Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership18,172 shares
Latest Disclosed Value $ 8,708,022
Simon Quick Advisors, Llc reports 16.92% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 18,172 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $8,708,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 21,874 shares of Berkshire Hathaway Inc.. This represents a change in shares of -16.92% 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)
2026-05-06 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,172 -3,702 -16.92 8,708 -20.79 0.3984
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,874 -3,881 -15.07 10,995 -15.09 0.4799
2025-10-21 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,755 7,093 38.01 12,948 42.84 0.5857
2025-10-08 2025-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,662 -13,095 -41.24 9,065 -46.40 0.4588
2025-08-04 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,658 2,901 16,836 0.6775
2025-04-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,757 4,103 14.84 16,913 34.93 0.9624
2025-01-17 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,654 347 1.27 12,535 -0.26 0.7508
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,307 1,939 7.64 12,568 21.79 0.7941
2024-08-02 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,368 487 1.96 10,320 -1.37 0.7288
2024-04-19 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,881 962 4.02 10,463 22.65 0.7840
2024-01-16 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,919 -1,826 -7.09 8,531 -5.41 0.7543
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,745 9,334 56.88 9,018 61.15 0.8506
2023-08-01 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,411 612 3.87 5,596 14.72 0.5167
2023-05-15 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,799 3,919 32.99 4,878 32.95 0.5288
2023-01-30 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,880 6,367 115.49 3,670 149.25 0.4353
2022-11-07 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,513 2,394 76.76 1,472 61.58 0.2081
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,119 -512 -14.10 911 -28.88 0.1193
2022-05-05 2022-03-31 13F Berkshire Hathaway Inc B COM 084670702 3,631 663 22.34 1,281 44.42 0.3631
2022-02-08 2021-12-31 13F Berkshire Hathaway Inc B COM 084670702 2,968 1,159 64.07 887 79.92 0.2371
2021-10-27 2021-09-30 13F Berkshire Hathaway Inc B COM 084670702 1,809 530 41.44 493 38.87 0.1268
2021-07-21 2021-06-30 13F Berkshire Hathaway Inc B COM 084670702 1,279 11 0.87 355 9.91 0.0939
2021-05-06 2021-03-31 13F Berkshire Hathaway COM 084670702 1,268 -35 -2.69 323 6.95 0.0950
2021-01-27 2020-12-31 13F Berkshire Hathaway COM 084670702 1,303 -667 -33.86 302 -27.92 0.0911
2020-10-26 2020-09-30 13F Berkshire Hathaway COM 084670702 1,970 42 2.18 419 21.80 0.1193
2020-08-04 2020-06-30 13F Berkshire Hathaway COM 084670702 1,928 30 1.58 344 -0.86 0.1303
2020-04-09 2020-03-31 13F Berkshire Hathaway COM 084670702 1,898 -235 -11.02 347 -28.16 0.1288
2020-01-06 2019-12-31 13F Berkshire Hathaway COM 084670702 2,133 -214 -9.12 483 -1.02 0.1750
2019-10-16 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 2,347 382 19.44 488 16.75 0.2156
2019-08-05 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 1,965 -98 -4.75 419 0.97 0.2122
2019-04-16 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 2,063 -817 -28.37 414 -29.59 0.1726
2019-01-29 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 2,880 498 20.91 588 15.29 0.2137
2018-10-29 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 2,382 2,382 510 0.2060
2018-05-07 2018-03-31 13F Berkshire Hathaway COM 084670702 0 -3,355 -100.00 0 -100.00
2018-04-10 2017-12-31 13F/A-1 Berkshire Hathaway COM 084670702 3,355 -4,790 -58.81 719 -51.84 0.3208
2018-02-13 2017-12-31 13F Berkshire Hathaway COM 084670702 3,355 -4,790 719 0.2860
2017-11-06 2017-09-30 13F Berkshire Hathaway COM 084670702 8,145 5,465 203.92 1,493 228.85 0.5416
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 2,680 2,280 570.00 454 577.61 0.2564
2017-05-15 2017-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 400 -3,210 -88.92 67 -88.61 0.0397
2017-05-11 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 400 -3,210 67 0.0453
2017-01-24 2016-12-31 13F Berkshire Hathaway COM 084670702 3,610 3,610 588 0.4392
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.