Berkshire Hathaway Inc.
13F holders, Q2 2025 (June 30)16holders
0new positions
1sold out
$485.61avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding Berkshire Hathaway Inc. in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Carter Financial Group, INC. ($20.8M), Ironwood Investment Counsel, LLC ($12.1M) and Lummis Asset Management, LP ($7.8M).
- Company
- Berkshire Hathaway Inc.
- CUSIP
- 084670207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 6,988 shares bought and 8,984 shares sold, net −1,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Carter Financial Group, INC. | 13.58% | — | 42,731 | $20.8M |
| Ironwood Investment Counsel, LLC | 1.87% | Add +1.4% | 24,913 | $12.1M |
| Lummis Asset Management, LP | 5.10% | Reduce -0.4% | 16,294 | $7.8M |
| Drystone LLC | 6.67% | Reduce -0.3% | 14,980 | $7.3M |
| Barton Investment Management | 0.53% | No change | 10,450 | $5.1M |
| Glynn Capital Management LLC | 1.05% | Reduce -2.5% | 9,599 | $4.7M |
| Sawyer & Company, Inc | 1.13% | Add +1840.2% | 6,713 | $3.4M |
| Opus Capital Group, LLC | 0.12% | No change | 2,047 | $994K |
| Kelly Lawrence W & Associates Inc. | 0.18% | No change | 1,389 | $675K |
| West Oak Capital, LLC | 0.23% | Reduce -2.1% | 925 | $449K |
| Grassi Investment Management | 0.03% | No change | 767 | $373K |
| Schulhoff & Co. Inc. | 0.14% | Add +2.3% | 663 | $322K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -27.3% | 440 | $214K |
| Accent Capital Management, LLC | 0.09% | Add +152.6% | 437 | $212K |
| NBT Bank, N.A. | 0.00% | No change | 100 | $49K |
| Huntington National Bank | 0.00% | No change | 1 | $3K |
"% of holder's portfolio" is BERKSHIRE HATHAWAY INC's weight in each manager's 13F, not the share of Berkshire Hathaway Inc. the manager owns.