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 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
36+ 3.93% |
$15.9K - $19.2K
|
953
$462K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
36+ 0.13% |
$15.9K - $19.2K
|
27.1K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
36+ 1.58% |
$15.9K - $19.2K
|
2.31K
$1.12M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
36+ 4.27% |
$15.9K - $19.2K
|
880
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
35+ 1.01% |
$15.5K - $18.7K
|
3.49K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 1.55% |
$15.5K - $18.7K
|
2.3K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
35+ 7.13% |
$15.5K - $18.7K
|
526
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.81% |
$15.5K - $18.7K
|
4.34K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 14.17% |
$15.5K - $18.7K
|
282
$137K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
35+ 1.29% |
$15.5K - $18.7K
|
2.74K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
35+ 12.46% |
$15.5K - $18.7K
|
316
$153K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 6.51% |
$15.1K - $18.2K
|
556
$270K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
34+ 0.4% |
$15.1K - $18.2K
|
8.52K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
34+ 2.88% |
$15.1K - $18.2K
|
1.21K
$589K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
34+ 1.2% |
$15.1K - $18.2K
|
2.87K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
33+ 2.45% |
$14.6K - $17.6K
|
1.38K
$670K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.66% |
$14.6K - $17.6K
|
5.02K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
33+ 4.37% |
$14.6K - $17.6K
|
789
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33+ 0.18% |
$14.6K - $17.6K
|
18.6K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
33+ 0.06% |
$14.6K - $17.6K
|
54.3K
$26.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
32+ 3.34% |
$14.2K - $17.1K
|
990
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
32+ 5.5% |
$14.2K - $17.1K
|
614
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 0.3% |
$13.7K - $16.6K
|
10.2K
$4.96M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 1033.33% |
$13.7K - $16.6K
|
34
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
31+ 0.8% |
$13.7K - $16.6K
|
3.9K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 0.51% |
$13.3K - $16K
|
5.95K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.42% |
$13.3K - $16K
|
7.26K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
30+ 0.31% |
$13.3K - $16K
|
9.69K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
30+ 2.91% |
$13.3K - $16K
|
1.06K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 0.55% |
$13.3K - $16K
|
5.46K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
29+ 0.83% |
$12.8K - $15.5K
|
3.52K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
29+ 0.63% |
$12.8K - $15.5K
|
4.61K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 2.61% |
$12.4K - $15K
|
1.1K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
28+ 4.8% |
$12.4K - $15K
|
611
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
28+ 0.72% |
$12.4K - $15K
|
3.9K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 1.39% |
$12.4K - $15K
|
2.04K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
28+ 5.09% |
$12.4K - $15K
|
578
$280K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
28+ 0.66% |
$12.4K - $15K
|
4.27K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12.4K - $15K
|
28
$13.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.69% |
$12K - $14.4K
|
1.62K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
27+ 4.82% |
$12K - $14.4K
|
587
$285K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27+ 0.19% |
$12K - $14.4K
|
13.9K
$6.76M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
27+ 1.39% |
$12K - $14.4K
|
1.97K
$954K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
26+ 0.8% |
$11.5K - $13.9K
|
3.3K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 0.71% |
$11.5K - $13.9K
|
3.69K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$11.5K - $13.9K
|
26
$12.6K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26+ 4.0% |
$11.5K - $13.9K
|
676
$328K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
26+ 3.06% |
$11.5K - $13.9K
|
875
$424K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
26+ 0.26% |
$11.5K - $13.9K
|
9.9K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.17% |
$11.5K - $13.9K
|
15.6K
$7.55M
|