Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership127,305 shares
Latest Disclosed Value $ 61,004,193
Merit Financial Group, LLC reports 1.09% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 127,305 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $61,004,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 125,928 shares of Berkshire Hathaway Inc.. This represents a change in shares of 1.09% 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)
2026-04-15 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 127,305 1,377 1.09 61,004 -3.62 0.3507
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 125,928 6,364 5.32 63,297 5.30 0.3818
2025-11-07 2025-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119,564 7,620 6.81 60,109 10.54 0.5522
2025-10-20 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119,564 7,620 60,109 0.5520
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 111,944 21,107 23.24 54,379 12.40 0.6064
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,837 8,308 10.07 48,378 29.33 0.7246
2025-01-15 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,529 5,613 7.30 37,409 5.67 0.6722
2024-10-17 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 76,916 -224 -0.29 35,401 12.81 0.7915
2024-08-13 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,140 3,254 4.40 31,380 5.95 0.6919
2024-05-06 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,886 15,233 25.97 29,618 41.58 0.7056
2024-02-06 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,653 -7,159 -10.88 20,919 -9.26 0.6363
2023-11-07 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,812 -677 -1.02 23,054 1.68 0.7543
2023-08-01 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,489 -101 -0.15 22,673 10.27 0.7337
2023-04-24 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,590 2,963 4.66 20,561 4.61 0.7477
2023-01-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,627 35,292 124.55 19,654 159.77 0.7110
2022-10-31 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,335 2,948 11.61 7,566 9.16 0.3283
2022-08-08 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,387 10,890 75.12 6,931 35.48 0.2145
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,497 5,011 52.83 5,116 80.39 0.3085
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,486 289 3.14 2,836 12.99 0.2782
2021-10-27 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,197 -261 -2.76 2,510 -4.53 0.2627
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,458 -196 -2.03 2,629 6.61 0.2471
2021-05-18 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,654 58 0.60 2,466 10.83 0.2580
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,596 366 3.97 2,225 13.23 0.2150
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,230 55 0.60 1,965 19.96 0.1795
2020-08-13 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,175 515 5.95 1,638 3.47 0.1630
2020-05-05 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,660 137 1.61 1,583 -17.98 0.1769
2020-01-16 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,523 6,989 455.61 1,930 505.02 0.1708
2019-11-25 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL Common Stock 084670702 1,534 330 27.41 319 24.61 0.0349
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,204 31 2.64 256 8.94 0.0300
2019-05-16 2019-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,173 -109 -8.50 235 -9.96 0.0287
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,282 -120 -8.56 261 -13.00 0.0393
2018-10-25 2018-09-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,402 170 13.80 300 31.00 0.0480
2018-08-07 2018-06-30 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,232 0 0.00 229 -6.53 0.0410
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,232 -47 -3.67 245 -3.16 0.0481
2018-02-13 2017-12-31 13F BERKSHIRE HATHAWAY Common Stock 084670702 1,279 1,279 253 0.0539
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.