Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership72,223 shares
Latest Disclosed Value $ 34,657,082
Stephens Inc /ar/ reports 6.37% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 72,223 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $34,657,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 67,901 shares of Berkshire Hathaway Inc.. This represents a change in shares of 6.37% 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)
2026-04-28 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,223 4,322 6.37 34,657 1.40 0.4335
2026-02-05 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,901 -1,957 -2.80 34,180 -2.81 0.4252
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,858 4,151 6.32 35,169 10.18 0.4482
2025-07-29 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,707 1,019 1.58 31,918 -7.35 0.4386
2025-05-01 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,688 -4,483 -6.48 34,451 9.88 0.5049
2025-01-28 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,171 -2,687 -3.74 31,354 -5.20 0.4396
2024-10-28 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,858 62 0.09 33,074 13.24 0.4692
2024-08-06 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 71,796 1,169 1.66 29,207 -1.66 0.4455
2024-05-15 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,627 3,949 5.92 29,700 24.89 0.4606
2024-02-13 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,678 -6,554 -8.95 23,781 -7.30 0.4102
2023-11-14 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 73,232 -14,633 -16.65 25,653 -14.38 0.4918
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 87,865 -219 -0.25 29,962 10.16 0.5390
2023-05-15 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 88,084 2,876 3.38 27,198 3.33 0.5218
2023-02-14 2022-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 85,208 6,245 7.91 26,321 24.83 0.5393
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 85,208 6,245 26 0.5393
2022-11-02 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 78,963 4,970 6.72 21,085 4.38 0.4502
2022-08-03 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 73,993 -1,309 -1.74 20,201 -23.98 0.4076
2022-05-04 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 75,302 -8,595 -10.24 26,575 5.94 0.4333
2022-03-07 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL L B NEW 084670702 83,897 381 0.46 25,085 10.05 0.3795
2021-10-27 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 83,516 -3,790 -4.34 22,795 -6.05 0.3526
2021-08-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 87,306 -2,225 -2.49 24,264 6.09 0.3633
2021-05-14 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89,531 12,208 15.79 22,872 27.57 0.3756
2021-02-10 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,323 60 0.08 17,929 8.98 0.3217
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,263 1,189 1.56 16,452 21.15 0.3239
2020-08-24 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 76,074 3,786 5.24 13,580 2.75 0.2919
2020-05-14 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,288 6,464 9.82 13,216 -11.36 0.3520
2020-02-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,824 2,391 3.77 14,909 12.99 0.3124
2019-10-18 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 63,433 8,202 14.85 13,195 12.07 0.2903
2019-08-01 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 55,231 551 1.01 11,774 7.18 0.2667
2019-05-03 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 54,680 704 1.30 10,985 -0.33 0.2606
2019-02-11 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 53,976 73 0.14 11,021 -4.51 0.3127
2018-11-14 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 53,903 53,903 11,541 0.2871
2017-11-08 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -42,581 -100.00 0 -100.00
2017-08-10 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,581 2,267 5.62 7,212 7.32 0.2474
2017-05-11 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40,314 6,305 18.54 6,720 21.23 0.2443
2017-02-09 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,009 256 0.76 5,543 13.68 0.2260
2016-11-30 2016-09-30 13F/A-2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,753 144 0.43 4,876 0.21 0.2135
2016-11-10 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,753 4,876
2016-08-05 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,609 1,245 3.85 4,866 5.97 0.2170
2016-05-05 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,364 -1,756 -5.15 4,592 1.93 0.2247
2016-02-10 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34,120 2,664 8.47 4,505 9.82 0.2259
2015-11-03 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,456 -582 -1.82 4,102 -5.94 0.2136
2015-07-29 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,038 -435 -1.34 4,361 -6.96 0.1978
2015-05-06 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 32,473 669 2.10 4,687 -1.84 0.2135
2015-02-12 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,804 851 2.75 4,775 11.67 0.2260
2014-11-14 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,953 1,896 6.53 4,276 16.29 0.2115
2014-08-15 2014-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,057 306 1.06 3,677 2.34 0.1852
2014-05-13 2014-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,751 3,348 13.18 3,593 19.29 0.1958
2014-02-14 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,403 1,057 4.34 3,012 8.97 0.1494
2013-11-06 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,346 9,574 64.81 2,764 67.21 0.1490
2013-08-12 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,772 14,772 1,653 0.0923
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.