Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership3,679 shares
Latest Disclosed Value $ 1,762,977
Stockman Wealth Management, Inc. reports 27.41% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 3,679 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,762,977 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 5,068 shares of Berkshire Hathaway Inc.. This represents a change in shares of -27.41% 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)
2026-04-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,679 -1,389 -27.41 1,763 -30.82 0.1945
2026-01-29 2025-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,068 -70 -1.36 2,547 -1.39 0.2967
2026-01-15 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,138 0 2,583 0.3206
2025-10-16 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,138 -495 -8.79 2,583 -5.59 0.3206
2025-07-17 2025-06-30 13F BERKSHIREHATHAWAYINCDEL CLBNEW 084670702 5,633 -32,295 -85.15 2,736 -86.45 0.3718
2025-04-17 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,928 -195 -0.51 20,200 16.89 2.9909
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,123 598 1.59 17,280 0.05 2.7055
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,525 333 0.90 17,271 14.16 2.6842
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,192 214 0.58 15,130 -2.70 2.6516
2024-04-17 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,978 -1,180 -3.09 15,550 14.26 2.7452
2024-02-01 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,158 266 0.70 13,609 2.53 2.7150
2023-10-31 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,892 -1,607 -4.07 13,274 -1.46 2.9226
2023-08-02 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,499 -632 -1.57 13,469 8.70 2.8926
2023-05-04 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,131 -439 -1.08 12,391 -1.13 2.7694
2023-02-08 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,570 -995 -2.39 12,532 12.91 2.8782
2022-11-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,565 2,085 5.28 11,099 2.97 3.0022
2022-07-28 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,480 1,396 3.67 10,779 -19.80 2.7491
2022-05-05 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,084 -1,437 -3.64 13,440 13.73 2.7885
2022-02-08 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,521 -541 -1.35 11,817 8.07 2.4117
2021-11-02 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,062 797 2.03 10,935 0.20 2.4347
2021-08-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,265 1,644 4.37 10,913 13.55 2.6070
2021-05-05 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,621 525 1.42 9,611 11.74 2.6766
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,096 520 1.42 8,601 10.44 2.6377
2020-11-06 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,576 -25 -0.07 7,788 19.19 2.8392
2020-08-11 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,601 3,545 10.72 6,534 8.11 2.4479
2020-05-06 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,056 -5,965 -15.29 6,044 -31.61 2.6807
2020-02-07 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,021 428 1.11 8,838 10.09 3.1382
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,593 2,164 5.94 8,028 3.37 3.0772
2019-08-08 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,429 7,102 24.22 7,766 31.81 3.1706
2019-05-07 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,327 926 3.26 5,892 1.60 2.5747
2019-02-08 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,401 -41 -0.14 5,799 -4.78 2.7705
2018-11-02 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,442 -382 -1.33 6,090 13.20 2.6256
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,824 1,480 5.41 5,380 -1.37 2.4618
2018-05-10 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,344 -70 -0.26 5,455 0.39 2.4964
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC D CL B NEW 084670702 27,414 -608 -2.17 5,434 5.78 2.4409
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,022 21,172 309.08 5,137 342.84 2.4571
2017-08-09 2017-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 6,850 -18,179 -72.63 1,160 -72.20 1.1570
2017-05-11 2017-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 25,029 1,300 5.48 4,172 7.89 2.3709
2017-02-09 2016-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 23,729 969 4.26 3,867 17.61 2.3521
2016-10-31 2016-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 22,760 1,000 4.60 3,288 4.35 2.0366
2016-08-12 2016-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 21,760 2,172 11.09 3,151 13.35 2.4645
2016-05-12 2016-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 19,588 14,903 318.10 2,780 349.11 2.2061
2016-02-11 2015-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 4,685 50 1.08 619 2.48 0.5009
2015-11-05 2015-09-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 4,635 1,350 41.10 604 35.12 0.5582
2015-07-30 2015-06-30 13F Berkshire Hathaway Cl B CL B NEW 084670702 3,285 0 0.00 447 -5.70 0.4060
2015-04-23 2015-03-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 3,285 0 0.00 474 -3.85 0.4307
2015-02-12 2014-12-31 13F Berkshire Hathaway Cl B CL B NEW 084670702 3,285 3,285 493 0.4465
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.