Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAffiance Financial, LLC
Latest Disclosed Ownership4,356 shares
Latest Disclosed Value $ 2,087,515
Affiance Financial, LLC reports 3.12% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 14, 2026 - Affiance Financial, LLC filed a 13F-HR form disclosing ownership of 4,356 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,087,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,224 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.12% 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)
2026-04-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,356 132 3.12 2,088 -1.70 0.3383
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,224 169 4.17 2,123 4.17 0.3415
2025-10-14 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,055 359 9.71 2,039 13.54 0.3712
2025-07-10 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,696 -313 -7.81 1,796 -15.93 0.3647
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,009 -77 -1.88 2,135 15.28 0.4971
2025-01-21 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,086 17 0.42 1,852 -1.07 0.4426
2024-10-11 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,069 -12 -0.29 1,873 12.77 0.4542
2024-08-01 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,081 245 6.39 1,660 2.91 0.4333
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,836 280 7.87 1,613 27.21 0.4370
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,556 126 3.67 1,268 5.58 0.3692
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,430 83 2.48 1,202 5.26 0.6103
2023-07-12 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,347 73 2.23 1,141 12.97 0.5562
2023-04-18 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,274 11 0.34 1,011 0.20 0.5350
2023-01-20 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,263 163 5.26 1,008 21.74 0.4086
2022-10-27 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,100 16 0.52 828 -1.66 0.4666
2022-07-14 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,084 148 5.04 842 -18.73 0.4540
2022-04-19 2022-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,936 -40 -1.34 1,036 16.40 0.5036
2022-04-12 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,936 -40 1,036 0.5036
2022-02-01 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,976 -197 -6.21 890 2.77 0.3715
2021-10-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,173 0 0.00 866 -1.81 0.3766
2021-07-14 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,173 -77 -2.37 882 6.27 0.3740
2021-04-21 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,250 -151 -4.44 830 5.20 0.3700
2021-01-25 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,401 -8 -0.23 789 8.68 0.4112
2020-10-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,409 0 0.00 726 19.21 0.4193
2020-07-13 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,409 175 5.41 609 3.05 0.3311
2020-04-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,234 73 2.31 591 -17.46 0.4074
2020-01-16 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,161 -50 -1.56 716 7.19 0.3949
2019-10-10 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,211 -421 -11.59 668 -13.70 0.4055
2019-07-11 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,632 0 0.00 774 6.03 0.4732
2019-04-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,632 -149 -3.94 730 -5.44 0.4596
2019-01-11 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,781 -202 -5.07 772 -9.50 0.5100
2018-10-15 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,983 199 5.26 853 20.82 0.5623
2018-07-16 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,784 836 28.36 706 20.07 0.5398
2018-04-17 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,948 0 0.00 588 0.68 0.5195
2018-01-19 2017-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,948 0 0.00 584 8.15 0.4323
2018-01-16 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,948 0 584 0.4323
2017-12-08 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,948 0 0.00 540 8.22 0.4349
2017-12-08 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,948 609 26.04 499 27.95 0.3975
2017-12-08 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,339 0 0.00 390 2.36 0.3016
2017-12-08 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,339 0 0.00 381 12.72 0.3054
2017-12-08 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,339 0 0.00 338 -0.29 0.2747
2017-12-08 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,339 84 3.73 339 5.94 0.2867
2017-12-08 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,255 0 0.00 320 7.38 0.3065
2017-12-11 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,255 0 0.00 298 1.36 0.3060
2017-12-08 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,255 0 0.00 294 -4.23 0.3684
2017-12-08 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,255 222 10.92 307 4.78 0.3912
2017-12-08 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,033 0 0.00 293 -3.93 0.4455
2017-12-08 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,033 2,033 305 0.5357
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.