Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHoward Financial Services, Ltd.
Latest Disclosed Ownership15,267 shares
Latest Disclosed Value $ 7,315,946
Howard Financial Services, Ltd. reports 4.02% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 7, 2026 - Howard Financial Services, Ltd. filed a 13F-HR form disclosing ownership of 15,267 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $7,315,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1 shares of Berkshire Hathaway Inc.. This represents a change in shares of 4.02% 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)
2026-04-07 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,267 590 4.02 7,316 -0.84 0.8238
2026-01-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,677 369 2.58 7,377 2.56 0.8627
2025-10-23 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,308 304 2.17 7,193 5.75 0.8801
2025-07-02 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,004 153 1.10 6,803 -7.78 0.8943
2025-04-07 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,851 450 3.36 7,377 21.44 1.0045
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,401 835 6.64 6,074 5.03 0.8263
2024-10-08 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,566 -39 -0.31 5,784 12.80 0.8352
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,605 73 0.58 5,128 -2.70 0.8403
2024-04-16 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,532 112 0.90 5,270 18.97 0.9078
2024-01-09 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,420 1,597 14.76 4,430 16.83 0.8539
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,823 7,803 258.38 3,791 268.42 0.8692
2023-07-12 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,020 -67 -2.17 1,030 7.97 0.2457
2023-04-05 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,087 21 0.68 953 0.63 0.2322
2023-01-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,066 2,005 188.97 947 234.63 0.2488
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,061 -87 -7.58 283 -9.58 0.0917
2022-07-18 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,148 123 12.00 313 -13.54 0.1063
2022-04-20 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,025 50 5.13 362 23.97 0.1072
2022-01-27 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 975 0 0.00 292 9.77 0.0876
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 975 27 2.85 266 1.14 0.0997
2021-08-06 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 948 0 0.00 263 8.68 0.1031
2021-05-03 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 948 -30 -3.07 242 6.61 0.1087
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 978 15 1.56 227 10.73 0.1196
2020-11-12 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 963 963 205 0.1325
2020-07-29 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,218 -100.00 0 -100.00
2020-05-05 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,218 -146 -10.70 223 -27.83 0.1973
2020-01-27 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,364 10 0.74 309 9.57 0.1900
2019-11-12 2019-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,354 0 0.00 282 -2.42 0.1867
2019-10-29 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,354 0 282 186,675.8460
2019-08-05 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,354 0 0.00 289 6.25 0.1976
2019-05-14 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,354 0 0.00 272 -1.45 0.1929
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,354 1,354 276 0.2120
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.