Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAllen Capital Group, LLC
Latest Disclosed Ownership89,568 shares
Latest Disclosed Value $ 42,921,069
Allen Capital Group, LLC reports 0.67% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 27, 2026 - Allen Capital Group, LLC filed a 13F-HR form disclosing ownership of 89,568 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $42,921,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 90,168 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.67% 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)
2026-05-27 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,568 -600 -0.67 42,921 -5.30 3.8127
2026-02-09 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,168 -2,147 -2.33 45,323 -2.34 4.1525
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,315 -1,704 -1.81 46,411 1.62 4.3765
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,019 -6,036 -6.03 45,672 -14.29 4.6889
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,055 3,061 3.16 53,287 21.20 6.0118
2025-01-23 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,994 1,842 1.94 43,965 0.39 5.2705
2024-11-12 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,152 -341 -0.36 43,795 12.74 5.4269
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,493 -1,942 -1.99 38,847 -5.19 5.3259
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,435 365 0.38 40,973 18.35 5.7671
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,070 -264 -0.27 34,621 2.18 5.4683
2023-11-01 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,334 936 0.97 33,880 3.07 6.0002
2023-07-24 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,398 4,132 4.48 32,872 15.38 5.6223
2023-04-28 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 92,266 92,266 28,489 5.1733
2023-02-03 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -91,687 -100.00 0 -100.00
2022-11-09 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,687 2,110 2.36 24,482 0.11 5.6165
2022-07-27 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,577 3,189 3.69 24,456 -19.78 4.9598
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,388 546 0.64 30,487 18.78 5.7119
2022-01-31 2021-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 85,842 -760 -0.88 25,667 8.59 4.1518
2022-01-25 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50,645 -35,957 15,143 8.0714
2021-10-22 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,602 399 0.46 23,637 -1.34 4.7449
2021-07-20 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,203 -5 -0.01 23,958 8.78 4.8026
2021-04-29 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,208 -144 -0.17 22,024 10.00 4.8371
2021-01-19 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,352 167 0.19 20,022 9.42 4.8270
2020-10-20 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,185 2,725 3.27 18,298 22.82 4.5897
2020-08-05 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 83,460 21,438 34.57 14,898 31.39 3.9481
2020-04-15 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 62,022 12,202 24.49 11,339 0.49 3.4913
2020-01-22 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 49,820 3,151 6.75 11,284 16.98 2.9802
2019-10-22 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46,669 1,688 3.75 9,646 0.59 2.9826
2019-07-22 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44,981 1,980 4.60 9,589 11.01 3.0961
2019-04-30 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43,001 2,735 6.79 8,638 4.91 2.8549
2019-01-29 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,266 2,944 7.89 8,234 3.04 2.9095
2018-10-22 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 37,322 5,646 17.82 7,991 35.17 2.6546
2018-07-27 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,676 2,809 9.73 5,912 2.67 2.1824
2018-05-01 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,867 4,108 16.59 5,758 17.32 2.2320
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,759 24,759 4,908 2.1223
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.