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 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$2.42K - $2.7K
|
2.24K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$2.42K - $2.7K
|
1.21K
$585K
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$2.42K - $2.7K
|
2.58K
$1.25M
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.04% |
$2.42K - $2.7K
|
11.6K
$5.64M
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.93K - $2.16K
|
751
$364K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.58% |
$1.45K - $1.62K
|
522
$253K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.37% |
$1.45K - $1.62K
|
812
$394K
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.45K - $1.62K
|
10.1K
$4.92M
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.28% |
$967 - $1.08K
|
714
$346K
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.07% |
$483 - $540
|
1.42K
$689K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.16% |
$483 - $540
|
641
$311K
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$483 - $540
|
1
$485
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1- 0.18% |
$483 - $540
|
555
$269K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.16% |
$967 - $1.08K
|
1.24K
$602K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.12% |
$967 - $1.08K
|
1.64K
$794K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3- 0.16% |
$1.45K - $1.62K
|
1.85K
$899K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-4- 0.85% |
$1.93K - $2.16K
|
467
$226K
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5- 0.29% |
$2.42K - $2.7K
|
1.7K
$825K
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.39% |
$2.42K - $2.7K
|
1.27K
$615K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5- 0.97% |
$2.42K - $2.7K
|
510
$247K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6- 0.6% |
$2.9K - $3.24K
|
986
$478K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6- 0.42% |
$2.9K - $3.24K
|
1.42K
$690K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6- 0.44% |
$2.9K - $3.24K
|
1.37K
$664K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6- 0.06% |
$2.9K - $3.24K
|
10.9K
$5.26M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7- 0.35% |
$3.38K - $3.78K
|
1.99K
$963K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-8- 0.25% |
$3.87K - $4.32K
|
3.22K
$1.56M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-9- 0.27% |
$4.35K - $4.86K
|
3.29K
$1.59M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-9- 0.09% |
$4.35K - $4.86K
|
9.72K
$4.72M
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-9- 0.04% |
$4.35K - $4.86K
|
20.7K
$10M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9- 0.59% |
$4.35K - $4.86K
|
1.51K
$730K
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.09% |
$4.83K - $5.4K
|
11.4K
$5.53M
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-10- 1.92% |
$4.83K - $5.4K
|
512
$248K
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-10- 0.87% |
$4.83K - $5.4K
|
1.14K
$555K
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-10- 0.18% |
$4.83K - $5.4K
|
5.47K
$2.65M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.51% |
$5.32K - $5.94K
|
2.13K
$1.03M
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-12- 0.72% |
$5.8K - $6.48K
|
1.66K
$804K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-14- 1.46% |
$6.77K - $7.56K
|
948
$460K
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-14- 2.21% |
$6.77K - $7.56K
|
619
$300K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-14- 1.23% |
$6.77K - $7.56K
|
1.13K
$546K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.55% |
$7.25K - $8.1K
|
574
$278K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-15- 0.38% |
$7.25K - $8.1K
|
3.89K
$1.89M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 2.22% |
$7.25K - $8.1K
|
661
$321K
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-20- 4.4% |
$9.67K - $10.8K
|
435
$211K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.44% |
$10.2K - $11.3K
|
4.78K
$2.32M
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-21- 4.23% |
$10.2K - $11.3K
|
476
$231K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-22- 3.0% |
$10.6K - $11.9K
|
711
$345K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-23- 0.61% |
$11.1K - $12.4K
|
3.72K
$1.8M
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-24- 2.88% |
$11.6K - $13K
|
808
$392K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-24- 0.34% |
$11.6K - $13K
|
7.1K
$3.44M
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-24- 2.12% |
$11.6K - $13K
|
1.11K
$536K
|