Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership117,536 shares
Latest Disclosed Value $ 56,323,241
Welch & Forbes Llc reports 0.92% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 117,536 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $56,323,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.92% 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 117,536 -1,095 -0.92 56,323 -5.54 0.7282
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118,631 -2,027 -1.68 59,630 -1.70 0.7224
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120,658 -528 -0.44 60,660 3.04 0.7306
2025-08-05 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,186 -1,660 -1.35 58,869 -10.02 0.7351
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 122,846 -1,582 -1.27 65,425 16.00 0.8560
2025-02-07 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 124,428 -4,665 -3.61 56,401 -5.08 0.7251
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 129,093 951 0.74 59,416 13.41 0.7561
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 128,142 -1,024 -0.79 52,390 -3.55 0.6991
2024-05-03 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 129,166 173 0.13 54,317 18.06 0.7456
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 128,993 -4,621 -3.46 46,007 -1.71 0.6949
2023-11-03 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 133,614 -2,653 -1.95 46,805 0.73 0.7739
2023-07-28 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 136,267 2,163 1.61 46,467 12.22 0.7330
2023-04-14 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134,104 1,824 1.38 41,407 1.34 0.7012
2023-02-02 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,280 -1,612 -1.20 40,861 14.29 0.7324
2022-10-31 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 133,892 1,436 1.08 35,752 -1.14 0.6982
2022-07-22 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,456 6,024 4.76 36,164 -18.95 0.6617
2022-04-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 126,432 8,126 6.87 44,619 26.14 0.7030
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118,306 2,254 1.94 35,373 11.67 0.5295
2021-10-13 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,052 4,744 4.26 31,675 2.40 0.5264
2021-07-22 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 111,308 4,389 4.10 30,934 13.25 0.5227
2021-04-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 106,919 3,540 3.42 27,315 13.95 0.5044
2021-01-20 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 103,379 887 0.87 23,971 9.83 0.4689
2020-10-23 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 102,492 1,822 1.81 21,825 21.45 0.4710
2020-07-15 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,670 6,350 6.73 17,971 4.21 0.4210
2020-04-17 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,320 21,514 29.55 17,245 4.57 0.4817
2020-01-17 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,806 -849 -1.15 16,491 7.63 0.3669
2019-10-11 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,655 -1,451 -1.93 15,322 -4.30 0.3657
2019-07-12 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75,106 -3,772 -4.78 16,010 1.03 0.3897
2019-04-29 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 78,878 -159 -0.20 15,846 -1.81 0.3975
2019-02-05 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 79,037 -2,112 -2.60 16,138 -7.11 0.4550
2018-10-17 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,149 -45 -0.06 17,374 14.64 0.4141
2018-07-16 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,194 -5,463 -6.30 15,155 -12.33 0.3918
2018-04-12 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,657 -1,512 -1.71 17,287 -1.08 0.4455
2018-01-26 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,169 -727 -0.82 17,476 7.23 0.4664
2017-11-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,896 -1,583 -1.75 16,297 6.34 0.4290
2017-07-31 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,479 -26 -0.03 15,325 1.59 0.4283
2017-07-31 2017-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,505 -1,339 -1.46 15,085 0.78 0.4318
2017-02-07 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,844 1,124 1.24 14,968 14.21 0.4479
2016-11-02 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,720 -150 -0.17 13,106 -0.40 0.4532
2016-08-02 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,870 -416 -0.46 13,158 1.58 0.4010
2016-05-05 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,286 -766 -0.83 12,953 6.57 0.4034
2016-01-27 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,052 2,375 2.65 12,155 3.94 0.3900
2015-11-05 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,677 -1,229 -1.35 11,694 -5.50 0.3903
2015-08-11 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,906 -23,117 -20.27 12,374 -24.80 0.3850
2015-04-30 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 114,023 114,023 0.00 16,455 0.4944
2015-01-27 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -116,209 -100.00 0 -100.00
2014-10-27 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 116,209 611 0.53 16,053 9.72 0.4900
2014-07-31 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 115,598 1,255 1.10 14,631 2.39 0.4618
2014-05-01 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 114,343 -4,790 -4.02 14,289 1.16 0.4526
2014-01-17 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119,133 155 0.13 14,125 4.59 0.4472
2013-10-31 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 118,978 -1,550 -1.29 13,505 0.11 0.4546
2013-08-08 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 120,528 120,528 13,490 0.4823
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.