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 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
38+ 7.25% |
$18.4K - $20.5K
|
562
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
38+ 8.68% |
$18.4K - $20.5K
|
476
$231K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
37+ 8.13% |
$17.9K - $20K
|
492
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
36+ 5.05% |
$17.4K - $19.4K
|
749
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35+ 0.34% |
$16.9K - $18.9K
|
10.2K
$4.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
35+ 7.48% |
$16.9K - $18.9K
|
503
$244K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
35+ 0.62% |
$16.9K - $18.9K
|
5.68K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 1.53% |
$16.4K - $18.4K
|
2.25K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
33+ 2.48% |
$16K - $17.8K
|
1.37K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
32+ 0.36% |
$15.5K - $17.3K
|
9.01K
$4.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
31+ 2.8% |
$15K - $16.7K
|
1.14K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
30+ 2.49% |
$14.5K - $16.2K
|
1.23K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
30+ 0.82% |
$14.5K - $16.2K
|
3.71K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
30+ 2.12% |
$14.5K - $16.2K
|
1.45K
$702K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 24.14% |
$13.5K - $15.1K
|
144
$69.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 2.69% |
$13.1K - $14.6K
|
1.03K
$500K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
26+ 2.36% |
$12.6K - $14K
|
1.13K
$548K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
26+ 1.16% |
$12.6K - $14K
|
2.27K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
25+ 0.32% |
$12.1K - $13.5K
|
7.87K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
24+ 3.02% |
$11.6K - $13K
|
818
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
24+ 1.1% |
$11.6K - $13K
|
2.21K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23+ 1.6% |
$11.1K - $12.4K
|
1.46K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
22+ 4.22% |
$10.6K - $11.9K
|
543
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
20+ 0.52% |
$9.67K - $10.8K
|
3.88K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
20+ 3.26% |
$9.67K - $10.8K
|
634
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
19+ 0.51% |
$9.19K - $10.3K
|
3.76K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
19+ 0.8% |
$9.19K - $10.3K
|
2.4K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
19+ 0.3% |
$9.19K - $10.3K
|
6.34K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18+ 0.31% |
$8.7K - $9.72K
|
5.92K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
18+ 0.16% |
$8.7K - $9.72K
|
11.3K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18+ 2.89% |
$8.7K - $9.72K
|
640
$310K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17+ 0.39% |
$8.22K - $9.18K
|
4.35K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16+ 3.72% |
$7.74K - $8.64K
|
446
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
15+ 0.16% |
$7.25K - $8.1K
|
9.55K
$4.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15+ 0.71% |
$7.25K - $8.1K
|
2.14K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.4% |
$6.77K - $7.56K
|
3.56K
$1.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
13+ 0.11% |
$6.29K - $7.02K
|
11.3K
$5.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13+ 1.18% |
$6.29K - $7.02K
|
1.12K
$542K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
12+ 0.68% |
$5.8K - $6.48K
|
1.79K
$866K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.76% |
$5.8K - $6.48K
|
1.59K
$771K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 2.58% |
$5.8K - $6.48K
|
478
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11+ 0.09% |
$5.32K - $5.94K
|
11.8K
$5.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10+ 0.32% |
$4.83K - $5.4K
|
3.13K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.13% |
$4.35K - $4.86K
|
6.75K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 2.47% |
$4.35K - $4.86K
|
373
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.66% |
$3.87K - $4.32K
|
1.22K
$593K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7+ 0.33% |
$3.38K - $3.78K
|
2.16K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7+ 0.28% |
$3.38K - $3.78K
|
2.54K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.06% |
$3.38K - $3.78K
|
11K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
6+ 0.19% |
$2.9K - $3.24K
|
3.16K
$1.53M
|