Berkshire Hathaway Inc.
PL ˙ WSE
1.702,00 PLN 0,00 (0,00%)
2026-05-07
DEL PRIS
SecurityPL:BRKB / Berkshire Hathaway Inc.
InstitutionSymphony Financial, Ltd. Co.
Latest Disclosed Ownership14,331 shares
Latest Disclosed Value $ 6,821,664
Symphony Financial, Ltd. Co. reports 21.43% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Symphony Financial, Ltd. Co. filed a 13F-HR form disclosing ownership of 14,331 shares of Berkshire Hathaway Inc. (PL:BRKB) valued at $26,254,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,802 shares of Berkshire Hathaway Inc.. This represents a change in shares of 21.43% during the quarter. The current value of the position is $24,391,362 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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,331 2,529 21.43 6,822 14.77 0.9035
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,802 500 4.42 5,944 4.89 0.7984
2025-10-31 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,302 -3,789 -25.11 5,667 -2.19 0.6896
2025-08-15 2025-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,091 14,412 2,122.53 5,793 1,574.28 0.7591
2025-08-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 187,540 186,861 91,039 0.4573
2025-04-23 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 679 -9,535 -93.35 347 -92.76 0.2054
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,214 -1,723 -14.43 4,781 -12.44 0.7513
2024-10-21 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,937 166 1.41 5,460 13.73 0.9026
2024-07-18 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,771 4,961 72.85 4,801 67.66 0.8767
2024-04-17 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,810 300 4.61 2,864 21.78 0.6673
2024-01-18 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,510 656 11.21 2,352 15.47 0.5058
2023-11-07 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,854 1,193 25.60 2,037 29.68 0.4988
2023-07-12 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,661 1,474 46.25 1,570 61.52 0.3855
2023-05-03 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,187 -1,421 -30.84 972 -32.92 0.2518
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,608 -25 -0.54 1,449 16.01 0.3834
2022-10-28 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,633 75 1.65 1,249 0.16 0.4084
2022-07-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,558 1,284 39.22 1,247 9.96 0.3688
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,274 55 1.71 1,134 17.15 0.2664
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,219 873 37.21 968 48.69 0.2686
2021-10-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,346 -758 -24.42 651 -24.39 0.2267
2021-07-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,104 349 12.67 861 18.76 0.2930
2021-04-15 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,755 62 2.30 725 17.89 0.1916
2021-01-13 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,693 180 7.16 615 14.95 0.2207
2020-10-09 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,513 -352 -12.29 535 4.70 0.2182
2020-07-08 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,865 -5,377 -65.24 511 -66.16 0.2471
2020-05-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,242 8,242 1,510 1.0406
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.