Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSage Advisors, Llc
Latest Disclosed Ownership9,763 shares
Latest Disclosed Value $ 4,907,372
Sage Advisors, Llc reports 4.05% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On January 13, 2026 - Sage Advisors, Llc filed a 13F-HR form disclosing ownership of 9,763 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,907,372 USD as of December 31, 2025.

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)
2026-01-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,763 -412 -4.05 4,907 -4.07 3.2535
2025-10-22 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,175 -180 -1.74 5,115 1.69 3.6654
2025-07-28 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,355 1,034 11.09 5,030 1.33 3.5908
2025-04-25 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,321 128 1.39 4,964 19.13 3.4925
2025-01-30 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,193 294 3.30 4,167 1.76 3.1125
2024-11-06 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,899 1,111 14.27 4,096 29.26 3.2263
2024-09-27 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,788 305 4.08 3,168 0.70 2.5755
2024-09-27 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,483 626 9.13 3,147 28.67 2.7991
2024-09-20 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,857 6,857 2,446 2.4297
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.