Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHolistic Planning, LLC
Latest Disclosed Ownership2,162 shares
Latest Disclosed Value $ 1,035,902
Holistic Planning, LLC reports 10.70% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Holistic Planning, LLC filed a 13F-HR form disclosing ownership of 2,162 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,035,902 USD as of March 31, 2026.

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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,162 -259 -10.70 1,036 -14.88 0.1531
2026-02-02 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,421 107 4.62 1,217 4.56 0.1890
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,314 -186 -7.44 1,163 -4.20 0.3054
2025-07-28 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,500 756 43.35 1,214 30.82 0.3476
2025-04-24 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,744 16 0.93 929 18.52 0.3145
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,728 50 2.98 783 1.42 0.2839
2024-11-01 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,678 85 5.34 772 15.40 0.3266
2024-07-22 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,593 0 0.00 670 0.00 0.5148
2024-05-01 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,593 -1 -0.06 670 17.78 0.5113
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,594 1,594 569 0.4788
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.