Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership252,527 shares
Latest Disclosed Value $ 121,011,066
Sequoia Financial Advisors, LLC reports 10.06% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 252,527 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $121,011,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 280,775 shares of Berkshire Hathaway Inc.. This represents a change in shares of -10.06% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 252,527 -28,248 -10.06 121,011 -14.26 0.6767
2026-02-03 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 280,775 54,283 23.97 141,131 23.94 0.7871
2025-10-29 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226,492 -1,478 -0.65 113,866 2.82 0.6918
2025-07-25 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227,970 655 0.29 110,741 -8.53 0.7582
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227,315 -20,589 -8.31 121,063 7.74 0.9343
2025-08-08 2024-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 247,904 1,704 0.69 112,370 -0.83 1.0811
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 247,904 1,704 112,370 1.0856
2024-10-21 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246,200 23,654 10.63 113,316 25.17 1.2156
2024-07-15 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222,546 -4,155 -1.83 90,532 -5.04 1.0908
2024-04-30 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226,701 1,253 0.56 95,332 18.56 1.1854
2024-01-26 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 225,448 32,025 16.56 80,408 18.67 0.9971
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 193,423 -46,064 -19.23 67,756 -17.03 1.1879
2023-08-08 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 239,487 78,795 49.03 81,665 64.59 1.4010
2023-04-25 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 160,692 9,842 6.52 49,617 6.48 1.1028
2023-02-10 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 150,850 29,748 24.56 46,598 44.10 1.1452
2023-01-18 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 151,211 30,109 46,709 1.0543
2022-10-26 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,102 -2,832 -2.29 32,337 -4.44 1.0192
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 123,934 -826 -0.66 33,839 -23.14 0.9571
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 124,760 924 0.75 44,029 18.91 1.1006
2022-02-22 2021-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 123,836 64,972 110.38 37,027 130.47 1.0090
2022-02-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 123,836 64,972 37,027 0.6778
2021-10-26 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,864 -44,269 -42.92 16,066 -43.95 1.6328
2021-07-27 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 103,133 6,513 6.74 28,663 16.12 1.0458
2021-05-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,620 6,067 6.70 24,683 17.56 1.0335
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,553 736 0.82 20,996 9.78 0.9599
2020-10-23 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,817 3,333 3.85 19,126 23.89 1.0088
2020-08-25 2020-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,484 16,737 24.00 15,438 21.06 0.9131
2020-08-11 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -69,747 15,438 914,124.5206
2020-05-11 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,747 11,658 20.07 12,752 -3.08 0.9416
2020-02-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,089 -1,471 -2.47 13,157 6.19 0.8357
2019-10-22 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,560 -2,047 -3.32 12,390 -5.66 0.8972
2019-07-31 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,607 -2,925 -4.53 13,133 1.30 0.9768
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,532 5,333 9.01 12,964 7.26 1.0647
2019-02-14 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,199 -495 -0.83 12,087 -5.43 1.3982
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,694 -1,318 -2.16 12,781 12.23 1.2700
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,012 -55,212 -47.50 11,388 -50.88 1.2131
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,224 54,933 89.63 23,184 90.83 2.4391
2018-02-13 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,291 -237 -0.39 12,149 7.71 1.2798
2017-11-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,528 1,083 1.79 11,279 10.17 1.3359
2017-08-09 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,445 -348 -0.57 10,238 1.04 1.2686
2017-05-01 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60,793 2,228 3.80 10,133 6.16 1.2890
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,565 51,715 754.96 9,545 864.14 1.3648
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,850 -295 -4.13 990 -4.26 0.1845
2016-07-29 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,145 2,200 44.49 1,034 47.50 0.2898
2016-07-29 2016-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,945 284 6.09 701 13.98 0.2265
2016-06-09 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 666 4,695
2016-03-11 2015-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,661 181 4.04 615 5.31 0.2480
2016-02-16 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,591 689
2015-11-13 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,480 -248 -5.25 584 -9.32 0.2540
2015-08-03 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,728 68 1.46 644 -4.31 0.2721
2015-05-05 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,660 69 1.50 673 -2.32 0.3083
2015-02-17 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,591 4,591 0.00 689 0.4706
2014-10-29 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -4,619 -100.00 0 -100.00
2014-08-05 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,619 4,619 585 0.4446
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.