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 13, 2025
Q1 2025
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
SELL
|
- |
-99- 0.65% |
$43.8K - $52.9K
|
15.2K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-99- 1.14% |
$43.8K - $52.9K
|
8.6K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-99- 1.78% |
$43.8K - $52.9K
|
5.46K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-100- 11.9% |
$44.3K - $53.5K
|
740
$359K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-100- 16.26% |
$44.3K - $53.5K
|
515
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-100- 1.18% |
$44.3K - $53.5K
|
8.4K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.89% |
$44.3K - $53.5K
|
911
$442K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 1.79% |
$44.3K - $53.5K
|
5.48K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 1.46% |
$44.3K - $53.5K
|
6.77K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-100- 6.44% |
$44.3K - $53.5K
|
1.45K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-100- 7.16% |
$44.3K - $53.5K
|
1.3K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-100- 1.3% |
$44.3K - $53.5K
|
7.61K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 8.89% |
$44.3K - $53.5K
|
1.03K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-100- 1.9% |
$44.3K - $53.5K
|
5.17K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 0.22% |
$44.3K - $53.5K
|
46K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-101- 12.88% |
$44.7K - $54K
|
683
$331K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-101- 0.94% |
$44.7K - $54K
|
10.6K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-102- 7.64% |
$45.2K - $54.5K
|
1.23K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-102- 2.17% |
$45.2K - $54.5K
|
4.6K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-102- 2.83% |
$45.2K - $54.5K
|
3.5K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-103- 2.47% |
$45.6K - $55.1K
|
4.06K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-103- 1.51% |
$45.6K - $55.1K
|
6.71K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-103- 1.87% |
$45.6K - $55.1K
|
5.41K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-103- 1.63% |
$45.6K - $55.1K
|
6.21K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-104- 0.28% |
$46K - $55.6K
|
37.2K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-105- 11.96% |
$46.5K - $56.1K
|
773
$375K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 2.04% |
$46.5K - $56.1K
|
5.04K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-107- 0.18% |
$47.4K - $57.2K
|
59.5K
$28.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-107- 1.51% |
$47.4K - $57.2K
|
6.96K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
SELL
|
- |
-108- 8.65% |
$47.8K - $57.7K
|
1.14K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-108- 1.22% |
$47.8K - $57.7K
|
8.72K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-108- 42.19% |
$47.8K - $57.7K
|
148
$71.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-109- 10.07% |
$48.2K - $58.3K
|
973
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-109- 1.6% |
$48.2K - $58.3K
|
6.71K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-109- 7.64% |
$48.2K - $58.3K
|
1.32K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-110- 2.83% |
$48.7K - $58.8K
|
3.77K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-110- 8.87% |
$48.7K - $58.8K
|
1.13K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-110- 0.8% |
$48.7K - $58.8K
|
13.7K
$6.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-112- 14.27% |
$49.6K - $59.9K
|
673
$326K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-112- 3.77% |
$49.6K - $59.9K
|
2.86K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-113- 19.82% |
$50K - $60.4K
|
457
$222K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-113- 0.39% |
$50K - $60.4K
|
28.9K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-114- 0.75% |
$50.5K - $60.9K
|
15.2K
$7.35M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-114- 0.15% |
$50.5K - $60.9K
|
74.4K
$36.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-114- 4.5% |
$50.5K - $60.9K
|
2.42K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-114- 0.75% |
$50.5K - $60.9K
|
15K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-114- 1.28% |
$50.5K - $60.9K
|
8.79K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-115- 0.99% |
$50.9K - $61.5K
|
11.5K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-116- 18.04% |
$51.3K - $62K
|
527
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-117- 4.35% |
$51.8K - $62.5K
|
2.57K
$1.25M
|