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 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
8K+ 88.91% |
$3.54M - $4.28M
|
17K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.76K+ 24.41% |
$3.44M - $4.15M
|
39.6K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.72K+ 4.47% |
$3.42M - $4.13M
|
181K
$91M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.67K+ 5.9% |
$3.39M - $4.1M
|
138K
$69.3M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.64K+ 386.89% |
$3.38M - $4.08M
|
9.62K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.64K+ 764.0% |
$3.38M - $4.08M
|
8.64K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
7.53K+ 14.79% |
$3.33M - $4.03M
|
58.5K
$29.5M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
7.45KNew |
$3.3M - $3.98M
|
7.45K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.45K+ 9.54% |
$3.3M - $3.98M
|
85.5K
$43.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.38K+ 2.55% |
$3.27M - $3.94M
|
297K
$150M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.32K+ 148.48% |
$3.24M - $3.91M
|
12.2K
$6.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
7.27K+ 4.53% |
$3.22M - $3.89M
|
168K
$84.5M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.19K+ 209.66% |
$3.18M - $3.84M
|
10.6K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.1K+ 3.17% |
$3.14M - $3.79M
|
231K
$117M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.1K+ 4.5% |
$3.14M - $3.79M
|
165K
$83M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
7.05K+ 56.32% |
$3.12M - $3.77M
|
19.6K
$9.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.04K+ 4.65% |
$3.12M - $3.76M
|
159K
$79.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
6.96K+ 32.02% |
$3.08M - $3.72M
|
28.7K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.82K+ 11.74% |
$3.02M - $3.64M
|
64.9K
$32.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.7K+ 21.14% |
$2.97M - $3.58M
|
38.4K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.67K+ 2.42% |
$2.95M - $3.57M
|
283K
$143M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.61K+ 118.31% |
$2.93M - $3.53M
|
12.2K
$6.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$2.88M - $3.47M
|
6.5K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.47K+ 7.36% |
$2.86M - $3.46M
|
94.3K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.45K+ 32.22% |
$2.86M - $3.45M
|
26.5K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.44KNew |
$2.85M - $3.44M
|
6.44K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
6.43K+ 2.08% |
$2.85M - $3.44M
|
316K
$159M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.4K+ 33.15% |
$2.83M - $3.42M
|
25.7K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 11.91% |
$2.76M - $3.33M
|
58.6K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
6.22K+ 10.37% |
$2.75M - $3.32M
|
66.1K
$33.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.13KNew |
$2.71M - $3.28M
|
6.13K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
6.11K+ 6.79% |
$2.7M - $3.26M
|
96.1K
$48.4M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
6.1KNew |
$2.7M - $3.26M
|
6.1K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.1K+ 10.7% |
$2.7M - $3.26M
|
63.1K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.07K+ 15.43% |
$2.69M - $3.24M
|
45.4K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.06K+ 233.69% |
$2.68M - $3.24M
|
8.66K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.03K+ 9.7% |
$2.67M - $3.22M
|
68.2K
$34.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
6.01K+ 11.35% |
$2.66M - $3.21M
|
59K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.96K+ 0.35% |
$2.64M - $3.19M
|
1.7M
$859M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.92K+ 7.38% |
$2.62M - $3.17M
|
86.2K
$43.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.88K+ 16.99% |
$2.6M - $3.14M
|
40.5K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.87K+ 250.86% |
$2.6M - $3.13M
|
8.2K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.84KNew |
$2.58M - $3.12M
|
5.84K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.79K+ 2.2% |
$2.56M - $3.09M
|
269K
$135M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.75K+ 38.61% |
$2.55M - $3.07M
|
20.7K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
5.75K+ 5.69% |
$2.54M - $3.07M
|
107K
$53.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.75K+ 47.51% |
$2.54M - $3.07M
|
17.8K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.68K+ 11.34% |
$2.52M - $3.04M
|
55.8K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.68K+ 4.17% |
$2.51M - $3.03M
|
142K
$71.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.61K+ 14.19% |
$2.48M - $3M
|
45.1K
$22.7M
|