Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership13,720 shares
Latest Disclosed Value $ 6,574,624
Apriem Advisors reports 3.97% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 13,720 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $6,574,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,287 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.97% 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)
2026-05-14 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,720 -567 -3.97 6,575 -8.45 0.6274
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,287 -326 -2.23 7,181 -2.25 0.6591
2025-11-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,613 125 0.86 7,347 4.39 0.6950
2025-08-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,488 -9 -0.06 7,038 -8.85 0.7482
2025-05-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,497 -45 -0.31 7,721 17.13 0.9046
2025-02-05 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,542 -60 -0.41 6,592 -1.92 0.7550
2024-11-14 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,602 -1 -0.01 6,721 13.13 0.7850
2024-08-14 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,603 -96 -0.65 5,940 -3.90 0.7273
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,699 -234 -1.57 6,181 16.05 0.7765
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,933 79 0.53 5,326 2.36 0.7116
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,854 111 0.75 5,203 3.50 0.7625
2023-08-08 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,743 779 5.58 5,027 16.61 0.7538
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,964 281 2.05 4,312 2.01 0.6899
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,683 127 0.94 4,227 16.74 0.7325
2022-11-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,556 6 0.04 3,620 -2.14 0.6526
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,550 1,000 7.97 3,699 -16.48 0.6371
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,550 -77 -0.61 4,429 17.32 0.6498
2022-02-09 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,627 0 0.00 3,775 9.55 0.5342
2021-11-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,627 0 0.00 3,446 -1.80 0.4943
2021-08-10 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,627 0 0.00 3,509 8.77 0.5235
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,627 2,824 28.81 3,226 41.93 0.4998
2021-02-04 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,803 -1,721 -14.93 2,273 -7.38 0.4052
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,524 0 0.00 2,454 19.30 0.4504
2020-08-07 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,524 -15 -0.13 2,057 -2.51 0.4226
2020-05-07 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,539 748 6.93 2,110 -13.67 0.5113
2020-02-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,791 15 0.14 2,444 9.01 0.4686
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,776 -449 -4.00 2,242 -6.31 0.4970
2019-08-14 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,225 -163 -1.43 2,393 4.59 0.7496
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,388 -164 -1.42 2,288 -3.01 0.6055
2019-02-19 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,552 105 0.92 2,359 -3.75 0.8296
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY cs 084670702 11,447 137 1.21 2,451 16.11 0.5365
2018-08-14 2018-06-30 13F BERKSHIRE HATHAWAY cs 084670702 11,310 3,020 36.43 2,111 27.63 0.4742
2018-05-11 2018-03-31 13F BERKSHIRE HATHAWAY cs 084670702 8,290 0 0.00 1,654 0.67 0.4035
2018-02-14 2017-12-31 13F BERKSHIRE HATHAWAY cs 084670702 8,290 -844 -9.24 1,643 -1.85 0.4072
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY cs 084670702 9,134 -455 -4.75 1,674 3.08 0.4163
2017-08-04 2017-06-30 13F BERKSHIRE HATHAWAY cs 084670702 9,589 52 0.55 1,624 2.14 0.4303
2017-05-13 2017-03-31 13F BERKSHIRE HATHAWAY cs 084670702 9,537 0 0.00 1,590 2.32 0.4319
2017-02-14 2016-12-31 13F BERKSHIRE HATHAWAY cs 084670702 9,537 918 10.65 1,554 24.82 0.4614
2016-11-14 2016-09-30 13F BERKSHIRE HATHAWAY cs 084670702 8,619 890 11.52 1,245 11.26 0.3711
2016-08-12 2016-06-30 13F BERKSHIRE HATHAWAY cs 084670702 7,729 90 1.18 1,119 3.23 0.3638
2016-05-13 2016-03-31 13F BERKSHIRE HATHAWAY cs 084670702 7,639 43 0.57 1,084 8.08 0.4265
2016-02-09 2015-12-31 13F BERKSHIRE HATHAWAY cs 084670702 7,596 77 1.02 1,003 2.35 0.3575
2015-11-13 2015-09-30 13F BERKSHIRE HATHAWAY cs 084670702 7,519 854 12.81 980 8.05 0.3626
2015-08-14 2015-06-30 13F BERKSHIRE HATHAWAY cs 084670702 6,665 111 1.69 907 -4.12 0.3115
2015-05-07 2015-03-31 13F BERKSHIRE HATHAWAY B cs 084670702 6,554 0 0.00 946 -3.86 0.3278
2015-02-12 2014-12-31 13F BERKSHIRE HATHAWAY B cs 084670702 6,554 150 2.34 984 11.19 0.3625
2014-11-10 2014-09-30 13F BERKSHIRE HATHAWAY B cs 084670702 6,404 139 2.22 885 11.60 0.3381
2014-08-11 2014-06-30 13F BERKSHIRE HATHAWAY B cs 084670702 6,265 -50 -0.79 793 0.51 0.3028
2014-05-13 2014-03-31 13F BERKSHIRE HATHAWAY B cs 084670702 6,315 0 0.00 789 5.34 0.2984
2014-02-14 2013-12-31 13F BERKSHIRE HATHAWAY B cs 084670702 6,315 2,115 50.36 749 57.02 0.2935
2013-11-06 2013-09-30 13F BERKSHIRE HATHAWAY B cs 084670702 4,200 -200 -4.55 477 -3.05 0.2070
2013-08-15 2013-06-30 13F BERKSHIRE HATHAWAY B cs 084670702 4,400 4,400 492 0.2410
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.