Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
12+ 0.68% |
$5.8K - $6.48K
|
1.79K
$866K
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 2.58% |
$5.8K - $6.48K
|
478
$232K
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$771K
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
11+ 0.36% |
$5.32K - $5.94K
|
3.07K
$1.49M
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11+ 0.09% |
$5.32K - $5.94K
|
11.8K
$5.72M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
10+ 1.27% |
$4.83K - $5.4K
|
800
$388K
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10+ 2.08% |
$4.83K - $5.4K
|
491
$238K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.14% |
$4.83K - $5.4K
|
6.93K
$3.36M
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$4.83K - $5.4K
|
1.79K
$866K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10+ 0.32% |
$4.83K - $5.4K
|
3.13K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9+ 0.09% |
$4.35K - $4.86K
|
10.4K
$5.05M
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 2.47% |
$4.35K - $4.86K
|
373
$181K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.13% |
$4.35K - $4.86K
|
6.75K
$3.27M
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.66% |
$3.87K - $4.32K
|
1.22K
$593K
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7+ 1.08% |
$3.38K - $3.78K
|
657
$319K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.05M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.06% |
$3.38K - $3.78K
|
11K
$5.31M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.28% |
$3.38K - $3.78K
|
2.54K
$1.23M
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
6+ 0.02% |
$2.9K - $3.24K
|
35.1K
$17M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.19% |
$2.9K - $3.24K
|
3.16K
$1.53M
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 1.01% |
$2.42K - $2.7K
|
500
$243K
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.04% |
$2.42K - $2.7K
|
11.3K
$5.48M
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
5+ 0.7% |
$2.42K - $2.7K
|
716
$347K
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$585K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$2.42K - $2.7K
|
2.24K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.25M
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.04% |
$2.42K - $2.7K
|
11.6K
$5.64M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.93K - $2.16K
|
4.45K
$2.16M
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$364K
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.2% |
$1.45K - $1.62K
|
1.5K
$726K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.17% |
$1.45K - $1.62K
|
1.78K
$861K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.09% |
$1.45K - $1.62K
|
3.39K
$1.64M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.37% |
$1.45K - $1.62K
|
812
$394K
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.45K - $1.62K
|
10.1K
$4.92M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.58% |
$1.45K - $1.62K
|
522
$253K
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.28% |
$967 - $1.08K
|
714
$346K
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$483 - $540
|
7.13K
$3.46M
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.16% |
$483 - $540
|
641
$311K
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.07% |
$483 - $540
|
1.42K
$689K
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$485
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.96MNew |
$2.64B - $3.18B
|
5.96M
$2.89B
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.57M+ 1.73% |
$1.14B - $1.37B
|
151M
$73B
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$1.04B - $1.26B
|
2.36M
$1.14B
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67M+ 11.52% |
$741M - $895M
|
16.2M
$7.86B
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.41M+ 3.7% |
$623M - $752M
|
39.4M
$19.1B
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
872K+ 13.9% |
$386M - $466M
|
7.15M
$3.47B
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
788K+ 7.61% |
$349M - $421M
|
11.1M
$5.4B
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
784K+ 74.56% |
$347M - $419M
|
1.84M
$890M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
741K+ 10.41% |
$328M - $396M
|
7.87M
$3.81B
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
583K+ 122.04% |
$258M - $312M
|
1.06M
$515M
|