Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionZhang Financial LLC
Latest Disclosed Ownership26,957 shares
Latest Disclosed Value $ 12,917,794
Zhang Financial LLC reports 3.95% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 26,957 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $12,917,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 25,933 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.95% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F BERKSHIRE HATHAWAY CL B 084670702 26,957 1,024 3.95 12,918 -0.91 0.4466
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY CL B 084670702 25,933 1,098 4.42 13,035 4.41 0.4861
2025-11-10 2025-09-30 13F BERKSHIRE HATHAWAY CL B 084670702 24,835 248 1.01 12,486 4.54 0.5073
2025-08-01 2025-06-30 13F BERKSHIRE HATHAWAY CL B 084670702 24,587 -100 -0.41 11,944 -9.16 0.5511
2025-04-15 2025-03-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,687 -121 -0.49 13,148 16.92 0.6953
2025-01-16 2024-12-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,808 1,109 4.68 11,245 3.09 0.6438
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY CL B 084670702 23,699 -601 -2.47 10,908 10.34 0.6886
2024-07-19 2024-06-30 13F BERKSHIRE HATHAWAY CL B 084670702 24,300 28 0.12 9,885 -3.15 0.6913
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,272 40 0.17 10,207 18.10 0.7562
2024-01-31 2023-12-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,232 -126 -0.52 8,643 1.36 0.7423
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY CL B 084670702 24,358 -335 -1.36 8,526 1.16 0.8641
2023-07-18 2023-06-30 13F BERKSHIRE HATHAWAY CL B 084670702 24,693 -158 -0.64 8,429 9.84 0.8649
2023-05-11 2023-03-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,851 262 1.07 7,673 1.03 0.8763
2023-05-17 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY CL B 084670702 24,589 -700 -2.77 7,596 12.47 0.9686
2023-01-17 2022-12-31 13F BERKSHIRE HATHAWAY CL B 084670702 24,589 -700 8 0.0010
2022-10-18 2022-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 25,289 164 0.65 6,753 -1.55 1.0180
2022-07-14 2022-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 25,125 714 2.92 6,859 -20.37 1.1007
2022-04-21 2022-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 24,411 320 1.33 8,614 19.59 1.4543
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 24,091 -398 -1.63 7,203 7.76 1.2766
2021-10-20 2021-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 24,489 1,652 7.23 6,684 5.31 1.5459
2021-07-26 2021-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 22,837 -148 -0.64 6,347 7.49 1.5572
2021-04-21 2021-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 22,985 -579 -2.46 5,905 7.99 1.5840
2021-01-20 2020-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 23,564 275 1.18 5,468 10.11 1.6846
2020-10-13 2020-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 23,289 -231 -0.98 4,966 17.48 1.7898
2020-07-23 2020-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 23,520 -575 -2.39 4,227 -3.80 1.6297
2020-05-06 2020-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 24,095 2,168 9.89 4,394 -11.59 1.9446
2020-01-21 2019-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 21,927 2,814 14.72 4,970 25.00 1.8940
2019-10-17 2019-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 19,113 -1,211 -5.96 3,976 -8.22 1.6798
2019-07-24 2019-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 20,324 478 2.41 4,332 8.65 1.8122
2019-05-14 2019-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 19,846 -422 -2.08 3,987 -3.65 1.7165
2019-05-16 2018-12-31 13F BERKSHIRE HATHAWAY CL A 084670702 20,268 -186 -0.91 4,138 -5.78 1.9986
2019-05-24 2018-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 20,454 1,028 5.29 4,392 20.39 2.0962
2019-05-24 2018-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 19,426 97 0.50 3,648 -3.34 1.8573
2019-05-24 2018-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 19,329 -990 -4.87 3,774 -8.29 1.9740
2019-05-23 2017-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 20,319 10 0.05 4,115 8.06 2.0084
2019-05-24 2017-09-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 20,309 -114 -0.56 3,808 9.52 1.9356
2019-05-23 2017-06-30 13F BERKSHIRE HATHAWAY CL B NEW 084670702 20,423 1,152 5.98 3,477 -11.01 1.8472
2019-05-23 2017-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 19,271 -2,517 -11.55 3,907 11.92 1.9449
2019-05-28 2016-12-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 21,788 -843 -3.72 3,491 6.76 1.8929
2019-05-28 2016-09-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 22,631 -654 -2.81 3,270 -3.00 1.7952
2019-05-28 2016-06-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 23,285 -1,453 -5.87 3,371 -3.96 1.8516
2019-05-28 2016-03-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,738 380 1.56 3,510 9.14 1.9823
2019-05-28 2015-12-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,358 -765 -3.05 3,216 -1.83 1.9267
2019-05-24 2015-09-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 25,123 -212 -0.84 3,276 -4.99 2.0861
2019-05-24 2015-06-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 25,335 -561 -2.17 3,448 -7.73 2.2162
2019-05-29 2015-03-31 13F BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 25,896 -627 -2.36 3,737 -6.15 2.3371
2019-05-31 2014-12-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 26,523 0 0.00 3,982 8.68 2.5901
2019-05-31 2014-09-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 26,523 1,493 5.96 3,664 15.66 2.5034
2019-05-31 2014-06-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 25,030 824 3.40 3,168 4.73 2.1299
2019-05-31 2014-03-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,206 1,174 5.10 3,025 10.77 2.1722
2019-05-31 2013-12-31 13F BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 23,032 0 0.00 2,731 4.48 2.0622
2019-05-31 2013-09-30 13F BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 23,032 0 0.00 2,614 1.40 2.1077
2019-05-31 2013-06-30 13F BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 23,032 -1,482 -6.05 2,578 0.94 2.2141
2019-05-31 2013-03-31 13F BERKSHIRE HATHAWAY INC DE CL B CL B NEW 084670702 24,514 -800 -3.16 2,554 12.46 2.2619
2019-05-30 2012-12-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 25,314 350 1.40 2,271 3.13 2.1692
2019-05-30 2012-09-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,964 550 2.25 2,202 8.26 2.3036
2019-05-30 2012-06-30 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,414 150 0.62 2,034 3.30 2.3299
2019-05-30 2012-03-31 13F Berkshire Hathaway Inc De Cl B CL B NEW 084670702 24,264 24,264 1,969 1.8496
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.