Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionGraybill Bartz & Assoc Ltd
Latest Disclosed Ownership16,725 shares
Latest Disclosed Value $ 8,014,786
Graybill Bartz & Assoc Ltd reports 12.94% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Graybill Bartz & Assoc Ltd filed a 13F-HR form disclosing ownership of 16,725 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,014,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 19,210 shares of Berkshire Hathaway Inc.. This represents a change in shares of -12.94% 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)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY Stock 084670702 16,725 -2,485 -12.94 8,015 -17.00 2.4401
2026-02-13 2025-12-31 13F BERKSHIRE HATHAWAY Stock 084670702 19,210 72 0.38 9,656 0.36 2.8491
2025-11-24 2025-09-30 13F BERKSHIRE HATHAWAY Stock 084670702 19,138 186 0.98 9,622 4.51 2.9578
2025-07-31 2025-06-30 13F BERKSHIRE HATHAWAY Stock 084670702 18,952 -160 -0.84 9,206 -9.55 3.0063
2025-05-02 2025-03-31 13F BERKSHIRE HATHAWAY Stock 084670702 19,112 -274 -1.41 10,179 14.08 3.4920
2024-10-21 2024-09-30 13F BERKSHIRE HATHAWAY Stock 084670702 19,386 -241 -1.23 8,923 11.75 3.3070
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY Stock 084670702 19,627 21 0.11 7,984 -3.15 3.2406
2024-04-15 2024-03-31 13F BERKSHIRE HATHAWAY Stock 084670702 19,606 -4,456 -18.52 8,245 -3.94 3.4740
2024-02-08 2023-12-31 13F BERKSHIRE HATHAWAY Stock 084670702 24,062 -146 -0.60 8,582 1.20 3.7992
2023-11-03 2023-09-30 13F BERKSHIRE HATHAWAY Stock 084670702 24,208 -239 -0.98 8,480 1.73 4.1374
2023-07-21 2023-06-30 13F BERKSHIRE HATHAWAY Stock 084670702 24,447 -203 -0.82 8,336 9.53 3.9587
2023-04-27 2023-03-31 13F BERKSHIRE HATHAWAY Stock 084670702 24,650 233 0.95 7,611 0.91 3.8768
2023-01-23 2022-12-31 13F BERKSHIRE HATHAWAY Stock 084670702 24,417 112 0.46 7,542 16.21 4.0846
2022-10-28 2022-09-30 13F BERKSHIRE HATHAWAY Stock 084670702 24,305 163 0.68 6,490 -1.53 3.8549
2022-07-29 2022-06-30 13F BERKSHIRE HATHAWAY Stock 084670702 24,142 579 2.46 6,591 -20.74 3.6493
2022-05-12 2022-03-31 13F BERKSHIRE HATHAWAY Stock 084670702 23,563 -2,348 -9.06 8,316 7.34 4.0556
2022-01-28 2021-12-31 13F BERKSHIRE HATHAWAY Stock 084670702 25,911 216 0.84 7,747 10.47 3.5127
2021-10-22 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 25,695 551 2.19 7,013 0.36 3.4524
2021-07-27 2021-06-30 13F Berkshire Hathaway COM 084670702 25,144 -33 -0.13 6,988 8.64 3.4451
2021-04-19 2021-03-31 13F Berkshire Hathaway COM 084670702 25,177 390 1.57 6,432 11.92 3.4070
2021-01-20 2020-12-31 13F Berkshire Hathaway COM 084670702 24,787 222 0.90 5,747 9.86 3.2419
2020-10-19 2020-09-30 13F Berkshire Hathaway COM 084670702 24,565 111 0.45 5,231 19.84 3.4073
2020-07-20 2020-06-30 13F Berkshire Hathaway COM 084670702 24,454 868 3.68 4,365 1.23 3.2119
2020-04-30 2020-03-31 13F Berkshire Hathaway COM 084670702 23,586 6,383 37.10 4,312 10.68 3.8113
2020-01-24 2019-12-31 13F Berkshire Hathaway COM 084670702 17,203 316 1.87 3,896 10.90 2.4278
2019-10-24 2019-09-30 13F Berkshire Hathaway COM 084670702 16,887 16,887 3,513 2.3771
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.