Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWeatherly Asset Management L. P.
Latest Disclosed Ownership9,179 shares
Latest Disclosed Value $ 4,398,702
Weatherly Asset Management L. P. reports 1.43% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 15, 2026 - Weatherly Asset Management L. P. filed a 13F-HR form disclosing ownership of 9,179 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,398,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 9,312 shares of Berkshire Hathaway Inc.. This represents a change in shares of -1.43% 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)
2026-04-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,179 -133 -1.43 4,399 -6.03 0.3557
2026-01-16 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,312 -536 -5.44 4,681 -5.47 0.3602
2025-10-16 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,848 1,490 17.83 4,951 21.95 0.4079
2025-07-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,358 -67 -0.80 4,060 -9.52 0.3460
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,425 58 0.69 4,487 18.33 0.4022
2025-01-29 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,367 -171 -2.00 3,793 -3.49 0.3365
2024-10-29 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,538 1,668 24.28 3,930 40.62 0.3444
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 6,870 205 3.08 2,795 -0.29 0.2559
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 6,665 275 4.30 2,803 22.95 0.2711
2024-02-01 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 6,390 -566 -8.14 2,279 -6.44 0.2456
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 6,956 -135 -1.90 2,437 0.74 0.2910
2023-07-21 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,091 -15 -0.21 2,418 10.21 0.2821
2023-04-13 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,106 -730 -9.32 2,194 -9.34 0.2847
2023-01-11 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,836 -66 -0.84 2,421 14.69 0.3304
2022-10-17 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,902 -85 -1.06 2,110 -3.26 0.3032
2022-07-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,987 -30 -0.37 2,181 -22.91 0.3037
2022-05-06 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,017 -160 -1.96 2,829 15.71 0.3309
2022-01-28 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,177 -880 -9.72 2,445 -1.09 0.2712
2021-11-05 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,057 3 0.03 2,472 -1.75 0.3008
2021-08-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,054 -125 -1.36 2,516 7.29 0.3173
2021-05-05 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,179 -98 -1.06 2,345 9.02 0.3253
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,277 -100 -1.07 2,151 7.71 0.3090
2020-10-30 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,377 115 1.24 1,997 20.81 0.3222
2020-07-29 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,262 0 0.00 1,653 -2.36 0.2922
2020-05-01 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 9,262 746 8.76 1,693 -12.23 0.3702
2020-01-23 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,516 20 0.24 1,929 9.17 0.3685
2019-11-07 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 8,496 -1,625 -16.06 1,767 -18.12 0.3765
2019-07-31 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,121 -26 -0.26 2,158 5.89 0.4300
2019-05-01 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,147 50 0.50 2,038 -1.16 0.4162
2019-02-11 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,097 46 0.46 2,062 -4.18 0.4882
2018-11-08 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,051 -30 -0.30 2,152 14.35 0.4416
2018-07-31 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,081 0 0.00 1,882 -6.41 0.4391
2018-05-07 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 10,081 -102 -1.00 2,011 -0.35 0.4768
2018-01-30 2017-12-31 13F BERKSHIRE HATHAWAY INC D COMMON 084670702 10,183 2,460 31.85 2,018 42.51 0.4878
2017-10-20 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,723 342 4.63 1,416 13.28 0.3756
2017-07-27 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,381 0 0.00 1,250 1.63 0.3519
2017-04-28 2017-03-31 13F BERKSHIRE HATHAWAY INC D COMMON 084670702 7,381 75 1.03 1,230 3.27 0.3633
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY INC DE COMMON 084670702 7,306 -229 -3.04 1,191 9.37 0.3792
2016-10-31 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,535 150 2.03 1,089 1.87 0.3612
2016-08-06 2016-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,385 55 0.75 1,069 2.89 0.3528
2016-08-05 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,127 -203 992 0.4226
2016-04-21 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 7,330 612 9.11 1,039 17.14 0.3592
2016-02-09 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL COMMON 084670702 6,718 837 14.23 887 15.80 0.3139
2015-11-05 2015-09-30 13F/A-1 BERKSHIRE HATHAWAY COMMON 084670702 5,881 37 0.63 766 -3.65 0.3096
2015-10-15 2015-09-30 13F BERKSHIRE HATHAWAY COMMON 084670702 5,881 37 766 0.3103
2015-07-30 2015-06-30 13F BERKSHIRE HATHAWAY COMMON 084670702 5,844 0 0.00 795 -5.69 0.3028
2015-04-30 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COMMON 084670702 5,844 5,844 0.00 843 0.3370
2015-02-05 2014-12-31 13F BERKSHIRE HATHAWAY IN COMMON 084670702 0 -5,596 -100.00 0 -100.00
2014-10-03 2014-09-30 13F BERKSHIRE HATHAWAY IN COMMON 084670702 5,596 0 0.00 773 9.18 0.3328
2014-07-03 2014-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL COMMON 084670702 5,596 0 0.00 708 1.29 0.2966
2014-07-03 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COMMON 084670702 5,596 0 708 0.3087
2014-04-17 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COMMON 084670702 5,596 0 0.00 699 5.43 0.3244
2014-01-13 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COMMON 084670702 5,596 0 0.00 663 4.41 0.3162
2013-11-12 2013-09-30 13F BERKSHIRE HATHAWAY IN COM 084670702 5,596 0 0.00 635 1.44 0.3228
2013-08-01 2013-06-30 13F BERKSHIRE HATH COM 084670702 5,596 5,596 626 0.3452
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.