BERKSHIRE HATHAWAY B
CUSIP 084670207
Berkshire Hathaway B has 13 institutional holders in Filings Flow’s 13F database, together reporting 74.3K shares worth $35M as of Q1 2026. The largest reported holders are Carter Financial Group, Inc., Ironwood Investment Counsel, LLC, and Lummis Asset Management, LP.
Institutional Holders
13
Q1 2026
Reported Value
$35M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Carter Financial Group, INC.$162M AUM | 13.58% | $21M | 42.7K | Q2 2025OLDER |
| Drystone LLC$111M AUM | 6.36% | $7M | 14.7K | Q1 2026 |
| Lummis Asset Management, LP$167M AUM | 4.47% | $7M | 15.7K | Q1 2026 |
| Ironwood Investment Counsel, LLC$694M AUM | 1.74% | $12M | 25.1K | Q1 2026 |
| GLYNN CAPITAL MANAGEMENT LLC$209M AUM | 1.05% | $5M | 9.6K | Q2 2025OLDER |
| Barton Investment Management$797M AUM | 0.62% | $5M | 10.3K | Q1 2026 |
| SFAM, LLC$108M AUM | 0.26% | $278,415 | 581 | Q1 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.16% | $589,895 | 1.2K | Q1 2026 |
| SCHULHOFF & CO INC$243M AUM | 0.13% | $317,709 | 663 | Q1 2026 |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 0.11% | $214,167 | 426 | Q3 2025OLDER |
| Accent Capital Management, LLC$206M AUM | 0.08% | $172,512 | 360 | Q1 2026 |
| Sawyer & Company, Inc$260M AUM | 0.05% | $139,447 | 291 | Q1 2026 |
| Tandem Investment Advisors, Inc.$2.0B AUM | 0.01% | $298,542 | 623 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $48,577 | 100 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $3,476 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.