Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1- 20.0% |
$712K - $770K
|
4
$3.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 100.0% |
$712K - $770K
|
2
$1.51M
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
34+ 0.88% |
$24.2M - $26.2M
|
3.89K
$2.94B
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1- 20.0% |
$712K - $770K
|
4
$3.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
7+ 350.0% |
$4.99M - $5.39M
|
9
$6.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-103- 17.79% |
$73.4M - $79.3M
|
476
$360M
|
|
|
Jan 29, 2026
Q4 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1- 7.14% |
$712K - $770K
|
13
$9.82M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$1.42M - $1.54M
|
7
$5.29M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 4.84% |
$2.14M - $2.31M
|
59
$44.6M
|
|
|
Jan 29, 2026
Q4 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1- 20.0% |
$712K - $770K
|
4
$3.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-1- 5.26% |
$712K - $770K
|
18
$13.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Hingham Institution For Savings
Hingham, MA |
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-27.4K- 99.92% |
$19.5B - $21.1B
|
21
$15.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10+ 8.33% |
$7.12M - $7.7M
|
130
$98.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Cortland Associates Inc
|
SELL
|
- |
-1- 7.14% |
$712K - $770K
|
13
$9.82M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6+ 42.86% |
$4.27M - $4.62M
|
20
$15.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 50.0% |
$712K - $770K
|
1
$755K
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2+ 22.22% |
$1.42M - $1.54M
|
11
$8.31M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 33.33% |
$712K - $770K
|
4
$3.02M
|
|
|
Jan 28, 2026
Q4 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1- 6.67% |
$712K - $770K
|
14
$10.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
20New |
$14.2M - $15.4M
|
20
$15.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1- 3.13% |
$712K - $770K
|
31
$23.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
30+ 3000.0% |
$21.4M - $23.1M
|
31
$23.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 85.71% |
$4.27M - $4.62M
|
1
$755K
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
5+ 500.0% |
$3.56M - $3.85M
|
6
$4.53M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
3New |
$2.14M - $2.31M
|
3
$2.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1- 5.0% |
$712K - $770K
|
19
$14.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 500.0% |
$3.56M - $3.85M
|
6
$4.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5New |
$3.56M - $3.85M
|
5
$3.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1- 9.09% |
$712K - $770K
|
10
$7.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
2+ 11.11% |
$1.42M - $1.54M
|
20
$15.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Northwestern University
|
BUY
|
- |
389+ 589.39% |
$277M - $300M
|
455
$344M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 50.0% |
$712K - $770K
|
1
$755K
|
|
|
Jan 26, 2026
Q4 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2New |
$1.42M - $1.54M
|
2
$1.51M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
SELL
|
- |
-1- 1.85% |
$712K - $770K
|
53
$40M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.5% |
$712K - $770K
|
39
$29.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 200.0% |
$7.12M - $7.7M
|
15
$11.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
207+ 20700.0% |
$147M - $159M
|
208
$157M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4- 4.21% |
$2.85M - $3.08M
|
91
$68.7M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3New |
$2.14M - $2.31M
|
3
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|