Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionPlan Group Financial, LLC
Latest Disclosed Ownership6,837 shares
Latest Disclosed Value $ 3,276,290
Plan Group Financial, LLC reports 12.30% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 13, 2026 - Plan Group Financial, LLC filed a 13F-HR form disclosing ownership of 6,837 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $3,276,290 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,796 shares of Berkshire Hathaway Inc.. This represents a change in shares of -12.30% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,837 -959 -12.30 3,276 -16.39 0.7682
2026-02-03 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,796 -354 -4.34 3,919 -4.37 1.0171
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,150 4,526 124.89 4,097 132.78 1.1001
2025-08-13 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,624 329 9.98 1,760 0.28 0.5789
2025-05-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,295 2,537 334.70 1,755 411.66 0.6266
2025-01-31 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 758 0 0.00 344 -1.72 0.1815
2024-10-22 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 758 -717 -48.61 349 -41.83 0.1843
2024-08-05 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,475 -4 -0.27 600 -3.54 0.3671
2024-04-26 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,479 22 1.51 622 19.85 0.4085
2024-01-29 2023-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,457 -10 -0.68 520 1.17 0.4560
2023-11-13 2023-09-30 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,467 1,467 514 0.3702
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.