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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.6K+ 366.32% |
$2.48M - $2.99M
|
7.13K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.59K+ 35.71% |
$2.47M - $2.99M
|
21.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
5.55K+ 0.12% |
$2.46M - $2.96M
|
4.59M
$2.31B
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.54K+ 3.04% |
$2.45M - $2.96M
|
188K
$94.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.52K+ 18.31% |
$2.44M - $2.95M
|
35.7K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 11.85% |
$2.44M - $2.94M
|
52K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.46K+ 478.7% |
$2.42M - $2.92M
|
6.6K
$3.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.46K+ 391.61% |
$2.42M - $2.92M
|
6.85K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.39K+ 19.91% |
$2.39M - $2.88M
|
32.4K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.34K+ 28.72% |
$2.36M - $2.85M
|
23.9K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.32K+ 35.42% |
$2.35M - $2.84M
|
20.3K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.31K+ 9.93% |
$2.35M - $2.84M
|
58.8K
$29.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.29K+ 116.85% |
$2.34M - $2.82M
|
9.81K
$4.94M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.15K+ 1.34% |
$2.28M - $2.75M
|
391K
$197M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.14K+ 16.92% |
$2.28M - $2.75M
|
35.5K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.11K+ 415.02% |
$2.26M - $2.73M
|
6.35K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.1KNew |
$2.26M - $2.73M
|
5.1K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.09KNew |
$2.25M - $2.72M
|
5.09K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.06K+ 27.04% |
$2.24M - $2.7M
|
23.8K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 5.07% |
$2.23M - $2.7M
|
105K
$52.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.03K+ 11.33% |
$2.23M - $2.69M
|
49.4K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.02K+ 16.34% |
$2.22M - $2.68M
|
35.7K
$18M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.01K+ 5.85% |
$2.22M - $2.68M
|
90.7K
$45.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.01K+ 2.77% |
$2.22M - $2.68M
|
186K
$93.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.99K+ 82.53% |
$2.21M - $2.67M
|
11K
$5.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.8K+ 7.22% |
$2.12M - $2.56M
|
71.2K
$35.9M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.59K+ 357.72% |
$2.03M - $2.45M
|
5.87K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.55K+ 31.31% |
$2.01M - $2.43M
|
19.1K
$9.61M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.54KNew |
$2.01M - $2.43M
|
4.54K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
4.53K+ 39.86% |
$2M - $2.42M
|
15.9K
$8M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.44K+ 5.08% |
$1.96M - $2.37M
|
91.8K
$46.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.42K+ 3.15% |
$1.96M - $2.36M
|
145K
$73M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.3K+ 0.88% |
$1.9M - $2.3M
|
494K
$249M
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
4.3K+ 1.35% |
$1.9M - $2.3M
|
323K
$163M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.27KNew |
$1.89M - $2.28M
|
4.27K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.27K+ 9.42% |
$1.89M - $2.28M
|
49.6K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.24KNew |
$1.88M - $2.27M
|
4.24K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.24K+ 2280.65% |
$1.88M - $2.27M
|
4.43K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.18K+ 1.82% |
$1.85M - $2.23M
|
233K
$118M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.17K+ 39.11% |
$1.85M - $2.23M
|
14.8K
$7.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.1K+ 14.84% |
$1.82M - $2.19M
|
31.8K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.09K+ 356.89% |
$1.81M - $2.19M
|
5.24K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.06KNew |
$1.8M - $2.17M
|
4.06K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.04K+ 860.0% |
$1.79M - $2.16M
|
4.51K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.01K+ 18.64% |
$1.77M - $2.14M
|
25.5K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.99K+ 177.49% |
$1.77M - $2.13M
|
6.24K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.96KNew |
$1.75M - $2.12M
|
3.96K
$2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.95K+ 2.48% |
$1.75M - $2.11M
|
163K
$82.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 4.22% |
$1.74M - $2.1M
|
97.1K
$48.9M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.93K+ 18.51% |
$1.74M - $2.1M
|
25.2K
$12.7M
|