Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionSWS Partners
Latest Disclosed Ownership3,991 shares
Latest Disclosed Value $ 1,912,487
SWS Partners reports 25.74% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 21, 2026 - SWS Partners filed a 13F-HR form disclosing ownership of 3,991 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,912,487 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,174 shares of Berkshire Hathaway Inc.. This represents a change in shares of 25.74% 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.

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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)
2026-04-21 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,991 817 25.74 1,912 19.87 0.4717
2026-01-16 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,174 823 35.01 1,595 35.06 0.3851
2025-10-16 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,351 -2,247 -48.87 1,182 -47.11 0.2885
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,598 1,181 34.56 2,234 22.76 0.6027
2025-05-27 2025-03-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,417 599 21.26 1,820 42.44 0.5972
2025-05-19 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,818 0 1,277 0.3868
2025-02-06 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,818 1,930 217.34 1,277 212.99 0.3868
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 888 0 0.00 409 13.02 0.1302
2024-07-17 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 888 -1,599 -64.29 361 -65.45 0.1080
2024-04-30 2024-03-31 13F Berkshire Hathaway Class B BRKB-US 084670702 2,487 1,599 180.07 1,046 230.70 0.3127
2024-02-13 2023-12-31 13F Berkshire Hathaway Class B BRKB-US 084670702 888 0 0.00 317 1.61 0.1032
2023-11-09 2023-09-30 13F Berkshire Hathaway Class B BRKB-US 084670702 888 0 0.00 311 2.98 0.1150
2023-08-17 2023-06-30 13F/A-2 Berkshire Hathaway Class B COM 084670702 888 -2,634 -74.79 303 -72.22 0.1092
2023-07-26 2023-06-30 13F Berkshire Hathaway Class B COM 084670702 2,414 -1,108 261 0.0937
2023-05-09 2023-03-31 13F Berkshire Hathaway Class B CL B NEW 084670702 3,522 3,522 1,087 0.4048
2023-01-30 2022-12-31 13F Berkshire Hathaway Class B COM 084670702 0 -838 -100.00 0 -100.00
2022-11-09 2022-09-30 13F Berkshire Hathaway Class B COM 084670702 838 0 0.00 224 -2.18 0.1038
2022-07-28 2022-06-30 13F Berkshire Hathaway Class B COM 084670702 838 0 0.00 229 -22.64 0.1928
2022-05-05 2022-03-31 13F Berkshire Hathaway Class B COM 084670702 838 838 296 0.1936
2022-01-25 2021-12-31 13F Berkshire Hathaway CL B NEW 084670702 0 -1,320 -100.00 0 -100.00
2021-11-08 2021-09-30 13F Berkshire Hathaway CL B NEW 084670702 1,320 0 0.00 360 -1.91 0.2231
2021-08-09 2021-06-30 13F Berkshire Hathaway Class B CL B NEW 084670702 1,320 -3,384 -71.94 367 -69.47 0.2388
2021-05-17 2021-03-31 13F Berkshire Hathaway Class B CL B NEW 084670702 4,704 0 0.00 1,202 10.17 0.8272
2021-03-31 2020-12-31 13F Berkshire Hathaway Class B CL B NEW 084670702 4,704 -310 -6.18 1,091 2.15 0.4862
2020-11-13 2020-09-30 13F Berkshire Hathaway Class B CL B NEW 084670702 5,014 3,314 194.94 1,068 208.67 0.5350
2019-11-15 2019-09-30 13F BERKSHIRE HATHAWAY CLASS B CL B 084670702 1,700 1,700 346 0.0126
2018-08-13 2018-06-30 13F BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 0 -25 -100.00 0 -100.00
2018-05-15 2018-03-31 13F BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 25 0 0.00 5 0.00 0.0037
2018-02-15 2017-12-31 13F BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 25 25 5 0.0038
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.