Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHeritage Trust Co
Latest Disclosed Ownership17,661 shares
Latest Disclosed Value $ 8,463,150
Heritage Trust Co reports 12.28% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 17,661 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,463,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6 shares of Berkshire Hathaway Inc.. This represents a change in shares of 12.28% 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 COMMON STOCK 084670702 17,661 1,931 12.28 8,463 7.05 0.4880
2026-02-10 2025-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 15,730 -145 -0.91 7,907 -0.93 0.8046
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 15,875 -80 -0.50 7,981 2.97 0.8458
2025-08-12 2025-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 15,955 -14 -0.09 7,750 -8.87 0.8950
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 15,969 328 2.10 8,505 19.96 1.0310
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 15,641 -487 -3.02 7,090 8.06 0.8347
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,128 -143 -0.88 6,561 -4.12 0.8652
2024-05-10 2024-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,271 -191 -1.16 6,842 16.54 0.9163
2024-02-09 2023-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,462 -178 -1.07 5,871 0.72 0.8264
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,640 -167 -0.99 5,829 1.71 0.9097
2023-08-11 2023-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,807 694 4.31 5,731 15.20 0.8386
2023-05-12 2023-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,113 -159 -0.98 4,975 -1.01 0.7824
2023-02-10 2022-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,272 -71 -0.43 5,026 15.17 0.8187
2022-11-10 2022-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,343 -386 -2.31 4,364 -4.44 0.7631
2022-08-11 2022-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 16,729 -756 -4.32 4,567 -25.99 0.7478
2022-05-11 2022-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 17,485 -10,186 -36.81 6,171 -25.41 0.8722
2022-02-09 2021-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 27,671 260 0.95 8,273 10.59 1.0608
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 27,411 90 0.33 7,481 -1.48 1.0528
2021-08-09 2021-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 27,321 -175 -0.64 7,593 8.09 1.0854
2021-05-12 2021-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 27,496 -583 -2.08 7,025 7.91 1.0713
2021-02-11 2020-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 28,079 -689 -2.40 6,510 6.27 1.0548
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 28,768 -378 -1.30 6,126 17.76 1.1415
2020-08-04 2020-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 29,146 543 1.90 5,202 -0.52 1.0191
2020-05-11 2020-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 28,603 1,886 7.06 5,229 -13.60 1.3049
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 26,717 618 2.37 6,052 11.48 1.2096
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 26,099 185 0.71 5,429 -1.72 1.1731
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 25,914 17 0.07 5,524 6.17 1.2279
2019-05-15 2019-03-31 13F BERKSHIRE HATHAWAY COMMON STOCK 084670702 25,897 22,937 774.90 5,203 761.42 1.2013
2019-01-18 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 2,960 -217 -6.83 604 -11.18 0.2492
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,177 -167 -4.99 680 8.97 0.2439
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,344 -19 -0.56 624 -7.00 0.2345
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,363 -318 -8.64 671 -8.08 0.2508
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,681 -110 -2.90 730 5.04 0.2622
2017-11-14 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,791 60 1.61 695 9.97 0.2556
2017-08-09 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 3,731 -1,906 -33.81 632 -32.77 0.2436
2017-05-08 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COMMON STOCK 084670702 5,637 5,637 940 0.3582
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.