Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) 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 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-299- 5.58% |
$142K - $153K
|
5.06K
$2.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
29+ 0.66% |
$13.8K - $14.9K
|
4.42K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
42+ 5.77% |
$20K - $21.6K
|
770
$392K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
460+ 2.25% |
$219K - $236K
|
20.9K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6- 0.06% |
$2.85K - $3.08K
|
10.3K
$5.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-383- 5.3% |
$182K - $197K
|
6.85K
$3.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
132+ 0.81% |
$62.8K - $67.7K
|
16.3K
$8.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12+ 2.19% |
$5.71K - $6.16K
|
560
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.58K+ 10.79% |
$750K - $809K
|
16.2K
$8.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-36- 8.04% |
$17.1K - $18.5K
|
412
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$1.43K - $1.54K
|
838
$426K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
217+ 47.59% |
$103K - $111K
|
673
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
183+ 16.0% |
$87K - $93.9K
|
1.33K
$675K
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
349+ 1.13% |
$166K - $179K
|
31.3K
$15.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
79+ 14.71% |
$37.6K - $40.5K
|
616
$314K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-113- 10.39% |
$53.8K - $58K
|
975
$496K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$6.18K - $6.67K
|
4.54K
$2.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33+ 0.29% |
$15.7K - $16.9K
|
11.4K
$5.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
85+ 0.9% |
$40.4K - $43.6K
|
9.52K
$4.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.87K- 11.37% |
$891K - $962K
|
14.6K
$7.44M
|
|
|
Jan 14, 2026
Q4 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.05K- 9.44% |
$499K - $539K
|
10.1K
$5.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
148+ 4.97% |
$70.4K - $75.9K
|
3.13K
$1.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.15K- 3.37% |
$1.5M - $1.61M
|
90.1K
$45.9M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-672- 6.67% |
$320K - $345K
|
9.4K
$4.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
83+ 8.27% |
$39.5K - $42.6K
|
1.09K
$553K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
295+ 1.08% |
$140K - $151K
|
27.5K
$14M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-10- 0.34% |
$4.76K - $5.13K
|
2.97K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
154+ 5.19% |
$73.3K - $79K
|
3.12K
$1.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.49K+ 4.1% |
$710K - $766K
|
37.9K
$19.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-252- 2.04% |
$120K - $129K
|
12.1K
$6.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-89- 1.93% |
$42.3K - $45.7K
|
4.53K
$2.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
869+ 5.59% |
$413K - $446K
|
16.4K
$8.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.94K+ 10.21% |
$1.4M - $1.51M
|
31.8K
$16.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
1.11KNew |
$529K - $571K
|
1.11K
$566K
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-745- 11.51% |
$354K - $382K
|
5.73K
$2.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-59- 3.06% |
$28.1K - $30.3K
|
1.87K
$950K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-6- 0.1% |
$2.85K - $3.08K
|
6.15K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-19- 0.84% |
$9.04K - $9.75K
|
2.24K
$1.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.76K+ 5.14% |
$835K - $901K
|
35.9K
$18.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
90+ 2.27% |
$42.8K - $46.2K
|
4.05K
$2.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
757+ 1.92% |
$360K - $388K
|
40.1K
$20.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
472+ 53.39% |
$225K - $242K
|
1.36K
$690K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.18K- 10.51% |
$561K - $605K
|
10K
$5.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-755- 3.58% |
$359K - $387K
|
20.3K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
22+ 1.32% |
$10.5K - $11.3K
|
1.69K
$859K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-53- 2.72% |
$25.2K - $27.2K
|
1.9K
$965K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.38K- 29.25% |
$655K - $707K
|
3.33K
$1.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-251- 0.49% |
$119K - $129K
|
50.8K
$25.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-25- 0.2% |
$11.9K - $12.8K
|
12.2K
$6.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 117.99% |
$1.19M - $1.29M
|
4.64K
$2.36M
|
|