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 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.65K+ 2.39% |
$800K - $893K
|
70.8K
$34.3M
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.56K+ 88.01% |
$756K - $844K
|
3.34K
$1.62M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.44K+ 131.09% |
$697K - $778K
|
2.54K
$1.23M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 9.45% |
$696K - $777K
|
16.7K
$8.09M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.4KNew |
$677K - $756K
|
1.4K
$679K
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
1.4K+ 2.15% |
$675K - $754K
|
66.5K
$32.2M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.36K+ 11.71% |
$658K - $734K
|
13K
$6.29M
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.34KNew |
$647K - $723K
|
1.34K
$649K
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.34K+ 2.46% |
$645K - $721K
|
55.6K
$27M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.32KNew |
$637K - $711K
|
1.32K
$639K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.31K+ 22.23% |
$632K - $706K
|
7.19K
$3.49M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.27K+ 18.92% |
$615K - $686K
|
7.99K
$3.87M
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$604K - $675K
|
1.25K
$606K
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.17K+ 5.69% |
$567K - $633K
|
21.8K
$10.6M
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.16K+ 56.29% |
$563K - $628K
|
3.23K
$1.57M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.16K+ 57.68% |
$559K - $624K
|
3.16K
$1.53M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.09K+ 12.46% |
$525K - $586K
|
9.81K
$4.76M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.08K+ 4.85% |
$520K - $580K
|
23.2K
$11.3M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.03K+ 40.03% |
$498K - $556K
|
3.6K
$1.75M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
997+ 4.16% |
$482K - $538K
|
24.9K
$12.1M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
990+ 1.78% |
$479K - $534K
|
56.6K
$27.5M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
984+ 6.24% |
$476K - $531K
|
16.8K
$8.13M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
976+ 40.7% |
$472K - $527K
|
3.37K
$1.64M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
969+ 25.92% |
$468K - $523K
|
4.71K
$2.28M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
967+ 23.7% |
$468K - $522K
|
5.05K
$2.45M
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
943+ 19.09% |
$456K - $509K
|
5.88K
$2.85M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
938New |
$454K - $506K
|
938
$455K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
937+ 16.03% |
$453K - $506K
|
6.78K
$3.29M
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
927+ 10.25% |
$448K - $500K
|
9.98K
$4.84M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
904+ 5.89% |
$437K - $488K
|
16.3K
$7.89M
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
900+ 10.38% |
$435K - $486K
|
9.57K
$4.64M
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
887New |
$429K - $479K
|
887
$430K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
871+ 9.46% |
$421K - $470K
|
10.1K
$4.89M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
853+ 7.13% |
$412K - $460K
|
12.8K
$6.22M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
836+ 37.61% |
$404K - $451K
|
3.06K
$1.48M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
816+ 11.18% |
$395K - $440K
|
8.12K
$3.94M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
728New |
$352K - $393K
|
728
$353K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
720+ 8.17% |
$348K - $389K
|
9.53K
$4.62M
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
696New |
$337K - $376K
|
696
$338K
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
685+ 1.46% |
$331K - $370K
|
47.7K
$23.1M
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
680+ 10.58% |
$329K - $367K
|
7.11K
$3.45M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
674+ 1.21% |
$326K - $364K
|
56.3K
$27.3M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
659New |
$319K - $356K
|
659
$320K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
653+ 43.56% |
$316K - $352K
|
2.15K
$1.04M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
643New |
$311K - $347K
|
643
$312K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
637+ 6.15% |
$308K - $344K
|
11K
$5.34M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
628+ 1.57% |
$304K - $339K
|
40.6K
$19.7M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
621+ 1.24% |
$300K - $335K
|
50.7K
$24.6M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
615+ 86.99% |
$297K - $332K
|
1.32K
$641K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
600+ 9.62% |
$290K - $324K
|
6.84K
$3.32M
|