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 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
589New |
$285K - $318K
|
589
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
583+ 9.78% |
$282K - $315K
|
6.54K
$3.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
577+ 0.63% |
$279K - $311K
|
92.8K
$45M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
575+ 1.4% |
$278K - $310K
|
41.6K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
560+ 3.64% |
$271K - $302K
|
15.9K
$7.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
552+ 6.41% |
$267K - $298K
|
9.17K
$4.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
544+ 0.7% |
$263K - $294K
|
78.3K
$38M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
541+ 7.35% |
$262K - $292K
|
7.9K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
536+ 20.82% |
$259K - $289K
|
3.11K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
515+ 24.86% |
$249K - $278K
|
2.59K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
504+ 3.48% |
$244K - $272K
|
15K
$7.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
500+ 2.61% |
$242K - $270K
|
19.7K
$9.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 4.79% |
$242K - $270K
|
10.9K
$5.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
489+ 0.71% |
$236K - $264K
|
69.4K
$33.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
474+ 4.42% |
$229K - $256K
|
11.2K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
458+ 2.4% |
$221K - $247K
|
19.6K
$9.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
449+ 8.52% |
$217K - $242K
|
5.72K
$2.77M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
446+ 105.69% |
$216K - $241K
|
868
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
444+ 18.26% |
$215K - $240K
|
2.88K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
440+ 14.22% |
$213K - $238K
|
3.54K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
427New |
$206K - $230K
|
427
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
425+ 5.92% |
$205K - $229K
|
7.6K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
424+ 40.57% |
$205K - $229K
|
1.47K
$712K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
423+ 6.94% |
$205K - $228K
|
6.52K
$3.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
420+ 10.34% |
$203K - $227K
|
4.48K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
418+ 3.95% |
$202K - $226K
|
11K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
412New |
$199K - $222K
|
412
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
411+ 6.52% |
$199K - $222K
|
6.72K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
409+ 4.71% |
$198K - $221K
|
9.08K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
404+ 4.99% |
$195K - $218K
|
8.5K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
404+ 1.27% |
$195K - $218K
|
32.3K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
394+ 4.73% |
$190K - $213K
|
8.73K
$4.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
385+ 9.27% |
$186K - $208K
|
4.54K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
380+ 13.64% |
$184K - $205K
|
3.17K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
379+ 0.16% |
$183K - $205K
|
233K
$113M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
376+ 0.85% |
$182K - $203K
|
44.6K
$21.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
365+ 3.95% |
$176K - $197K
|
9.61K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
353+ 28.63% |
$171K - $191K
|
1.59K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
350+ 2.98% |
$169K - $189K
|
12.1K
$5.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
343+ 4.28% |
$166K - $185K
|
8.35K
$4.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
342+ 24.62% |
$165K - $185K
|
1.73K
$840K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
338+ 5.99% |
$163K - $182K
|
5.98K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
326+ 22.31% |
$158K - $176K
|
1.79K
$867K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
316+ 10.22% |
$153K - $171K
|
3.41K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
313+ 2.28% |
$151K - $169K
|
14.1K
$6.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
302+ 0.7% |
$146K - $163K
|
43.3K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
300+ 23.89% |
$145K - $162K
|
1.56K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
299+ 2.89% |
$145K - $161K
|
10.6K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
295+ 3.21% |
$143K - $159K
|
9.5K
$4.61M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
290+ 2.7% |
$140K - $157K
|
11K
$5.36M
|