Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership5,597 shares
Latest Disclosed Value $ 2,682,082
SkyOak Wealth, LLC reports 3.67% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 5,597 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,682,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,399 shares of Berkshire Hathaway Inc.. This represents a change in shares of 3.67% 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)
2026-04-30 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,597 198 3.67 2,682 -1.14 0.4912
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,399 -24 -0.44 2,714 -0.48 0.4881
2025-10-23 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,423 14 0.26 2,726 3.77 0.5150
2025-07-30 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,409 -111 -2.01 2,628 -10.62 0.5280
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,520 53 0.97 2,940 18.60 0.6439
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,467 207 3.94 2,478 2.40 0.5301
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,260 -53 -1.00 2,421 11.99 0.5360
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,313 -110 -2.03 2,161 -5.22 0.5045
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,423 355 7.00 2,280 26.18 0.5457
2024-01-12 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,068 185 3.79 1,808 5.67 0.4705
2023-10-24 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,883 217 4.65 1,711 7.48 0.5000
2023-07-20 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,666 792 20.44 1,591 33.03 0.4496
2023-05-02 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,874 1,350 53.49 1,196 53.53 0.3649
2023-01-26 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,524 0 0.00 780 15.58 0.2621
2022-10-25 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,524 6 0.24 674 -1.89 0.2415
2022-07-26 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,518 33 1.33 687 -21.66 0.2346
2022-04-18 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,485 -30 -1.19 877 16.62 0.2437
2022-01-24 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,515 -54 -2.10 752 7.28 0.1912
2021-10-21 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,569 0 0.00 701 -1.82 0.1889
2021-07-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,569 -32 -1.23 714 0.56 0.1910
2021-04-29 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,601 0 0.00 710 17.74 0.1975
2021-02-02 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,601 -131 -4.80 603 3.61 0.1875
2020-11-03 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,732 -283 -9.39 582 8.18 0.2093
2020-08-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,015 440 17.09 538 14.23 0.1986
2020-05-04 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,575 716 38.52 471 11.88 0.2407
2020-02-04 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,859 1,859 421 0.1305
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.