Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership4,474 shares
Latest Disclosed Value $ 2,143,855
UMA Financial Services, Inc. reports 2.70% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 4,474 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,143,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,598 shares of Berkshire Hathaway Inc.. This represents a change in shares of -2.70% 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)
2026-04-24 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,474 -124 -2.70 2,144 -7.27 0.2984
2026-01-29 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,598 -1,728 -27.32 2,311 -27.33 0.3216
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,326 1,376 27.80 3,180 32.28 0.4527
2025-07-14 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,950 186 3.90 2,405 -5.24 0.3776
2025-07-11 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,950 2,405
2025-04-28 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,764 212 4.66 2,537 22.98 0.4368
2025-02-12 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,552 487 11.98 2,063 9.73 0.3487
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,065 521 14.70 1,881 20.90 0.3394
2024-07-17 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,544 1 0.03 1,556 10.60 0.2867
2024-04-17 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,543 -55 -1.53 1,406 6.19 0.2957
2024-01-23 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,598 -73 -1.99 1,324 4.42 0.2957
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,671 10 0.27 1,268 1.28 0.3262
2023-07-05 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,661 60 1.67 1,252 7.65 0.3108
2023-04-20 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,601 -4 -0.11 1,164 3.65 0.3053
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,605 -106 -2.86 1,122 8.20 0.3029
2022-10-06 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,711 386 11.61 1,037 5.39 0.3187
2022-08-02 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,325 66 2.03 984 -7.61 0.2850
2022-05-05 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,259 -96 -2.86 1,065 -0.75 0.2828
2022-01-11 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,355 -149 -4.25 1,073 7.73 0.2814
2021-10-19 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,504 -227 -6.08 996 -3.86 0.2739
2021-07-23 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,731 -224 -5.66 1,036 -0.29 0.2967
2021-04-06 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,955 4 0.10 1,039 8.00 0.3380
2021-02-19 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,951 -529 -11.81 962 5.14 0.3274
2020-11-04 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,480 -34 -0.75 915 -4.69 0.3673
2020-08-11 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,514 -290 -6.04 960 7.14 0.3869
2020-04-23 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,804 1,718 55.67 896 27.09 0.4477
2020-01-14 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,086 -47 -1.50 705 2.77 0.3137
2019-11-26 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,133 3,133 686 0.3350
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.