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 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.06K- 2.74% |
$914K - $1.1M
|
73.3K
$35.6M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.07K- 1.93% |
$915K - $1.11M
|
105K
$51M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.08K- 15.08% |
$923K - $1.11M
|
11.7K
$5.69M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.1K- 7.8% |
$929K - $1.12M
|
24.8K
$12M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.12K- 0.76% |
$937K - $1.13M
|
277K
$134M
|
|
May 13, 2025
Q1 2025
|
English Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 60.72% |
$938K - $1.13M
|
1.37K
$665K
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.13K- 1.22% |
$941K - $1.14M
|
173K
$83.7M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.14K- 99.3% |
$945K - $1.14M
|
15
$7.28K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.15K- 5.43% |
$950K - $1.15M
|
37.3K
$18.1M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.15K- 54.0% |
$950K - $1.15M
|
1.83K
$887K
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.15K- 4.83% |
$952K - $1.15M
|
42.3K
$20.5M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 3.79% |
$957K - $1.16M
|
54.9K
$26.6M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.16K- 8.12% |
$957K - $1.16M
|
24.5K
$11.9M
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.17K- 16.41% |
$958K - $1.16M
|
11K
$5.35M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.17K- 4.91% |
$962K - $1.16M
|
42.1K
$20.4M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.18K- 1.61% |
$965K - $1.17M
|
133K
$64.7M
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.22K- 0.44% |
$982K - $1.19M
|
503K
$244M
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.25K- 14.35% |
$995K - $1.2M
|
13.4K
$6.51M
|
|
May 15, 2025
Q1 2025
|
Steginsky Capital LLC
|
SELL
|
- |
-2.26K- 3.53% |
$1M - $1.21M
|
61.8K
$30M
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2.27K- 1.65% |
$1M - $1.21M
|
135K
$65.7M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.27K- 2.91% |
$1.01M - $1.21M
|
75.8K
$36.8M
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.29K- 1.6% |
$1.01M - $1.22M
|
140K
$68M
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.3K- 3.79% |
$1.02M - $1.23M
|
58.4K
$28.3M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.31K- 34.65% |
$1.02M - $1.23M
|
4.36K
$2.11M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.31K- 1.1% |
$1.02M - $1.24M
|
209K
$101M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.32K- 4.01% |
$1.03M - $1.24M
|
55.5K
$26.9M
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-2.32K- 7.41% |
$1.03M - $1.24M
|
29K
$14.1M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.33K- 22.58% |
$1.03M - $1.25M
|
7.99K
$3.88M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.34K- 15.93% |
$1.04M - $1.25M
|
12.3K
$5.99M
|
|
May 15, 2025
Q1 2025
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.29% |
$1.05M - $1.26M
|
735
$356K
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.37K- 33.1% |
$1.05M - $1.27M
|
4.8K
$2.33M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.38K- 1.31% |
$1.05M - $1.27M
|
179K
$86.9M
|
|
May 15, 2025
Q1 2025
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2.38K- 0.75% |
$1.05M - $1.27M
|
315K
$153M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.39K- 17.92% |
$1.06M - $1.28M
|
11K
$5.31M
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-2.39K- 14.13% |
$1.06M - $1.28M
|
14.6K
$7.06M
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-2.43K- 1.64% |
$1.07M - $1.3M
|
145K
$70.5M
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 8.29% |
$1.08M - $1.3M
|
27K
$13.1M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.46K- 2.07% |
$1.09M - $1.32M
|
116K
$56.5M
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-2.51K- 35.84% |
$1.11M - $1.34M
|
4.49K
$2.18M
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.52K- 20.7% |
$1.11M - $1.34M
|
9.64K
$4.67M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.52K- 0.36% |
$1.11M - $1.35M
|
696K
$338M
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.53K- 9.5% |
$1.12M - $1.35M
|
24.1K
$11.7M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.56K- 53.17% |
$1.13M - $1.37M
|
2.25K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.56K- 1.08% |
$1.13M - $1.37M
|
235K
$114M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.58K- 14.48% |
$1.14M - $1.38M
|
15.2K
$7.39M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.6K- 4.92% |
$1.15M - $1.39M
|
50.3K
$24.4M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.63K- 13.88% |
$1.16M - $1.4M
|
16.3K
$7.9M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.63K- 1.57% |
$1.16M - $1.41M
|
165K
$79.9M
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.65K- 46.98% |
$1.17M - $1.42M
|
2.99K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.66K- 13.6% |
$1.18M - $1.42M
|
16.9K
$8.21M
|