Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionPhoenix Holdings Ltd.
Latest Disclosed Ownership29,968 shares
Latest Disclosed Value $ 14,382,712
Phoenix Holdings Ltd. reports 21.15% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 11, 2026 - Phoenix Holdings Ltd. filed a 13F-HR form disclosing ownership of 29,968 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $14,382,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 38,005 shares of Berkshire Hathaway Inc.. This represents a change in shares of -21.15% 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 INC DEL CL B NEW 084670702 29,968 -8,037 -21.15 14,383 -21.73 0.0874
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,005 -2,087 -5.21 18,375 -5.46 0.1251
2025-11-13 2025-09-30 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,092 4,629 13.05 19,435 12.71 0.2369
2025-11-13 2025-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,537 6,074 20,174 0.1650
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 41,537 6,074 20,174 0.1647
2025-07-30 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,463 5,374 17.86 17,245 7.48 0.2275
2025-05-07 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,089 -1,921 -6.00 16,045 10.63 0.2456
2025-02-13 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,010 2,327 7.84 14,504 6.10 0.1978
2024-11-05 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,683 4,945 19.99 13,669 35.77 0.2019
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,738 9,932 67.08 10,068 61.84 0.1533
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,806 1,196 8.79 6,221 28.14 0.0860
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,610 -31 -0.23 4,855 0.81 0.0803
2023-12-04 2023-09-30 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,641 13,641 4,816 0.0882
2023-12-04 2023-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,641 13,641 4,816 0.0546
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,641 13,641 4,816 0.0559
2023-08-07 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -12,528 -100.00 0 -100.00
2023-05-11 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,528 2,161 20.84 3,844 20.20 0.0859
2023-02-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,367 96 0.93 3,199 15.66 0.0619
2022-11-10 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,271 9,115 788.49 2,765 777.78 0.0609
2022-08-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,156 -36 -3.02 315 -26.23 0.0064
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,192 -5,468 -82.10 427 -78.56 0.0056
2022-05-10 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,239 444
2022-02-07 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,660 -308 -4.42 1,992 4.62 0.0328
2021-10-27 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,968 6,968 1,904 0.0330
2021-08-10 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -39,895 -100.00 0 -100.00
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,895 39,895 10,193 0.2304
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -13,089 -100.00 0 -100.00
2020-08-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,089 3,137 31.52 2,197 24.55 0.0931
2020-05-20 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,952 9,952 1,764 0.0894
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.