Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionKey FInancial Inc
Latest Disclosed Ownership5,083 shares
Latest Disclosed Value $ 2,435,774
Key FInancial Inc reports 7.10% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 24, 2026 - Key FInancial Inc filed a 13F-HR form disclosing ownership of 5,083 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,435,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2 shares of Berkshire Hathaway Inc.. This represents a change in shares of 7.10% 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)
2026-04-24 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,083 337 7.10 2,436 2.10 0.4176
2026-02-09 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,746 -1 -0.02 2,386 0.89 0.4354
2025-11-05 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,747 223 4.93 2,365 7.60 0.4370
2025-08-05 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,524 113 2.56 2,198 -6.47 0.4422
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,411 66 1.52 2,349 19.30 0.5112
2025-01-31 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,345 0 0.00 1,970 -1.50 0.4477
2024-10-29 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,345 18 0.42 2,000 13.58 0.4420
2024-07-30 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,327 596 15.97 1,760 12.24 0.4219
2024-05-13 2024-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 0 0.00 1,569 17.89 0.4001
2024-05-01 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 0 1,331 0.3636
2024-01-31 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 0 0.00 1,331 1.84 0.3637
2023-11-01 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 0 0.00 1,307 2.67 0.4407
2023-07-28 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 -671 -15.24 1,272 -6.40 0.4216
2023-05-02 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,402 656 17.51 1,359 35.90 0.4954
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,746 0 0.00 1,000 0.00 0.4726
2022-10-28 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,746 800 27.16 1,000 22.25 0.4702
2022-07-26 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,946 171 6.16 818 -16.45 0.4429
2022-04-27 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,775 68 2.51 979 21.01 0.4866
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,707 0 0.00 809 9.47 0.4052
2021-11-01 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,707 0 0.00 739 -1.86 0.4181
2021-08-02 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,707 34 1.27 753 10.25 0.4208
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,673 0 0.00 683 10.16 0.4502
2021-01-29 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,673 0 0.00 620 8.96 0.4615
2020-11-02 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,673 0 0.00 569 20.04 0.5836
2020-08-07 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,673 0 0.00 474 -3.27 0.5434
2020-05-05 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,673 163 6.49 490 -13.88 0.5026
2020-02-11 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,510 2,510 569 0.5337
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.