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 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.97K+ 2.76% |
$1.32M - $1.59M
|
111K
$55.7M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.94K+ 50.73% |
$1.3M - $1.57M
|
8.75K
$4.41M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 20.84% |
$1.29M - $1.56M
|
16.9K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.91K+ 1.0% |
$1.29M - $1.55M
|
293K
$148M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.89K+ 5.3% |
$1.28M - $1.54M
|
57.4K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.87K+ 38.54% |
$1.27M - $1.54M
|
10.3K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.84K+ 73.23% |
$1.26M - $1.52M
|
6.72K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.82KNew |
$1.25M - $1.51M
|
2.82K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.82KNew |
$1.25M - $1.51M
|
2.82K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.8K+ 10.38% |
$1.24M - $1.49M
|
29.7K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.79K+ 13.94% |
$1.24M - $1.49M
|
22.8K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.78K+ 13.43% |
$1.23M - $1.49M
|
23.5K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.77K+ 8.45% |
$1.23M - $1.48M
|
35.6K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.74KNew |
$1.21M - $1.47M
|
2.74K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.71K+ 73.94% |
$1.2M - $1.45M
|
6.38K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.7K+ 22.56% |
$1.2M - $1.45M
|
14.7K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.69K+ 1.68% |
$1.19M - $1.44M
|
162K
$81.7M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.65K+ 226.97% |
$1.17M - $1.42M
|
3.82K
$1.92M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.64K+ 29.38% |
$1.17M - $1.41M
|
11.6K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.63K+ 4.71% |
$1.17M - $1.41M
|
58.5K
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.63K+ 6.68% |
$1.16M - $1.4M
|
42K
$21.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.62K+ 2.42% |
$1.16M - $1.4M
|
111K
$55.9M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.62K+ 399.39% |
$1.16M - $1.4M
|
3.28K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.61K+ 25.96% |
$1.16M - $1.4M
|
12.7K
$6.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.61K+ 13.61% |
$1.15M - $1.39M
|
21.8K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.6K+ 1.14% |
$1.15M - $1.39M
|
230K
$116M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.6K+ 10.36% |
$1.15M - $1.39M
|
27.7K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.6K+ 10.85% |
$1.15M - $1.39M
|
26.5K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.57K+ 9.12% |
$1.14M - $1.38M
|
30.8K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.57K+ 357.86% |
$1.14M - $1.38M
|
3.29K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.56K+ 6.86% |
$1.13M - $1.37M
|
39.9K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.55KNew |
$1.13M - $1.36M
|
2.55K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.54K+ 334.7% |
$1.12M - $1.36M
|
3.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53K+ 5.35% |
$1.12M - $1.35M
|
49.7K
$25M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.52K+ 5.05% |
$1.11M - $1.34M
|
52.3K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.51K+ 66.53% |
$1.11M - $1.34M
|
6.27K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$1.1M - $1.33M
|
2.49K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.47K+ 15.89% |
$1.09M - $1.32M
|
18K
$9.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.45K+ 10.44% |
$1.08M - $1.31M
|
25.9K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 14.59% |
$1.08M - $1.3M
|
19.2K
$9.65M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.43K+ 515.68% |
$1.08M - $1.3M
|
2.91K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.43K+ 412.54% |
$1.08M - $1.3M
|
3.02K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.42K+ 1.64% |
$1.07M - $1.3M
|
150K
$75.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.41K+ 181.98% |
$1.07M - $1.29M
|
3.74K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.4K+ 10.46% |
$1.06M - $1.28M
|
25.4K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
2.37KNew |
$1.05M - $1.27M
|
2.37K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.34K+ 10.32% |
$1.04M - $1.25M
|
25.1K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.33KNew |
$1.03M - $1.25M
|
2.33K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
2.31K+ 1.92% |
$1.02M - $1.24M
|
123K
$61.8M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.3K+ 158.85% |
$1.02M - $1.23M
|
3.74K
$1.89M
|