Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
997+ 4.16% |
$482K - $538K
|
24.9K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
990+ 1.78% |
$479K - $534K
|
56.6K
$27.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
984+ 6.24% |
$476K - $531K
|
16.8K
$8.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
976+ 40.7% |
$472K - $527K
|
3.37K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
943+ 19.09% |
$456K - $509K
|
5.88K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
938New |
$454K - $506K
|
938
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
937+ 16.03% |
$453K - $506K
|
6.78K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
927+ 10.25% |
$448K - $500K
|
9.98K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
900+ 10.38% |
$435K - $486K
|
9.57K
$4.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
871+ 9.46% |
$421K - $470K
|
10.1K
$4.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
853+ 7.13% |
$412K - $460K
|
12.8K
$6.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
836+ 37.61% |
$404K - $451K
|
3.06K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
816+ 11.18% |
$395K - $440K
|
8.12K
$3.94M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
728New |
$352K - $393K
|
728
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
720+ 8.17% |
$348K - $389K
|
9.53K
$4.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
685+ 1.46% |
$331K - $370K
|
47.7K
$23.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
674+ 1.21% |
$326K - $364K
|
56.3K
$27.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
659New |
$319K - $356K
|
659
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
653+ 43.56% |
$316K - $352K
|
2.15K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
643New |
$311K - $347K
|
643
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
628+ 1.57% |
$304K - $339K
|
40.6K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
621+ 1.24% |
$300K - $335K
|
50.7K
$24.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
615+ 86.99% |
$297K - $332K
|
1.32K
$641K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
600+ 9.62% |
$290K - $324K
|
6.84K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
589New |
$285K - $318K
|
589
$286K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
577+ 0.63% |
$279K - $311K
|
92.8K
$45M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
575+ 1.4% |
$278K - $310K
|
41.6K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
560+ 3.64% |
$271K - $302K
|
15.9K
$7.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
544+ 0.7% |
$263K - $294K
|
78.3K
$38M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
541+ 7.35% |
$262K - $292K
|
7.9K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
536+ 20.82% |
$259K - $289K
|
3.11K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
515+ 24.86% |
$249K - $278K
|
2.59K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
504+ 3.48% |
$244K - $272K
|
15K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 4.79% |
$242K - $270K
|
10.9K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
500+ 2.61% |
$242K - $270K
|
19.7K
$9.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
489+ 0.71% |
$236K - $264K
|
69.4K
$33.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
474+ 4.42% |
$229K - $256K
|
11.2K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
458+ 2.4% |
$221K - $247K
|
19.6K
$9.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
449+ 8.52% |
$217K - $242K
|
5.72K
$2.77M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
446+ 105.69% |
$216K - $241K
|
868
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427New |
$206K - $230K
|
427
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
425+ 5.92% |
$205K - $229K
|
7.6K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
424+ 40.57% |
$205K - $229K
|
1.47K
$712K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
420+ 10.34% |
$203K - $227K
|
4.48K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
418+ 3.95% |
$202K - $226K
|
11K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
412New |
$199K - $222K
|
412
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
411+ 6.52% |
$199K - $222K
|
6.72K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
409+ 4.71% |
$198K - $221K
|
9.08K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
404+ 4.99% |
$195K - $218K
|
8.5K
$4.12M
|