Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership102,525 shares
Latest Disclosed Value $ 49,129,870
Smith, Salley & Associates reports 1.16% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 102,525 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $49,129,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 101,345 shares of Berkshire Hathaway Inc.. This represents a change in shares of 1.16% 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)
2026-04-16 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,525 1,180 1.16 49,130 -3.56 2.4701
2026-01-27 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 101,345 -1,040 -1.02 50,941 -1.04 2.5228
2025-10-20 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,385 1,697 1.69 51,473 5.24 2.6488
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,688 2,477 2.52 48,911 -6.49 2.8297
2025-04-25 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 98,211 247 0.25 52,305 17.79 3.4278
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,964 861 0.89 44,405 -0.64 2.8518
2024-10-24 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,103 2,101 2.21 44,692 15.64 2.9217
2024-07-29 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,002 4,413 4.87 38,647 1.45 2.7737
2024-05-02 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,589 -29,705 -24.69 38,094 -11.21 2.9559
2024-01-24 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120,294 3,673 3.15 42,904 5.02 2.7723
2023-10-27 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,621 3,679 3.26 40,852 6.07 3.0308
2023-08-04 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 112,942 1,499 1.35 38,513 11.93 2.8412
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 111,443 1,837 1.68 34,410 1.63 2.7371
2023-02-03 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 109,606 789 0.73 33,857 16.52 2.8960
2022-11-01 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 108,817 596 0.55 29,055 -1.66 2.7031
2022-08-01 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 108,221 8,699 8.74 29,545 -15.88 2.5561
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 99,522 -4,497 -4.32 35,122 12.93 2.5838
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 104,670 36,939
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 104,019 440 0.42 31,102 10.02 2.2029
2021-11-05 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 103,579 1,014 0.99 28,270 -0.82 2.2246
2021-08-09 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,565 2,137 2.13 28,504 11.10 2.3071
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,428 3,746 3.87 25,656 14.45 2.3027
2021-01-28 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,682 3,494 3.75 22,416 12.96 2.2707
2020-11-05 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 93,188 36 0.04 19,844 19.33 2.3992
2020-08-04 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 93,152 2,233 2.46 16,629 0.04 2.2192
2020-04-24 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,919 125 0.14 16,623 -19.16 2.7650
2020-01-27 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,794 -2,143 -2.31 20,564 6.37 2.7116
2019-10-30 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,937 2,240 2.47 19,333 -0.01 2.7474
2019-07-12 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,697 2,245 2.54 19,334 8.81 2.9149
2019-05-03 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,452 2,274 2.64 17,769 0.98 2.8600
2019-02-05 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,178 1,143 1.34 17,596 -3.36 3.2391
2018-11-06 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 85,035 1,477 1.77 18,207 16.73 2.8732
2018-08-10 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 83,558 1,409 1.72 15,597 -4.82 2.6704
2018-05-09 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,149 509 0.62 16,387 1.26 2.9377
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,640 1,283 1.60 16,183 9.86 2.8984
2017-11-02 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80,357 1,336 1.69 14,731 10.07 2.8210
2017-07-25 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 79,021 -465 -0.59 13,383 1.02 2.6904
2017-05-05 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 79,486 -3,875 -4.65 13,248 -2.49 2.7158
2017-02-01 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 83,361 43,953 111.53 13,586 138.64 2.8287
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 39,408 -1,417 -3.47 5,693 -3.67 1.2623
2016-07-29 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 40,825 -655 -1.58 5,910 0.42 1.3770
2016-05-10 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 41,480 -43,513 -51.20 5,885 -47.56 1.4748
2016-02-10 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 84,993 1,779 2.14 11,223 3.43 2.7978
2015-11-12 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 83,214 2,032 2.50 10,851 -1.80 2.9280
2015-08-11 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 81,182 1,216 1.52 11,050 -4.25 2.8130
2015-05-05 2015-03-31 13F BERKSHIRE HATHAWAY COM 084670702 79,966 79,966 0.00 11,540 2.9408
2015-02-04 2014-12-31 13F Berkshire Hathaway Inc. Class B COM 084670702 0 -79,743 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Berkshire Hathaway Inc. Class B COM 084670702 79,743 2,389 3.09 11,015 12.50 2.9228
2014-08-13 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 77,354 40,037 107.29 9,791 109.93 2.6144
2014-05-12 2014-03-31 13F Berkshire Hathaway Cl B COM 084670702 37,317 -417 -1.11 4,664 4.25 2.9151
2014-02-11 2013-12-31 13F Berkshire Hathaway Cl B COM 084670702 37,734 286 0.76 4,474 5.25 2.9191
2013-11-12 2013-09-30 13F Berkshire Hathaway Cl B COM 084670702 37,448 680 1.85 4,251 3.30 3.4240
2013-08-13 2013-06-30 13F Berkshire Hathaway Cl B COM 084670702 36,768 36,768 4,115 3.3100
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.