Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership11,200 shares
Latest Disclosed Value $ 5,367
Lsv Asset Management reports 29.11% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 11,200 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $5,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,800 shares of Berkshire Hathaway Inc.. This represents a change in shares of -29.11% 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)
2026-05-11 2026-03-31 13F Berkshire Hathaway COM 084670702 11,200 -4,600 -29.11 5 -28.57 0.0116
2026-02-06 2025-12-31 13F Berkshire Hathaway COM 084670702 15,800 -1,110 -6.56 8 -12.50 0.0173
2025-11-06 2025-09-30 13F Berkshire Hathaway COM 084670702 16,910 4,540 36.70 9 33.33 0.0188
2025-08-11 2025-06-30 13F Berkshire Hathaway COM 084670702 12,370 -9,420 -43.23 6 -45.45 0.0141
2025-05-09 2025-03-31 13F Berkshire Hathaway COM 084670702 21,790 -440 -1.98 12 10.00 0.0279
2025-02-13 2024-12-31 13F Berkshire Hathaway COM 084670702 22,230 -23,320 -51.20 10 -50.00 0.0233
2024-11-12 2024-09-30 13F Berkshire Hathaway COM 084670702 45,550 -21,470 -32.04 21 -25.93 0.0449
2024-08-06 2024-06-30 13F Berkshire Hathaway COM 084670702 67,020 -11,200 -14.32 27 -15.62 0.0597
2024-05-06 2024-03-31 13F Berkshire Hathaway COM 084670702 78,220 -12,600 -13.87 33 0.00 0.0681
2024-02-06 2023-12-31 13F Berkshire Hathaway COM 084670702 90,820 -16,970 -15.74 32 -13.51 0.0707
2023-11-03 2023-09-30 13F Berkshire Hathaway COM 084670702 107,790 -8,400 -7.23 38 -5.13 0.0878
2023-08-02 2023-06-30 13F Berkshire Hathaway COM 084670702 116,190 -18,090 -13.47 40 -4.88 0.0874
2023-05-02 2023-03-31 13F Berkshire Hathaway COM 084670702 134,280 -38,715 -22.38 41 -22.64 0.0930
2023-02-08 2022-12-31 13F Berkshire Hathaway COM 084670702 172,995 -57,695 -25.01 53 -99.91 0.1178
2022-11-07 2022-09-30 13F/A-1 Berkshire Hathaway COM 084670702 230,690 -8,400 -3.51 61,599 -5.63 0.1447
2022-11-04 2022-09-30 13F Berkshire Hathaway COM 084670702 239,090 0 65,276 0.1411
2022-08-10 2022-06-30 13F Berkshire Hathaway COM 084670702 239,090 -32,340 -11.91 65,276 -31.86 0.1411
2022-05-12 2022-03-31 13F Berkshire Hathaway COM 084670702 271,430 -50,670 -15.73 95,790 -0.54 0.1758
2022-01-28 2021-12-31 13F Berkshire Hathaway COM 084670702 322,100 -61,860 -16.11 96,308 -8.10 0.1706
2021-11-04 2021-09-30 13F Berkshire Hathaway COM 084670702 383,960 -42,800 -10.03 104,798 -11.64 0.1895
2021-08-04 2021-06-30 13F Berkshire Hathaway COM 084670702 426,760 -107,880 -20.18 118,605 -13.16 0.2017
2021-04-30 2021-03-31 13F Berkshire Hathaway COM 084670702 534,640 -292,900 -35.39 136,584 -28.82 0.2333
2021-02-08 2020-12-31 13F Berkshire Hathaway COM 084670702 827,540 -52,000 -5.91 191,881 2.45 0.3487
2020-10-23 2020-09-30 13F Berkshire Hathaway COM 084670702 879,540 -21,100 -2.34 187,289 16.49 0.3831
2020-08-05 2020-06-30 13F Berkshire Hathaway COM 084670702 900,640 54,040 6.38 160,773 3.87 0.3333
2020-05-07 2020-03-31 13F Berkshire Hathaway COM 084670702 846,600 -49,780 -5.55 154,783 -23.76 0.3740
2020-02-10 2019-12-31 13F Berkshire Hathaway COM 084670702 896,380 -14,500 -1.59 203,030 7.15 0.3164
2019-11-07 2019-09-30 13F Berkshire Hathaway COM 084670702 910,880 -28,200 -3.00 189,481 -5.35 0.3133
2019-08-08 2019-06-30 13F/A-1 Berkshire Hathaway COM 084670702 939,080 31,720 3.50 200,183 9.82 0.3225
2019-08-07 2019-06-30 13F Berkshire Hathaway COM 084670702 907,360 0 182,279
2019-05-07 2019-03-31 13F Berkshire Hathaway COM 084670702 907,360 4,430 0.49 182,279 -1.13 0.2920
2019-02-05 2018-12-31 13F Berkshire Hathaway COM 084670702 902,930 2,300 0.26 184,360 -4.39 0.3275
2018-11-06 2018-09-30 13F Berkshire Hathaway COM 084670702 900,630 -6,670 -0.74 192,833 13.87 0.2884
2018-08-08 2018-06-30 13F Berkshire Hathaway COM 084670702 907,300 -18,910 -2.04 169,347 -8.34 0.2649
2018-05-04 2018-03-31 13F Berkshire Hathaway COM 084670702 926,210 27,140 3.02 184,760 3.67 0.2935
2018-01-31 2017-12-31 13F Berkshire Hathaway COM 084670702 899,070 -42,600 -4.52 178,213 3.24 0.2813
2017-11-13 2017-09-30 13F Berkshire Hathaway COM 084670702 941,670 10,340 1.11 172,626 9.44 0.2847
2017-08-09 2017-06-30 13F Berkshire Hathaway COM 084670702 931,330 17,650 1.93 157,739 3.58 0.2809
2017-05-01 2017-03-31 13F Berkshire Hathaway COM 084670702 913,680 88,570 10.73 152,292 13.25 0.2776
2017-02-07 2016-12-31 13F Berkshire Hathaway COM 084670702 825,110 78,310 10.49 134,476 24.64 0.2475
2016-11-07 2016-09-30 13F Berkshire Hathaway COM 084670702 746,800 479,000 178.86 107,890 178.25 0.2119
2016-08-05 2016-06-30 13F Berkshire Hathaway COM 084670702 267,800 217,700 434.53 38,774 445.50 0.0793
2016-05-10 2016-03-31 13F Berkshire Hathaway COM 084670702 50,100 0 0.00 7,108 7.45 0.0149
2016-02-03 2015-12-31 13F Berkshire Hathaway COM 084670702 50,100 1,100 2.24 6,615 3.54 0.0144
2015-11-05 2015-09-30 13F Berkshire Hathaway COM 084670702 49,000 0 0.00 6,389 -4.20 0.0143
2015-08-07 2015-06-30 13F Berkshire Hathaway COM 084670702 49,000 1,500 3.16 6,669 -2.71 0.0138
2015-05-06 2015-03-31 13F Berkshire Hathaway COM 084670702 47,500 47,500 0.00 6,855 0.0142
2015-02-04 2014-12-31 13F Berkshire Hathaway COM 084670702 0 -47,500 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Berkshire Hathaway COM 084670702 47,500 0 0.00 6,561 9.15 0.0144
2014-08-06 2014-06-30 13F Berkshire Hathaway COM 084670702 47,500 -100 -0.21 6,011 1.06 0.0133
2014-04-29 2014-03-31 13F Berkshire Hathaway COM 084670702 47,600 -15,400 -24.44 5,948 -20.36 0.0139
2014-02-05 2013-12-31 13F Berkshire Hathaway COM 084670702 63,000 3,290 5.51 7,469 10.21 0.0175
2013-11-08 2013-09-30 13F Berkshire Hathaway COM 084670702 59,710 2,610 4.57 6,777 6.06 0.0174
2013-08-12 2013-06-30 13F Berkshire Hathaway COM 084670702 57,100 57,100 6,390 0.0171
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.