Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSloy Dahl & Holst, LLC
Latest Disclosed Ownership10,890 shares
Latest Disclosed Value $ 5,218,393
Sloy Dahl & Holst, LLC reports 1.39% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 14, 2026 - Sloy Dahl & Holst, LLC filed a 13F-HR form disclosing ownership of 10,890 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $5,218,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,044 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.39% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,890 -154 -1.39 5,218 -6.00 0.7164
2026-02-04 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,044 0 0.00 5,551 -0.02 0.6666
2025-10-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,044 0 0.00 5,552 3.50 0.5883
2025-07-30 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,044 56 0.51 5,365 -8.32 0.7452
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,988 -65 -0.59 5,852 16.79 1.0233
2025-01-27 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,053 -49 -0.44 5,010 -1.94 0.6354
2024-10-17 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,102 -226 -2.00 5,110 10.87 0.8721
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,328 -273 -2.35 4,608 -5.54 0.9677
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,601 -71 -0.61 4,878 17.20 1.1517
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,672 -157 -1.33 4,163 0.46 0.8541
2023-11-02 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,829 30 0.25 4,144 2.98 0.9013
2023-07-19 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,799 646 5.79 4,023 16.85 0.7351
2023-04-24 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,153 275 2.53 3,444 2.47 0.7782
2023-01-30 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,878 -1,213 -10.03 3,360 4.09 1.1730
2022-10-19 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,091 75 0.62 3,228 -1.62 0.6812
2022-08-02 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,016 361 3.10 3,281 -20.21 0.7828
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,655 373 3.31 4,112 33.55 0.6825
2022-02-09 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,282 0 0.00 3,079 0.00 0.6550
2021-11-03 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,282 993 9.65 3,079 7.69 0.6546
2021-08-11 2021-06-30 13F Berkshire Hathaway Inc Com CL B CL B NEW 084670702 10,289 -1,113 -9.76 2,859 -1.85 0.3845
2021-05-12 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,402 767 7.21 2,913 19.58 0.4166
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 10,635 2,917 37.79 2,436 50.18 1.1665
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 7,718 -1,248 -13.92 1,622 -1.40 0.6175
2020-08-13 2020-06-30 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 8,966 -931 -9.41 1,645 -9.07 0.7789
2020-05-12 2020-03-31 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 9,897 1,854 23.05 1,809 -0.66 1.3802
2020-01-21 2019-12-31 13F BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 8,043 8,043 1,821 1.6944
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.