Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionPhocas Financial Corp.
Latest Disclosed Ownership2,237 shares
Latest Disclosed Value $ 1,071,970
Phocas Financial Corp. reports 3.24% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 1, 2026 - Phocas Financial Corp. filed a 13F-HR form disclosing ownership of 2,237 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,071,970 USD as of March 31, 2026.

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)
2026-05-01 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,237 -75 -3.24 1,072 -7.83 0.1683
2026-01-26 2025-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,312 -60 -2.53 1,162 -2.52 0.1511
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,312 -60 1,162 0.1545
2025-11-12 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,372 -40 -1.66 1,192 1.79 0.1546
2025-08-06 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 1,172 -8.80 0.1685
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 1,285 17.47 0.1969
2025-03-05 2024-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 1,093 -1.53 0.1460
2025-02-05 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 1,093 0.8137
2024-11-07 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 1,110 13.15 4.2440
2024-07-24 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 981 -3.25 3.9309
2024-05-01 2024-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 0 0.00 1,014 17.91 4.1622
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,824 2,412 1,015 4.1535
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,412 -5,495 -69.50 860 -68.94 0.1137
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,907 225 2.93 2,770 5.73 0.4027
2023-07-13 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,682 719 10.33 2,620 21.87 0.3585
2023-04-13 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,963 133 1.95 2,150 1.90 0.3082
2023-01-11 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,830 405 6.30 2,110 22.90 0.3039
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,425 515 8.71 1,716 6.32 0.2658
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,910 85 1.46 1,614 -21.50 0.2418
2022-05-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,825 2,000 52.29 2,056 79.72 0.2558
2022-02-15 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,825 0 0.00 1,144 9.58 0.1456
2021-11-16 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,825 935 32.35 1,044 30.01 0.1320
2021-08-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,890 360 14.23 803 24.30 0.1011
2021-06-22 2021-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 2,530 585 30.08 646 43.56 0.0852
2021-03-01 2020-12-31 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,945 1,945 450 0.0688
2021-02-16 2020-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,945 0 450 0.0688
2021-02-16 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,945 450
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 0 -1,270 -100.00 0 -100.00
2020-08-24 2020-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,270 0 0.00 226 -2.59 0.0401
2020-05-15 2020-03-31 13F BERKSHIRE HATHAWAY CL B NEW 084670702 1,270 0 0.00 232 -19.16 0.0467
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,270 0 0.00 287 8.71 0.0345
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,270 50 4.10 264 1.54 0.0281
2019-08-19 2019-06-30 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 1,220 50 4.27 260 10.64 0.0278
2019-08-16 2019-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,220 50 2,600,674
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,170 0 0.00 235 -1.67 0.0236
2019-02-15 2018-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,170 -300 -20.41 239 -24.13 0.0267
2018-11-15 2018-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 315 14.96 0.0276
2018-08-31 2018-06-30 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 274 0.0236
2018-08-15 2018-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 274
2018-05-23 2018-03-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 0 -100.00
2018-05-17 2018-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0
2018-02-15 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,470 0 0.00 291 0.0244
2017-11-17 2017-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 0 -100.00
2017-08-22 2017-06-30 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 249 1.63 0.0225
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 249
2017-05-15 2017-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 0 0.00 245 2.08 0.0227
2017-02-13 2016-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,470 -120 -7.55 240 4.35 0.0158
2016-11-15 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B 084670702 1,590 0 0.00 230 0.00 0.0161
2016-08-15 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,590 0 0.00 230 1.77 0.0168
2016-05-17 2016-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,590 0 0.00 226 7.62 0.0174
2016-02-12 2015-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,590 1,590 0.00 210 0.0165
2015-11-13 2015-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 0 -1,989 -100.00 0 -100.00
2015-08-12 2015-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,989 -198 -9.05 271 -14.24 0.0220
2015-05-15 2015-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 2,187 0 0.00 316 -3.66 0.0251
2015-02-12 2014-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 2,187 399 22.32 328 32.79 0.0286
2014-11-20 2014-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,788 -220 -10.96 247 -2.76 0.0221
2014-08-13 2014-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 2,008 0 0.00 254 1.20 0.0221
2014-05-14 2014-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 2,008 0 0.00 251 5.46 0.0241
2014-02-18 2013-12-31 13F/A-1 BERKSHIRE HATHAWAY CLASS B COM 084670702 2,008 -2,408 -54.53 238 -52.50 0.0219
2014-02-18 2013-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 4,416 501
2013-11-14 2013-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 4,416 73 1.68 501 3.09 0.0482
2013-08-20 2013-06-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 4,343 4,343 486 0.0508
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.