Berkshire Hathaway Inc.
PL ˙ WSE
1.702,00 PLN 0,00 (0,00%)
2026-05-07
DEL PRIS
SecurityPL:BRKB / Berkshire Hathaway Inc.
InstitutionAprio Wealth Management, LLC
Latest Disclosed Ownership19,566 shares
Latest Disclosed Value $ 9,376,248
Aprio Wealth Management, LLC reports 3.68% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 11, 2026 - Aprio Wealth Management, LLC filed a 13F-HR form disclosing ownership of 19,566 shares of Berkshire Hathaway Inc. (PL:BRKB) valued at $35,844,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 7 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.68% during the quarter. The current value of the position is $33,301,332 USD.

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)
2026-05-11 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,566 -748 -3.68 9,376 -8.18 0.5121
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,314 14,076 225.65 10,211 225.61 0.5860
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,238 305 5.14 3,136 8.81 0.3119
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,933 387 6.98 2,882 -2.40 0.3251
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,546 301 5.74 2,954 24.23 0.3700
2025-01-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,245 1,266 31.82 2,377 29.82 0.3469
2024-10-08 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,979 -139 -3.38 1,831 9.31 0.2929
2024-07-10 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,118 1,031 33.40 1,675 29.04 0.3052
2024-04-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,087 693 28.95 1,298 52.17 0.2544
2024-01-17 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,394 -201 -7.75 854 -6.16 0.1906
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,595 301 13.12 909 16.24 0.2497
2023-07-13 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,294 -254 -9.97 782 -0.51 0.2146
2023-04-14 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,548 -321 -11.19 787 -11.29 0.2424
2023-01-11 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,869 -35 -1.21 886 14.32 0.3117
2022-10-13 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,904 259 9.79 775 7.34 0.3113
2022-07-26 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,645 -184 -6.50 722 -27.66 0.2875
2022-04-19 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,829 106 3.89 998 22.60 0.3803
2022-01-26 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,723 -4 -0.15 814 9.41 0.3403
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,727 0 0.00 744 -1.85 0.3390
2021-07-23 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,727 9 0.33 758 20.32 0.3585
2021-01-11 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,718 478 21.34 630 32.08 0.4160
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,240 -140 -5.88 477 12.24 0.3384
2020-07-20 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,380 -4 -0.17 425 -2.52 0.4103
2020-04-16 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,384 705 41.99 436 14.74 0.5527
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,679 1,679 380 0.2801
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.