Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
24+ 3.02% |
$11.6K - $13K
|
818
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23+ 1.6% |
$11.1K - $12.4K
|
1.46K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
22+ 4.22% |
$10.6K - $11.9K
|
543
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
20+ 0.52% |
$9.67K - $10.8K
|
3.88K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20+ 3.26% |
$9.67K - $10.8K
|
634
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
19+ 0.8% |
$9.19K - $10.3K
|
2.4K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
19+ 0.51% |
$9.19K - $10.3K
|
3.76K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
19+ 0.3% |
$9.19K - $10.3K
|
6.34K
$3.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18+ 2.89% |
$8.7K - $9.72K
|
640
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18+ 0.31% |
$8.7K - $9.72K
|
5.92K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 0.16% |
$8.7K - $9.72K
|
11.3K
$5.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17+ 0.39% |
$8.22K - $9.18K
|
4.35K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16+ 3.72% |
$7.74K - $8.64K
|
446
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.4% |
$6.77K - $7.56K
|
3.56K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13+ 1.18% |
$6.29K - $7.02K
|
1.12K
$542K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
13+ 0.11% |
$6.29K - $7.02K
|
11.3K
$5.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
12+ 0.68% |
$5.8K - $6.48K
|
1.79K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 2.58% |
$5.8K - $6.48K
|
478
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$771K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11+ 0.09% |
$5.32K - $5.94K
|
11.8K
$5.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10+ 0.32% |
$4.83K - $5.4K
|
3.13K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 2.47% |
$4.35K - $4.86K
|
373
$181K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.13% |
$4.35K - $4.86K
|
6.75K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.66% |
$3.87K - $4.32K
|
1.22K
$593K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.06% |
$3.38K - $3.78K
|
11K
$5.31M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.28% |
$3.38K - $3.78K
|
2.54K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.19% |
$2.9K - $3.24K
|
3.16K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$2.42K - $2.7K
|
2.24K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.04% |
$2.42K - $2.7K
|
11.6K
$5.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.37% |
$1.45K - $1.62K
|
812
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.58% |
$1.45K - $1.62K
|
522
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.28% |
$967 - $1.08K
|
714
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.16% |
$483 - $540
|
641
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.07% |
$483 - $540
|
1.42K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$485
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.96MNew |
$2.64B - $3.18B
|
5.96M
$2.89B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.57M+ 1.73% |
$1.14B - $1.37B
|
151M
$73B
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.36MNew |
$1.04B - $1.26B
|
2.36M
$1.14B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67M+ 11.52% |
$741M - $895M
|
16.2M
$7.86B
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.41M+ 3.7% |
$623M - $752M
|
39.4M
$19.1B
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
872K+ 13.9% |
$386M - $466M
|
7.15M
$3.47B
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
788K+ 7.61% |
$349M - $421M
|
11.1M
$5.4B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
784K+ 74.56% |
$347M - $419M
|
1.84M
$890M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
741K+ 10.41% |
$328M - $396M
|
7.87M
$3.81B
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
583K+ 122.04% |
$258M - $312M
|
1.06M
$515M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
564K+ 0.79% |
$250M - $302M
|
72.2M
$35B
|
|