Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
60.4K+ 3853.06% |
$26.7M - $32.3M
|
62K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
38.1KNew |
$16.9M - $20.4M
|
38.1K
$19.4M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
36.8KNew |
$16.3M - $19.6M
|
36.8K
$18.7M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
27KNew |
$12M - $14.5M
|
27K
$13.8M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$8.33M - $10.1M
|
18.8K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
PUT |
17KNew |
$7.53M - $9.09M
|
17K
$8.65M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
14.2KNew |
$6.29M - $7.6M
|
14.2K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
13.8KNew |
$6.13M - $7.4M
|
13.8K
$7.04M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
9.39KNew |
$4.16M - $5.02M
|
9.39K
$4.78M
|
|
|
Aug 01, 2025
Q1 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
8.11K+ 1.41% |
$3.59M - $4.33M
|
584K
$297M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
7.45KNew |
$3.3M - $3.98M
|
7.45K
$3.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$2.88M - $3.47M
|
6.5K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
6.3KNew |
$2.79M - $3.37M
|
6.3K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
CALL |
6KNew |
$2.66M - $3.21M
|
6K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 5.07% |
$2.23M - $2.7M
|
105K
$53.3M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.09K+ 356.89% |
$1.81M - $2.19M
|
5.24K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.52K+ 3.77% |
$1.56M - $1.88M
|
96.9K
$49.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.15% |
$1.51M - $1.82M
|
9.46K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.35K+ 1.65% |
$1.48M - $1.79M
|
206K
$105M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.94K+ 50.73% |
$1.3M - $1.57M
|
8.75K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.57K+ 357.86% |
$1.14M - $1.38M
|
3.29K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
2.37KNew |
$1.05M - $1.27M
|
2.37K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
2.25KNew |
$996K - $1.2M
|
2.25K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.1K+ 91.9% |
$930K - $1.12M
|
4.39K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2KNew |
$885K - $1.07M
|
2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.82KNew |
$807K - $974K
|
1.82K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.31KNew |
$579K - $699K
|
1.31K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.3K+ 18.84% |
$575K - $695K
|
8.2K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.2KNew |
$531K - $641K
|
1.2K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
1.1K+ 47.83% |
$487K - $588K
|
3.4K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 19.87% |
$479K - $578K
|
6.53K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1KNew |
$444K - $536K
|
1K
$510K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
973New |
$431K - $520K
|
973
$495K
|
|
|
Dec 15, 2025
Q1 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
874New |
$387K - $467K
|
874
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
789New |
$349K - $422K
|
789
$402K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
658+ 8.67% |
$291K - $352K
|
8.24K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
630+ 23.51% |
$279K - $337K
|
3.31K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
628New |
$278K - $336K
|
628
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
604New |
$267K - $323K
|
604
$307K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
603New |
$267K - $322K
|
603
$307K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
565+ 34.96% |
$250K - $302K
|
2.18K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
554+ 68.91% |
$245K - $296K
|
1.36K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
540New |
$239K - $289K
|
540
$275K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
502New |
$222K - $268K
|
502
$255K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
501New |
$222K - $268K
|
501
$255K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
486New |
$215K - $260K
|
486
$247K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
481New |
$213K - $257K
|
481
$245K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
473New |
$209K - $253K
|
473
$241K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
457New |
$202K - $244K
|
457
$233K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
455New |
$201K - $243K
|
455
$232K
|
|