Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionNext Capital Management LLC
Latest Disclosed Ownership8,352 shares
Latest Disclosed Value $ 4,002,506
Next Capital Management LLC reports 0.76% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 7, 2026 - Next Capital Management LLC filed a 13F-HR form disclosing ownership of 8,352 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,002,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 8,289 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.76% 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)
2026-05-07 2026-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,352 63 0.76 4,003 -3.94 1.2122
2026-02-11 2025-12-31 13F BERKSHIRE HATHAWAY CLASS CLASS B COM 084670702 8,289 -160 -1.89 4,166 -1.91 1.3339
2025-11-05 2025-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,449 0 0.00 4,248 3.48 1.4177
2025-08-05 2025-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,449 1,063 14.39 4,104 4.35 1.5166
2025-05-06 2025-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 7,386 -354 -4.57 3,934 12.12 1.8869
2025-02-11 2024-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 7,740 91 1.19 3,508 4.62 1.4198
2024-11-07 2024-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 7,649 178 2.38 3,354 10.33 1.3684
2024-08-20 2024-06-30 13F BERKSHIRE HATHAWAY COM 084670702 7,471 -856 -10.28 3,039 -13.20 1.2718
2024-05-14 2024-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,327 243 3.01 3,502 21.44 1.4137
2024-01-19 2023-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,084 30 0.37 2,883 2.20 1.2273
2023-10-18 2023-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,054 48 0.60 2,821 3.33 1.2641
2023-07-27 2023-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,006 248 3.20 2,730 13.99 1.2637
2023-04-28 2023-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 7,758 -2,708 -25.87 2,395 79,733.33 1.1561
2023-01-12 2022-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 10,466 510 5.12 3 -99.89 1.7430
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 9,956 961 10.68 2,658 8.27 2.0085
2022-07-20 2022-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,995 24 0.27 2,455 -22.46 1.7839
2022-05-02 2022-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,971 63 0.71 3,166 18.89 2.1371
2022-01-14 2021-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,908 200 2.30 2,663 12.03 1.7998
2021-10-19 2021-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,708 0 0.00 2,377 -1.78 1.7260
2021-10-19 2021-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,708 0 0.00 2,420 8.76 1.5415
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,708 0 0.00 2,225 10.20 1.4475
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 8,708 -2,127 -19.63 2,019 -12.48 1.4203
2020-11-05 2020-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 10,835 -285 -2.56 2,307 16.22 1.5358
2020-07-31 2020-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 11,120 551 5.21 1,985 2.74 1.4008
2020-04-24 2020-03-31 13F/A-1 BERKSHIRE HATHAWAY COM 084670702 10,569 1,561 17.33 1,932 -35.41 1.5508
2020-04-22 2020-03-31 13F BERKSHIRE HATHAWAY COM 084670702 9,008 0 2,991 1,990,099.4052
2020-02-12 2019-12-31 13F BERKSHIRE HATHAWAY COM 084670702 9,008 -15 -0.17 2,991 59.35 2.1388
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY COM 084670702 9,023 -345 -3.68 1,877 -6.01 1.2583
2019-08-02 2019-06-30 13F BERKSHIRE HATHAWAY COM 084670702 9,368 105 1.13 1,997 7.31 1.3383
2019-05-06 2019-03-31 13F/A-1 BERKSHIRE HATHAWAY COM 084670702 9,263 0 0.00 1,861 -1.59 1.5733
2019-04-22 2019-03-31 13F VANGUARD SHORT-TERM BOND COM 084670702 9,263 0 1,861
2019-02-12 2018-12-31 13F BERKSHIRE HATHAWAY COM 084670702 9,263 9,263 1,891 1.6587
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.