Berkshire Hathaway Cl B
COM · CUSIP 084670207
12
institutional holders
-4 vs Q2 2025
73.2k
shares reported held*
$36.4mreported value*
1 new
2 added
4 reduced
4 sold out
net sold ≈ $29.5m (-58.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $496.98.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 17 |
| Q4 2022 | 16 |
| Q1 2023 | 17 |
| Q2 2023 | 16 |
| Q3 2023 | 14 |
| Q4 2023 | 15 |
| Q1 2024 | 15 |
| Q2 2024 | 13 |
| Q3 2024 | 15 |
| Q4 2024 | 18 |
| Q1 2025 | 16 |
| Q2 2025 | 16 |
| Q3 2025 | 12 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 2 | 5 |
| Q1 2024 | 4 | 5 |
| Q2 2024 | 3 | 5 |
| Q3 2024 | 4 | 4 |
| Q4 2024 | 3 | 7 |
| Q1 2025 | 7 | 8 |
| Q2 2025 | 4 | 6 |
| Q3 2025 | 3 | 8 |
Biggest buyers
| Ironwood Investment Counsel, LLC | Added | +427 |
| Patrick Mauro Investment Advisor, INC. | New | +426 |
| Tandem Investment Advisors, Inc. | Added | +63 |
Biggest sellers
| Carter Financial Group, INC. | Sold out | -42.7k |
| GLYNN CAPITAL MANAGEMENT LLC | Sold out | -9.6k |
| Sawyer & Company, Inc | Reduced | -6.7k |
| Accent Capital Management, LLC | Sold out | -437 |
| NBT BANK, N.A. | Sold out | -100 |
| Drystone LLC | Reduced | -90 |
| West Oak Capital, LLC | Reduced | -84 |
| Lummis Asset Management, LP | Reduced | -9 |
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| Ironwood Investment Counsel, LLC 1.86% of their portfolio | 25.3k $12.7m | Added +427 |
| Lummis Asset Management, LP 5.38% of their portfolio | 16.3k $8.2m | Reduced -9 |
| Drystone LLC 6.74% of their portfolio | 14.9k $7.5m | Reduced -90 |
| Barton Investment Management 0.54% of their portfolio | 10.4k $5.3m | Unchanged |
| Opus Capital Group, LLC 0.12% of their portfolio | 2.0k $1.0m | Unchanged |
| KELLY LAWRENCE W & ASSOCIATES INC/CA 0.17% of their portfolio | 1.4k $698.3k | Unchanged |
| West Oak Capital, LLC 0.17% of their portfolio | 841 $4.2k | Reduced -84 |
| SCHULHOFF & CO INC 0.14% of their portfolio | 663 $333.3k | Unchanged |
| Tandem Investment Advisors, Inc. 0.01% of their portfolio | 503 $253.0k | Added +63 |
| Patrick Mauro Investment Advisor, INC. 0.11% of their portfolio | 426 $214.2k | New |
| Sawyer & Company, Inc 0.06% of their portfolio | 336 $163.0k | Reduced -6.7k |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $3.5k | Unchanged |