Purchases and Sales Made in Q1 2025 in Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q1 2025. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
915+ 18.57% |
$405K - $489K
|
5.84K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
915+ 6.21% |
$405K - $489K
|
15.6K
$7.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
910+ 12.01% |
$403K - $486K
|
8.49K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
908+ 1.3% |
$402K - $485K
|
70.8K
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
907+ 11.68% |
$401K - $485K
|
8.67K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
905+ 30.68% |
$401K - $484K
|
3.86K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
900+ 8.62% |
$398K - $481K
|
11.3K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
900+ 8.99% |
$398K - $481K
|
10.9K
$5.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
899+ 13.34% |
$398K - $481K
|
7.64K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
898+ 8.65% |
$398K - $480K
|
11.3K
$5.47M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
898+ 21.88% |
$398K - $480K
|
5K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
897+ 0.26% |
$397K - $479K
|
345K
$167M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
896+ 0.7% |
$397K - $479K
|
128K
$62.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
894+ 13.27% |
$396K - $478K
|
7.63K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
892+ 43.55% |
$395K - $477K
|
2.94K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
890+ 11.98% |
$394K - $476K
|
8.32K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
889+ 11.69% |
$394K - $475K
|
8.49K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
880+ 0.05% |
$390K - $470K
|
1.74M
$842M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
878+ 17.88% |
$389K - $469K
|
5.79K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
877+ 6.17% |
$388K - $469K
|
15.1K
$7.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
875+ 1.78% |
$387K - $468K
|
50K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
874+ 6.68% |
$387K - $467K
|
14K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
874+ 10.59% |
$387K - $467K
|
9.12K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
868+ 1.1% |
$384K - $464K
|
79.4K
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
866+ 4.52% |
$383K - $463K
|
20K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
865+ 8.48% |
$383K - $462K
|
11.1K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
862+ 23.98% |
$382K - $461K
|
4.46K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
862+ 15.65% |
$382K - $461K
|
6.37K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
861+ 62.89% |
$381K - $460K
|
2.23K
$1.08M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
857+ 2.04% |
$379K - $458K
|
43K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
856+ 9.08% |
$379K - $458K
|
10.3K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
853+ 0.73% |
$378K - $456K
|
117K
$56.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
848+ 3.67% |
$375K - $453K
|
24K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
846New |
$374K - $452K
|
846
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
844+ 19.17% |
$374K - $451K
|
5.25K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
841New |
$372K - $450K
|
841
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
840New |
$372K - $449K
|
840
$407K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
838+ 59.52% |
$371K - $448K
|
2.25K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
836+ 12.74% |
$370K - $447K
|
7.4K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
832+ 37.56% |
$368K - $445K
|
3.05K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
832+ 0.88% |
$368K - $445K
|
95.6K
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
820+ 25.15% |
$363K - $438K
|
4.08K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
811+ 5.63% |
$359K - $433K
|
15.2K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
808+ 25.46% |
$358K - $432K
|
3.98K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
806+ 104.4% |
$357K - $431K
|
1.58K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
802+ 5.51% |
$355K - $429K
|
15.4K
$7.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
801+ 0.35% |
$355K - $428K
|
232K
$113M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
800+ 0.42% |
$354K - $428K
|
190K
$92M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
799+ 0.4% |
$354K - $427K
|
203K
$98.4M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
797+ 4.99% |
$353K - $426K
|
16.8K
$8.14M
|