Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSchwab Charitable Fund
Latest Disclosed Ownership737 shares
Latest Disclosed Value $ 353,170
Schwab Charitable Fund ownership in BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Schwab Charitable Fund filed a 13F-HR form disclosing ownership of 737 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $353,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.00% 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)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 737 0 0.00 353 -4.59 0.0090
2026-01-23 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 737 -161 -17.93 370 -17.96 0.0083
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 898 0 0.00 451 3.44 0.0091
2025-07-22 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 898 -418 -31.76 436 -37.71 0.0089
2025-04-09 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,316 94 7.69 701 26.58 0.0203
2025-01-16 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,222 630 106.42 554 103.31 0.0126
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 592 -91 -13.32 272 -1.81 0.0067
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 683 0 0.00 278 -3.48 0.0065
2024-05-09 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 683 0 0.00 287 18.11 0.5276
2024-01-24 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 683 0 0.00 244 1.67 0.0130
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 683 -139 -16.91 239 -14.64 0.0147
2023-07-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 822 -658 -44.46 280 -38.60 0.0181
2023-04-21 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,480 0 0.00 457 -0.22 0.0419
2023-01-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,480 0 0.00 457 15.70 0.0763
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,480 0 0.00 395 -2.23 0.0835
2022-07-29 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,480 0 0.00 404 -22.61 0.0700
2022-04-14 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,480 658 80.05 522 112.20 0.0536
2022-01-19 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 822 -159 -16.21 246 -8.21 0.0237
2021-10-14 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 0 0.00 268 -1.83 0.0479
2021-07-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 0 0.00 273 8.76 0.0307
2021-04-20 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 0 0.00 251 10.57 0.0258
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 0 0.00 227 8.61 0.0309
2020-10-23 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 981 209 0.0608
2020-04-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -981 -100.00 0 -100.00
2020-01-15 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981 -1,000 -50.48 222 -46.12 0.1196
2019-10-16 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 0 0.00 412 -2.37 0.3213
2019-07-10 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 0 0.00 422 6.03 0.3402
2019-04-09 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 0 0.00 398 -1.49 0.3337
2019-01-15 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 0 0.00 404 -4.72 0.4728
2018-10-12 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 0 0.00 424 7.34 0.3075
2018-09-27 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,981 1,981 395 0.3058
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.