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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
394+ 4.73% |
$190K - $213K
|
8.73K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
385+ 9.27% |
$186K - $208K
|
4.54K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
380+ 13.64% |
$184K - $205K
|
3.17K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
379+ 0.16% |
$183K - $205K
|
233K
$113M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
376+ 0.85% |
$182K - $203K
|
44.6K
$21.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
365+ 3.95% |
$176K - $197K
|
9.61K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
353+ 28.63% |
$171K - $191K
|
1.59K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
350+ 2.98% |
$169K - $189K
|
12.1K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
316+ 10.22% |
$153K - $171K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
313+ 2.28% |
$151K - $169K
|
14.1K
$6.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
299+ 2.89% |
$145K - $161K
|
10.6K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
295+ 3.21% |
$143K - $159K
|
9.5K
$4.61M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
290+ 2.7% |
$140K - $157K
|
11K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
287+ 7.46% |
$139K - $155K
|
4.13K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
284+ 3.15% |
$137K - $153K
|
9.31K
$4.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
281+ 7.16% |
$136K - $152K
|
4.2K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
268+ 62.33% |
$130K - $145K
|
698
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
263+ 21.88% |
$127K - $142K
|
1.47K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
250+ 26.18% |
$121K - $135K
|
1.21K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
248+ 2.13% |
$120K - $134K
|
11.9K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
233+ 0.4% |
$113K - $126K
|
58.5K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
231+ 2.09% |
$112K - $125K
|
11.3K
$5.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
225+ 0.24% |
$109K - $121K
|
95.8K
$46.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
218+ 3.07% |
$105K - $118K
|
7.32K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
213+ 7.87% |
$103K - $115K
|
2.92K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
211+ 4.94% |
$102K - $114K
|
4.48K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
207+ 7.27% |
$100K - $112K
|
3.06K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
195+ 6.45% |
$94.3K - $105K
|
3.22K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
188+ 46.19% |
$90.9K - $101K
|
595
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
187+ 1.09% |
$90.4K - $101K
|
17.3K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
186+ 3.9% |
$89.9K - $100K
|
4.95K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
172+ 4.59% |
$83.2K - $92.8K
|
3.92K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
168+ 1.74% |
$81.2K - $90.7K
|
9.81K
$4.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
165+ 5.3% |
$79.8K - $89.1K
|
3.28K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
153+ 1.1% |
$74K - $82.6K
|
14K
$6.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
152+ 24.64% |
$73.5K - $82K
|
769
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
143+ 2.5% |
$69.1K - $77.2K
|
5.87K
$2.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
140+ 0.14% |
$67.7K - $75.6K
|
100K
$48.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
140+ 0.79% |
$67.7K - $75.6K
|
17.9K
$8.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
138+ 0.18% |
$66.7K - $74.5K
|
76.3K
$37M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
129+ 4.76% |
$62.4K - $69.6K
|
2.84K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
125+ 1.01% |
$60.4K - $67.5K
|
12.5K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
123+ 12.42% |
$59.5K - $66.4K
|
1.11K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
121+ 0.16% |
$58.5K - $65.3K
|
76.5K
$37.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
120+ 22.64% |
$58K - $64.8K
|
650
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
118+ 1.08% |
$57.1K - $63.7K
|
11.1K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
113+ 3.19% |
$54.6K - $61K
|
3.65K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
112+ 4.64% |
$54.1K - $60.5K
|
2.53K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
111+ 14.59% |
$53.7K - $59.9K
|
872
$423K
|