992
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,979 17,638 114.97 11,762 118.91 0.7147
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,341 3,905 34.15 5,374 37.80 0.3625
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,436 -3,527 -23.57 3,900 -15.61 0.2759
2023-05-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,963 2,834 23.37 4,620 23.33 0.3555
2023-02-14 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,129 53 0.44 3,747 16.19 0.3649
2022-11-14 2022-09-30 13F Berkshire Hathaway CL B NEW 084670702 12,076 112 0.94 3,224 -1.29 0.3364
2022-08-12 2022-06-30 13F Berkshire Hathaway B CL B NEW 084670702 11,964 -919 -7.13 3,266 -28.16 0.3081
2022-05-16 2022-03-31 13F Berkshire Hathaway CL B NEW 084670702 12,883 -207 -1.58 4,546 16.18 0.3818
2022-02-14 2021-12-31 13F Berkshire Hathaway CL B NEW 084670702 13,090 2,153 19.69 3,913 31.09 0.3292
2021-11-10 2021-09-30 13F Berkshire Hathaway CL B NEW 084670702 10,937 0 0.00 2,985 -1.78 0.3371
2021-08-17 2021-06-30 13F Berkshire Hathaway CL B NEW 084670702 10,937 -273 -2.44 3,039 6.15 0.3650
2021-05-07 2021-03-31 13F Berkshire Hathaway CL B NEW 084670702 11,210 908 8.81 2,863 19.89 0.4579
2021-02-10 2020-12-31 13F Berkshire Hathaway CL B NEW 084670702 10,302 163 1.61 2,388 10.61 0.4991
2020-11-10 2020-09-30 13F Berkshire Hathaway CL B NEW 084670702 10,139 2,126 26.53 2,159 50.98 0.5304
2020-08-12 2020-06-30 13F Berkshire Hathaway CL B NEW 084670702 8,013 2,887 56.32 1,430 52.61 0.4126
2020-05-01 2020-03-31 13F Berkshire Hathaway CL B NEW 084670702 5,126 3,571 229.65 937 166.19 0.3200
2020-02-14 2019-12-31 13F Berkshire Hathaway CL B NEW 084670702 1,555 0 0.00 352 8.98 0.1775
2019-11-14 2019-09-30 13F Berkshire Hathaway CL B NEW 084670702 1,555 1,555 323 0.1635
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.