Purchases and Sales Made in Q1 2025 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q1 2025. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
236K+ 7864666.5% |
$156B - $189B
|
236K
$171B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
18.7KNew |
$12.4B - $15B
|
18.7K
$13.6B
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
9.42K+ 5643.11% |
$6.25B - $7.56B
|
9.59K
$6.96B
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 22675.0% |
$3.01B - $3.64B
|
4.56K
$3.31B
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
684New |
$453M - $549M
|
684
$496M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
556New |
$369M - $446M
|
556
$403M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
239+ 682.86% |
$158M - $192M
|
274
$199M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
190+ 1727.27% |
$126M - $152M
|
201
$146M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
133New |
$88.2M - $107M
|
133
$96.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
125+ 31.65% |
$82.9M - $100M
|
520
$377M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
124+ 67.39% |
$82.2M - $99.4M
|
308
$224M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111+ 72.55% |
$73.6M - $89M
|
264
$192M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
80New |
$53M - $64.2M
|
80
$58.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61+ 305.0% |
$40.4M - $48.9M
|
81
$58.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
58+ 446.15% |
$38.5M - $46.5M
|
71
$51.5M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
57+ 17.48% |
$37.8M - $45.7M
|
383
$278M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
57New |
$37.8M - $45.7M
|
57
$41.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 108.16% |
$35.1M - $42.5M
|
102
$74M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
49+ 6.29% |
$32.5M - $39.3M
|
828
$601M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46New |
$30.5M - $36.9M
|
46
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
42New |
$27.8M - $33.7M
|
42
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
40+ 444.44% |
$26.5M - $32.1M
|
49
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
38+ 31.4% |
$25.2M - $30.5M
|
159
$115M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 123.33% |
$24.5M - $29.7M
|
67
$48.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
36New |
$23.9M - $28.9M
|
36
$26.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
33New |
$21.9M - $26.5M
|
33
$23.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33+ 1100.0% |
$21.9M - $26.5M
|
36
$26.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
32+ 800.0% |
$21.2M - $25.7M
|
36
$26.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 103.33% |
$20.6M - $24.9M
|
61
$44.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
28+ 9.93% |
$18.6M - $22.5M
|
310
$225M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
28New |
$18.6M - $22.5M
|
28
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27+ 0.71% |
$17.9M - $21.7M
|
3.85K
$2.79B
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
24+ 25.26% |
$15.9M - $19.2M
|
119
$86.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23+ 575.0% |
$15.2M - $18.4M
|
27
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 366.67% |
$14.6M - $17.6M
|
28
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
22New |
$14.6M - $17.6M
|
22
$16M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$13.3M - $16M
|
20
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20+ 71.43% |
$13.3M - $16M
|
48
$34.8M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19New |
$12.6M - $15.2M
|
19
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19New |
$12.6M - $15.2M
|
19
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
18+ 257.14% |
$11.9M - $14.4M
|
25
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
18New |
$11.9M - $14.4M
|
18
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
18New |
$11.9M - $14.4M
|
18
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16+ 24.24% |
$10.6M - $12.8M
|
82
$59.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16+ 25.81% |
$10.6M - $12.8M
|
78
$56.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
16New |
$10.6M - $12.8M
|
16
$11.6M
|