Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionLegacy Private Trust Co.
Latest Disclosed Ownership8,410 shares
Latest Disclosed Value $ 4,030,072
Legacy Private Trust Co. reports 0.05% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 7, 2026 - Legacy Private Trust Co. filed a 13F-HR form disclosing ownership of 8,410 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,030,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 8,414 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.05% 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 8,410 -4 -0.05 4,030 -4.71 0.1372
2026-01-08 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,414 -201 -2.33 4,229 -2.36 0.1421
2025-10-08 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,615 692 8.73 4,331 12.55 0.2582
2025-07-08 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,923 -27 -0.34 3,849 -9.12 0.2486
2025-04-04 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,950 87 1.11 4,234 18.80 0.2910
2025-01-08 2024-12-31 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,863 0 0.00 3,564 -1.52 0.2332
2024-10-07 2024-09-30 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,863 101 1.30 3,619 14.63 0.2433
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,762 160 2.10 3,158 -1.22 0.2243
2024-04-10 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,602 575 8.18 3,197 27.53 0.2337
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,027 32 0.46 2,506 2.29 0.1993
2023-10-11 2023-09-30 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,995 -930 -11.74 2,450 -9.33 0.2109
2023-07-07 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,925 935 13.38 2,702 25.21 0.2235
2023-04-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,990 221 3.26 2,158 3.25 0.1840
2023-01-19 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,769 -10 -0.15 2,091 15.47 0.1890
2023-01-06 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,769 -10 2 0.1069
2022-10-06 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,779 0 0.00 1,810 -2.22 0.1718
2022-07-07 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,779 0 0.00 1,851 -22.62 0.1657
2022-04-11 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,779 264 4.05 2,392 22.79 0.1857
2022-01-12 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,515 -65 -0.99 1,948 8.46 0.1462
2021-10-12 2021-09-30 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,580 20 0.30 1,796 -1.48 0.1453
2021-07-09 2021-06-30 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,560 -24 -0.36 1,823 8.38 0.1537
2021-04-09 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,584 -185 -2.73 1,682 7.13 0.1517
2021-01-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,769 -41 -0.60 1,570 8.28 0.1483
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,810 41 0.61 1,450 20.03 0.1498
2020-07-09 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,769 -134 -1.94 1,208 -4.28 0.1331
2020-04-23 2020-03-31 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,903 -192 -2.71 1,262 -21.47 0.1638
2020-01-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,095 -87 -1.21 1,607 7.56 0.1681
2019-10-10 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,182 -155 -2.11 1,494 -4.48 0.1671
2019-07-18 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,337 1,195 19.46 1,564 26.74 0.1780
2019-04-11 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,142 112 1.86 1,234 0.24 0.1464
2019-01-16 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,030 0 0.00 1,231 -4.65 0.1590
2018-10-10 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,030 518 9.40 1,291 25.46 0.1459
2018-07-13 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,512 0 0.00 1,029 -6.45 0.1227
2018-04-13 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,512 0 0.00 1,100 0.64 0.1285
2018-01-16 2017-12-31 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,512 112 2.07 1,093 10.40 0.1276
2017-10-13 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,400 900 20.00 990 29.92 0.1205
2017-07-14 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,500 -250 -5.26 762 -3.79 0.0964
2017-04-11 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,750 -40 -0.84 792 1.41 0.1017
2017-01-12 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,790 -420 -8.06 781 3.72 0.1060
2016-10-12 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,210 -385 -6.88 753 -7.04 0.1024
2016-07-13 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,595 -1,100 -16.43 810 -14.74 0.1178
2016-04-21 2016-03-31 13F 1BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,695 -913 -12.00 950 -5.47 0.1433
2016-01-12 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,608 333 4.58 1,005 5.90 0.1528
2015-10-09 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,275 1,700 30.49 949 25.03 0.1499
2015-07-15 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,575 200 3.72 759 -2.19 0.1144
2015-04-13 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,375 0 0.00 776 -3.84 0.1139
2015-01-16 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,375 0 0.00 807 8.61 0.1184
2014-10-14 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,375 -123 -2.24 743 6.75 0.1134
2014-07-18 2014-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,498 5,498 696 0.1075
2014-07-15 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,498 5,498 696 0.1103
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.