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 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-57- 0.12% |
$27.6K - $30.8K
|
48.9K
$23.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-59- 1.46% |
$28.5K - $31.8K
|
3.99K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.94% |
$29K - $32.4K
|
1.98K
$961K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-63- 3.59% |
$30.5K - $34K
|
1.69K
$820K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 0.59% |
$30.9K - $34.5K
|
10.8K
$5.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-65- 3.12% |
$31.4K - $35.1K
|
2.02K
$978K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-67- 4.77% |
$32.4K - $36.2K
|
1.34K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-67- 0.8% |
$32.4K - $36.2K
|
8.36K
$4.05M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-68- 1.96% |
$32.9K - $36.7K
|
3.39K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 1.05% |
$33.8K - $37.8K
|
6.62K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-74- 4.23% |
$35.8K - $39.9K
|
1.68K
$813K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-75- 0.37% |
$36.3K - $40.5K
|
20.3K
$9.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-76- 4.93% |
$36.7K - $41K
|
1.47K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-79- 0.36% |
$38.2K - $42.6K
|
22.1K
$10.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-80- 0.69% |
$38.7K - $43.2K
|
11.5K
$5.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-84- 5.09% |
$40.6K - $45.3K
|
1.57K
$760K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-88- 1.26% |
$42.5K - $47.5K
|
6.9K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-94- 10.63% |
$45.4K - $50.7K
|
790
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-97- 2.1% |
$46.9K - $52.4K
|
4.51K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-100- 9.05% |
$48.3K - $54K
|
1.01K
$487K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-103- 6.62% |
$49.8K - $55.6K
|
1.45K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-104- 3.67% |
$50.3K - $56.1K
|
2.73K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-110- 16.49% |
$53.2K - $59.4K
|
557
$270K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-110- 4.22% |
$53.2K - $59.4K
|
2.5K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-111- 7.98% |
$53.7K - $59.9K
|
1.28K
$621K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-115- 2.39% |
$55.6K - $62.1K
|
4.69K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-115- 0.8% |
$55.6K - $62.1K
|
14.3K
$6.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-120- 3.28% |
$58K - $64.8K
|
3.53K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-121- 0.18% |
$58.5K - $65.3K
|
66K
$32M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-123- 2.31% |
$59.5K - $66.4K
|
5.21K
$2.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-125- 1.38% |
$60.4K - $67.5K
|
8.92K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 9.76% |
$61.4K - $68.6K
|
1.17K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-127- 5.93% |
$61.4K - $68.6K
|
2.02K
$977K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-149- 0.98% |
$72K - $80.4K
|
15K
$7.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-152- 0.36% |
$73.5K - $82K
|
42K
$20.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-162- 5.04% |
$78.3K - $87.4K
|
3.05K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-174- 6.6% |
$84.1K - $93.9K
|
2.46K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-178- 2.49% |
$86.1K - $96.1K
|
6.96K
$3.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-180- 1.46% |
$87K - $97.2K
|
12.1K
$5.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-187- 9.05% |
$90.4K - $101K
|
1.88K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-190- 6.67% |
$91.9K - $103K
|
2.66K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-194- 27.02% |
$93.8K - $105K
|
524
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 0.47% |
$96.7K - $108K
|
42.5K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-201- 4.86% |
$97.2K - $108K
|
3.94K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-209- 0.81% |
$101K - $113K
|
25.5K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-210- 5.8% |
$102K - $113K
|
3.41K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-219- 1.56% |
$106K - $118K
|
13.8K
$6.69M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-221- 2.54% |
$107K - $119K
|
8.46K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-245- 10.72% |
$118K - $132K
|
2.04K
$990K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-246- 6.29% |
$119K - $133K
|
3.67K
$1.78M
|