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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
615+ 28.98% |
$272K - $329K
|
2.74K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
614+ 1.51% |
$272K - $328K
|
41.3K
$20M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
608+ 14.41% |
$269K - $325K
|
4.83K
$2.34M
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
607+ 0.34% |
$269K - $324K
|
181K
$87.7M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
604New |
$267K - $323K
|
604
$293K
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
603New |
$267K - $322K
|
603
$292K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
601+ 3.43% |
$266K - $321K
|
18.1K
$8.8M
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 1.61% |
$266K - $321K
|
37.8K
$18.3M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 5.04% |
$266K - $321K
|
12.5K
$6.06M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
599+ 21.26% |
$265K - $320K
|
3.42K
$1.66M
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
597New |
$264K - $319K
|
597
$290K
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
597New |
$264K - $319K
|
597
$290K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
590+ 0.38% |
$261K - $315K
|
158K
$76.5M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
590+ 6.29% |
$261K - $315K
|
9.97K
$4.83M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
588+ 4.86% |
$260K - $314K
|
12.7K
$6.16M
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
584+ 9.92% |
$259K - $312K
|
6.47K
$3.14M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
584+ 21.13% |
$259K - $312K
|
3.35K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
583+ 24.94% |
$258K - $312K
|
2.92K
$1.42M
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
579New |
$256K - $309K
|
579
$281K
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
576+ 4.54% |
$255K - $308K
|
13.3K
$6.43M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
574New |
$254K - $307K
|
574
$278K
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
574+ 95.67% |
$254K - $307K
|
1.17K
$569K
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
574+ 9.07% |
$254K - $307K
|
6.91K
$3.35M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
572+ 284.58% |
$253K - $306K
|
773
$375K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
571+ 41.38% |
$253K - $305K
|
1.95K
$946K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
571+ 2.67% |
$253K - $305K
|
22K
$10.7M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
567New |
$251K - $303K
|
567
$275K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
565+ 34.96% |
$250K - $302K
|
2.18K
$1.06M
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
560+ 3.97% |
$248K - $299K
|
14.7K
$7.11M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
554+ 68.91% |
$245K - $296K
|
1.36K
$659K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
553+ 51.97% |
$245K - $296K
|
1.62K
$784K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
551New |
$244K - $295K
|
551
$267K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
550+ 7.71% |
$243K - $294K
|
7.69K
$3.73M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
548New |
$243K - $293K
|
548
$266K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
546New |
$242K - $292K
|
546
$265K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
545+ 10.93% |
$241K - $291K
|
5.53K
$2.68M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
545+ 41.07% |
$241K - $291K
|
1.87K
$908K
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
544+ 100.93% |
$241K - $291K
|
1.08K
$525K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
541+ 4.02% |
$239K - $289K
|
14K
$6.8M
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
540New |
$239K - $289K
|
540
$262K
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
539New |
$239K - $288K
|
539
$261K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
537+ 26.6% |
$238K - $287K
|
2.56K
$1.24M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
536+ 33.84% |
$237K - $287K
|
2.12K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
535New |
$237K - $286K
|
535
$259K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
535+ 3.86% |
$237K - $286K
|
14.4K
$6.97M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
534+ 5.3% |
$236K - $285K
|
10.6K
$5.15M
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
532+ 0.44% |
$235K - $284K
|
122K
$59.2M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
524New |
$232K - $280K
|
524
$254K
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
522+ 7.84% |
$231K - $279K
|
7.18K
$3.48M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
521+ 20.51% |
$231K - $278K
|
3.06K
$1.48M
|