Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership163,983 shares
Latest Disclosed Value $ 78,580,654
Segment Wealth Management, LLC reports 0.34% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 163,983 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $78,580,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 163,424 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.34% 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 163,983 559 0.34 78,581 -4.34 4.6104
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 163,424 2,689 1.67 82,145 1.66 4.7638
2025-10-20 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 160,735 2,989 1.89 80,808 5.45 4.8429
2025-07-21 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 157,746 -836 -0.53 76,628 -9.27 4.8635
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 158,582 7,041 4.65 84,458 22.95 5.7137
2025-01-17 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 151,541 1,535 1.02 68,691 -0.51 4.6823
2024-10-22 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 150,006 3,824 2.62 69,042 16.10 4.7446
2024-07-23 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 146,182 797 0.55 59,467 -2.73 4.3873
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 145,385 2,817 1.98 61,137 20.23 4.6454
2024-01-26 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 142,568 5,417 3.95 50,848 5.84 4.4908
2023-10-25 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 137,151 1,878 1.39 48,044 4.15 4.8837
2023-08-22 2023-06-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,273 -1,592 -1.16 46,128 9.16 4.7437
2023-07-21 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,273 -1,592 46,128 4.7890
2023-04-20 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 136,865 4,635 3.51 42,260 3.46 4.7805
2023-01-13 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 132,230 -2,555 -1.90 40,846 13.49 4.7288
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 134,785 4,302 3.30 35,990 1.03 4.4936
2022-07-20 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 130,483 3,888 3.07 35,624 -20.26 4.5217
2022-04-25 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 126,595 11,118 9.63 44,677 29.39 4.6038
2022-01-24 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 115,477 1,683 1.48 34,528 11.17 3.6215
2021-10-19 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 113,794 4,499 4.12 31,059 2.25 3.6862
2021-07-20 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 109,295 832 0.77 30,375 9.62 3.6047
2021-05-10 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 108,463 -2,206 -1.99 27,709 7.98 3.6747
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 110,669 -1,379 -1.23 25,661 7.55 3.7045
2020-10-27 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 112,048 11,699 11.66 23,860 33.20 3.8748
2020-07-15 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 100,349 728 0.73 17,913 -1.65 3.3122
2020-04-24 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 99,621 2,524 2.60 18,214 -17.18 4.0580
2020-01-23 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,097 2,635 2.79 21,992 11.92 3.7137
2019-10-22 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,462 12,815 15.70 19,650 12.91 3.8444
2019-07-29 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,647 14,647 21.86 17,404 29.30 3.5403
2019-04-30 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,000 4,801 7.72 13,460 5.98 2.8512
2019-01-31 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 62,199 15,831 34.14 12,700 27.92 3.2038
2018-11-07 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46,368 15,579 50.60 9,928 72.75 2.1630
2018-07-17 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,789 6,692 27.77 5,747 19.55 1.3556
2018-04-27 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,097 1,938 8.75 4,807 9.45 1.1954
2018-01-22 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,159 1,165 5.55 4,392 14.14 1.0616
2017-10-26 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,994 -809 -3.71 3,848 4.20 1.0208
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21,803 3,453 18.82 3,693 20.73 1.0171
2017-05-08 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,350 5,930 47.75 3,059 51.14 3.0434
2017-02-06 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,420 403 3.35 2,024 16.59 0.7426
2016-10-26 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,017 720 6.37 1,736 6.11 0.6833
2016-08-09 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,297 550 5.12 1,636 7.28 0.6753
2016-05-11 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,747 -123 -1.13 1,525 6.27 0.5693
2016-02-08 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,870 850 8.48 1,435 9.79 0.5440
2015-10-23 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,020 1,165 13.16 1,307 8.46 0.4996
2015-07-21 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,855 2,200 33.06 1,205 25.52 0.4184
2015-04-28 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,655 6,655 0.00 960 0.3207
2015-01-28 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -4,277 -100.00 0 -100.00
2014-10-28 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,277 100 2.39 591 11.72 0.2258
2014-07-28 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,177 275 7.05 529 8.40 0.2048
2014-04-25 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,902 500 14.70 488 21.09 0.2269
2014-01-17 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,402 0 0.00 403 4.40 0.1988
2013-10-17 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,402 -200 -5.55 386 -4.22 0.2101
2013-07-31 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,602 3,602 403 0.2411
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.