Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership32,147 shares
Latest Disclosed Value $ 15,405
Appleton Partners Inc/ma reports 3.45% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 32,147 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $15,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 33,297 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.45% 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)
2026-04-28 2026-03-31 13F BERKSHIRE HATHAWAY CS 084670702 32,147 -1,150 -3.45 15 -6.25 1.0746
2026-01-09 2025-12-31 13F BERKSHIRE HATHAWAY CS 084670702 33,297 -327 -0.97 17 0.00 1.1026
2025-11-05 2025-09-30 13F BERKSHIRE HATHAWAY CS 084670702 33,624 1,170 3.61 17 6.67 1.1345
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY CS 084670702 32,454 6,235 23.78 16 15.38 1.1156
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY CS 084670702 26,219 12,055 85.11 14 116.67 1.0791
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY CS 084670702 14,164 -98 -0.69 6 0.00 0.4745
2024-10-01 2024-09-30 13F BERKSHIRE HATHAWAY CS 084670702 14,262 -59 -0.41 7 20.00 0.4829
2024-07-02 2024-06-30 13F BERKSHIRE HATHAWAY CS 084670702 14,321 -286 -1.96 6 -16.67 0.4487
2024-04-01 2024-03-31 13F BERKSHIRE HATHAWAY CS 084670702 14,607 -976 -6.26 6 20.00 0.4768
2024-01-02 2023-12-31 13F BERKSHIRE HATHAWAY CS 084670702 15,583 -2,099 -11.87 6 -16.67 0.4482
2023-10-03 2023-09-30 13F BERKSHIRE HATHAWAY CS 084670702 17,682 -862 -4.65 6 0.00 0.5505
2023-07-10 2023-06-30 13F BERKSHIRE HATHAWAY CS 084670702 18,544 573 3.19 6 20.00 0.5339
2023-04-10 2023-03-31 13F BERKSHIRE HATHAWAY CS 084670702 17,971 436 2.49 6 0.00 0.4936
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY CS 084670702 17,535 -53 -0.30 5 -99.89 0.5132
2022-10-27 2022-09-30 13F BERKSHIRE HATHAWAY CS 084670702 17,588 -142 -0.80 4,696 -3.00 0.4698
2022-07-08 2022-06-30 13F BERKSHIRE HATHAWAY CS 084670702 17,730 3,023 20.55 4,841 -6.72 0.4578
2022-04-05 2022-03-31 13F BERKSHIRE HATHAWAY CS 084670702 14,707 1,350 10.11 5,190 29.94 0.4243
2022-02-03 2021-12-31 13F BERKSHIRE HATHAWAY CS 084670702 13,357 137 1.04 3,994 10.70 0.3006
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY CS 084670702 13,220 85 0.65 3,608 -1.15 0.3004
2021-07-07 2021-06-30 13F BERKSHIRE HATHAWAY CS 084670702 13,135 353 2.76 3,650 11.79 0.3108
2021-04-19 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL CS 084670702 12,782 -88 -0.68 3,265 9.42 0.3035
2021-01-19 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL CS 084670702 12,870 -101 -0.78 2,984 8.04 0.2938
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,971 -30 -0.23 2,762 19.00 0.3050
2020-08-14 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 13,001 -141 -1.07 2,321 -3.41 0.2779
2020-05-04 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 13,142 88 0.67 2,403 -18.74 0.3330
2020-01-13 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 13,054 363 2.86 2,957 12.01 0.3248
2019-11-04 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,691 15 0.12 2,640 -2.29 0.3187
2019-07-25 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,676 1,373 12.15 2,702 18.98 0.3340
2019-04-17 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 11,303 -70 -0.62 2,271 -2.20 0.3010
2019-01-17 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 11,373 -350 -2.99 2,322 -7.49 0.3477
2018-10-09 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 11,723 330 2.90 2,510 18.01 0.3342
2018-08-08 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 11,393 740 6.95 2,127 0.09 0.3045
2018-04-11 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 10,653 692 6.95 2,125 7.65 0.3224
2018-01-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,961 8 0.08 1,974 8.16 0.3062
2017-10-12 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 9,953 -2,053 -17.10 1,825 -10.23 0.3075
2017-07-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,006 1,865 18.39 2,033 20.30 0.3417
2017-05-01 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 10,141 -2,250 -18.16 1,690 -16.30 0.3109
2017-02-13 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,391 59 0.48 2,019 13.30 0.4081
2016-11-03 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,332 245 2.03 1,782 1.83 0.3357
2016-08-03 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,087 -500 -3.97 1,750 -2.02 0.3577
2016-04-21 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL COM 084670702 12,587 1,811 16.81 1,786 25.51 0.3530
2016-01-22 2015-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 10,776 2,319 27.42 1,423 29.01 0.2807
2015-10-15 2015-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 8,457 7 0.08 1,103 -4.09 0.2508
2015-07-15 2015-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 8,450 -525 -5.85 1,150 -11.20 0.2576
2015-04-30 2015-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 8,975 8,975 0.00 1,295 0.2921
2015-02-04 2014-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 0 -9,950 -100.00 0 -100.00
2014-11-06 2014-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 9,950 450 4.74 1,374 14.31 0.3208
2014-07-23 2014-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 9,500 100 1.06 1,202 2.30 0.2811
2014-04-30 2014-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 9,400 -100 -1.05 1,175 4.35 0.2780
2014-02-13 2013-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COMMON STOCK 084670702 9,500 2,030 27.18 1,126 32.78 0.2700
2013-10-22 2013-09-30 13F BERKSHIRE HATHAWAY INC CL B COMMON STOCK 084670702 7,470 650 9.53 848 -99.89 0.2273
2013-08-13 2013-06-30 13F BERKSHIRE HATHAWAY INC CL B COMMON STOCK 084670702 6,820 6,820 763,294 0.2201
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.