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 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-145- 1.39% |
$64.2K - $77.5K
|
10.3K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-145- 0.54% |
$64.2K - $77.5K
|
26.7K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-145- 21.32% |
$64.2K - $77.5K
|
535
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-146- 1.87% |
$64.6K - $78K
|
7.66K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-147- 0.06% |
$65.1K - $78.6K
|
242K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-148- 1.04% |
$65.5K - $79.1K
|
14.1K
$6.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-149- 11.62% |
$66K - $79.6K
|
1.13K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-150- 15.81% |
$66.4K - $80.2K
|
799
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-150- 4.28% |
$66.4K - $80.2K
|
3.35K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 3.92% |
$66.4K - $80.2K
|
3.68K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-150- 15.61% |
$66.4K - $80.2K
|
811
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-152- 3.37% |
$67.3K - $81.2K
|
4.36K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-152- 2.4% |
$67.3K - $81.2K
|
6.19K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-152- 2.37% |
$67.3K - $81.2K
|
6.25K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-153- 4.76% |
$67.7K - $81.8K
|
3.06K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-153- 5.24% |
$67.7K - $81.8K
|
2.77K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-154- 19.44% |
$68.2K - $82.3K
|
638
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-155- 1.13% |
$68.6K - $82.9K
|
13.5K
$6.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.67% |
$69.5K - $83.9K
|
5.73K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-157- 1.77% |
$69.5K - $83.9K
|
8.7K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-158- 10.27% |
$69.9K - $84.5K
|
1.38K
$669K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-159- 2.82% |
$70.4K - $85K
|
5.49K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-159- 1.52% |
$70.4K - $85K
|
10.3K
$4.99M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-160- 26.98% |
$70.8K - $85.5K
|
433
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-160- 2.93% |
$70.8K - $85.5K
|
5.31K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-160- 5.9% |
$70.8K - $85.5K
|
2.55K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-161- 4.47% |
$71.3K - $86.1K
|
3.44K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-162- 4.15% |
$71.7K - $86.6K
|
3.74K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-163- 16.38% |
$72.2K - $87.1K
|
832
$404K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-163- 4.81% |
$72.2K - $87.1K
|
3.23K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-163- 0.32% |
$72.2K - $87.1K
|
50.4K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-163- 7.89% |
$72.2K - $87.1K
|
1.9K
$923K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-164- 0.59% |
$72.6K - $87.7K
|
27.6K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-165- 3.4% |
$73K - $88.2K
|
4.69K
$2.28M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-165- 19.53% |
$73K - $88.2K
|
680
$330K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-166- 0.68% |
$73.5K - $88.7K
|
24.2K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-166- 10.47% |
$73.5K - $88.7K
|
1.42K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-168- 0.21% |
$74.4K - $89.8K
|
79.4K
$38.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-169- 2.0% |
$74.8K - $90.3K
|
8.3K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-170- 20.21% |
$75.3K - $90.9K
|
671
$325K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-171- 1.49% |
$75.7K - $91.4K
|
11.3K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-173- 9.4% |
$76.6K - $92.5K
|
1.67K
$809K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-175- 8.99% |
$77.5K - $93.5K
|
1.77K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-175- 3.11% |
$77.5K - $93.5K
|
5.46K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-176- 2.61% |
$77.9K - $94.1K
|
6.58K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-176- 1.12% |
$77.9K - $94.1K
|
15.6K
$7.57M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-176- 14.39% |
$77.9K - $94.1K
|
1.05K
$508K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-177- 13.39% |
$78.4K - $94.6K
|
1.15K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-177- 7.51% |
$78.4K - $94.6K
|
2.18K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-179- 23.01% |
$79.2K - $95.7K
|
599
$291K
|