Purchases and Sales Made in Q2 2025 in Berkshire Hathaway Inc (BRK-A)
This table provides information about the institutional ownership of Berkshire Hathaway Inc (BRK-A) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
9.75K+ 54166.67% |
$7.07B - $7.89B
|
9.77K
$7.09B
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
26+ 40.63% |
$18.9M - $21M
|
90
$65.4M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
23New |
$16.7M - $18.6M
|
23
$16.7M
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
13+ 43.33% |
$9.43M - $10.5M
|
43
$31.2M
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$7.25M - $8.09M
|
10
$7.26M
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
9+ 56.25% |
$6.53M - $7.28M
|
25
$18.2M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7+ 233.33% |
$5.08M - $5.67M
|
10
$7.26M
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
6+ 42.86% |
$4.35M - $4.86M
|
20
$14.5M
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5New |
$3.63M - $4.05M
|
5
$3.63M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5+ 83.33% |
$3.63M - $4.05M
|
11
$7.99M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3New |
$2.18M - $2.43M
|
3
$2.18M
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3+ 75.0% |
$2.18M - $2.43M
|
7
$5.08M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3New |
$2.18M - $2.43M
|
3
$2.18M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2+ 66.67% |
$1.45M - $1.62M
|
5
$3.63M
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 50.0% |
$1.45M - $1.62M
|
6
$4.36M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
2+ 2.7% |
$1.45M - $1.62M
|
76
$55.2M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2+ 16.67% |
$1.45M - $1.62M
|
14
$10.2M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2New |
$1.45M - $1.62M
|
2
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.45M
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1+ 3.13% |
$725K - $809K
|
33
$24M
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 16.67% |
$725K - $809K
|
7
$5.08M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.45M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1+ 100.0% |
$725K - $809K
|
2
$1.45M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1+ 50.0% |
$725K - $809K
|
3
$2.18M
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$725K - $809K
|
4
$2.9M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 20.0% |
$725K - $809K
|
6
$4.36M
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1New |
$725K - $809K
|
1
$726K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 25.0% |
$725K - $809K
|
5
$3.63M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 11.11% |
$725K - $809K
|
8
$5.81M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1- 50.0% |
$725K - $809K
|
1
$726K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1- 33.33% |
$725K - $809K
|
2
$1.45M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 14.29% |
$725K - $809K
|
6
$4.36M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1- 2.78% |
$725K - $809K
|
35
$25.4M
|