Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSageworth Trust Co
Latest Disclosed Ownership2,695 shares
Latest Disclosed Value $ 1,291,444
Sageworth Trust Co reports 0.74% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 29, 2026 - Sageworth Trust Co filed a 13F-HR form disclosing ownership of 2,695 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,291,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 8, 2023 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of -0.74% 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)
2026-04-29 2026-03-31 13F BERKSHIRE HATHAWAY INC - CL B COM 084670702 2,695 -20 -0.74 1,291 -5.35 0.0555
2026-02-03 2025-12-31 13F BERKSHIRE HATHAWAY INC - CL B COM 084670702 2,715 -3,114 -53.42 1,365 -53.45 0.0585
2025-11-07 2025-09-30 13F BERKSHIRE HATHAWAY INC - CL B COM 084670702 5,829 2,577 79.24 2,930 85.56 0.1365
2025-07-21 2025-06-30 13F BERKSHIRE HATHAWAY INC - CL B COM 084670702 3,252 4 0.12 1,580 -8.68 0.0875
2025-04-28 2025-03-31 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 3,248 -58 -1.75 1,730 15.42 0.1075
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 3,306 -18 -0.54 1,499 -2.03 0.0926
2024-10-24 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 3,324 -65 -1.92 1,530 10.96 0.0912
2024-07-16 2024-06-30 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 3,389 1,516 80.94 1,379 75.10 0.0870
2024-04-16 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 1,873 -21 -1.11 788 16.59 0.0508
2024-01-23 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 1,894 -1,500 -44.20 676 -43.18 0.0461
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 3,394 0 0.00 1,189 2.68 0.0873
2023-07-26 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 3,394 -6,379 -65.27 1,157 -61.65 0.0817
2023-05-08 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 9,773 978 11.12 3,018 150,750.00 0.2231
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 8,795 -7,260 -45.22 3 -99.95 0.2159
2022-11-02 2022-09-30 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 16,055 6,907 75.50 4,287 71.69 0.3791
2022-07-28 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 9,148 6,822 293.29 2,497 204.51 0.2144
2022-05-06 2022-03-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 2,326 0 0.00 820 17.99 0.0639
2022-02-10 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 2,326 -6,818 -74.56 695 -72.16 0.0540
2021-11-09 2021-09-30 13F BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 9,144 -879 -8.77 2,496 -10.38 0.1998
2021-08-13 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 10,023 0 0.00 2,785 8.75 0.2193
2021-05-13 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 10,023 -11,021 -52.37 2,561 -47.51 0.2128
2021-02-08 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 21,044 -26,985 -56.18 4,879 -52.29 0.4442
2020-11-04 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 48,029 4,802 11.11 10,227 32.53 1.1018
2020-08-12 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 43,227 7,501 21.00 7,717 18.14 0.8622
2020-05-13 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,726 33,779 1,734.93 6,532 1,381.18 0.8029
2020-01-28 2019-12-31 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 1,947 582 42.64 441 55.28 0.0478
2019-10-31 2019-09-30 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 1,365 0 0.00 284 -2.41 0.0331
2019-07-19 2019-06-30 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 1,365 0 0.00 291 6.20 0.0344
2019-04-08 2019-03-31 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 1,365 -517 -27.47 274 -28.65 0.0339
2019-01-18 2018-12-31 13F BERKSHIRE HATHAWAY INC. CLASS COM 084670702 1,882 5 0.27 384 -4.48 0.0511
2018-10-30 2018-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 1,877 -123 -6.15 402 7.77 0.0544
2018-07-19 2018-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 373 -6.52 0.0533
2018-05-03 2018-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 399 0.76 0.0595
2018-01-31 2017-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 396 7.90 0.0689
2017-10-23 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL COM 084670702 2,000 0 0.00 367 8.26 0.0690
2017-07-24 2017-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 339 1.80 0.0672
2017-04-26 2017-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 333 2.15 0.0681
2017-01-20 2016-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 326 12.80 0.0710
2016-10-17 2016-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 289 -0.34 0.0660
2016-07-26 2016-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 290 2.11 0.0705
2016-04-12 2016-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 284 7.58 0.0685
2016-01-15 2015-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 264 1.15 0.0639
2015-10-14 2015-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 261 -4.04 0.0751
2015-08-11 2015-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 272 -5.88 0.0876
2015-05-01 2015-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 2,000 0.00 289 0.0947
2015-01-30 2014-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 0 -2,000 -100.00 0 -100.00
2014-11-07 2014-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 276 9.09 0.1013
2014-08-12 2014-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 0 0.00 253 1.20 0.0914
2014-05-12 2014-03-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 -210 -9.50 250 -4.58 0.0946
2014-02-07 2013-12-31 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,210 210 10.50 262 15.42 0.0951
2013-10-25 2013-09-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 2,000 -2,000 -50.00 227 -50.97 0.0920
2013-08-06 2013-06-30 13F BERKSHIRE HATHAWAY INC CL B NE COM 084670702 4,000 4,000 463 0.1979
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.