Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership25,359 shares
Latest Disclosed Value $ 12,152,253
Summit Financial Strategies, Inc. reports 2.50% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 25,359 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $12,152,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4 shares of Berkshire Hathaway Inc.. This represents a change in shares of -2.50% 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,359 -650 -2.50 12,152 -7.05 0.9576
2026-01-27 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,009 -402 -1.52 13,073 -1.54 1.0743
2025-10-22 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,411 22 0.08 13,278 3.57 1.1382
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,389 -108 -0.41 12,819 -9.16 1.1864
2025-05-12 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,497 -3,286 -11.03 14,112 4.53 1.4233
2025-01-22 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,783 -722 -2.37 13,500 -3.85 1.4900
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,505 -472 -1.52 14,040 11.42 1.5805
2024-07-19 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,977 -701 -2.21 12,601 -5.40 1.5671
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,678 -1,486 -4.48 13,321 12.62 1.8580
2024-02-13 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,164 -1,660 -4.77 11,828 -3.03 1.8074
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,824 -339 -0.96 12,199 1.73 2.3237
2023-07-21 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,163 -781 -2.17 11,991 8.04 2.2364
2023-04-21 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,944 -653 -1.78 11,098 -1.82 2.1864
2023-01-20 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,597 -126 -0.34 11,305 15.28 2.4341
2022-10-21 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,723 26 0.07 9,806 -2.13 2.3281
2022-07-25 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,697 -425 -1.14 10,019 -23.52 2.3459
2022-05-04 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,122 -1,086 -2.84 13,101 14.68 2.6369
2022-02-03 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,208 -840 -2.15 11,424 7.19 2.2051
2021-11-10 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,048 -485 -1.23 10,658 -2.99 2.0362
2021-08-11 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,533 6,154 18.44 10,987 28.85 2.1762
2021-05-11 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,379 -1,804 -5.13 8,527 4.52 3.0518
2021-02-05 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,183 -1,482 -4.04 8,158 4.50 2.8031
2020-11-16 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,665 -1,044 -2.77 7,807 15.99 3.1806
2020-07-31 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,709 -101 -0.27 6,731 -2.63 2.9923
2020-05-11 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,810 75 0.20 6,913 -19.12 3.7493
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,735 -1,067 -2.75 8,547 5.88 4.1810
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,802 -802 -2.03 8,072 -4.38 3.8794
2019-08-08 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,604 -951 -2.34 8,442 5.21 4.0982
2019-05-14 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,555 387 0.96 8,024 -2.17 4.0716
2019-02-06 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,168 -1,326 -3.20 8,202 -7.68 4.5999
2018-11-08 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,494 134 0.32 8,884 15.08 4.0504
2018-08-03 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,360 -633 -1.51 7,720 -7.84 3.7512
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,993 2,629 6.68 8,377 7.37 4.3385
2018-01-29 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,364 38,230 3,371.25 7,802 3,650.96 4.0834
2017-11-09 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,134 1,134 208 0.1200
2016-05-09 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -40,437 -100.00 0 -100.00
2016-02-01 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,437 40,437 0.00 5,339 4.1541
2015-08-06 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -2,234 -100.00 0 -100.00
2015-05-14 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,234 -41,133 -94.85 322 -95.06 0.2594
2015-02-13 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,367 43,367 6,512 5.2728
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.