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 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
610+ 34.7% |
$290K - $313K
|
2.37K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
825+ 111.79% |
$392K - $423K
|
1.56K
$795K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-151- 1.47% |
$71.8K - $77.5K
|
10.1K
$5.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-24- 0.86% |
$11.4K - $12.3K
|
2.77K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-207- 4.01% |
$98.5K - $106K
|
4.95K
$2.52M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
5.77KNew |
$2.74M - $2.96M
|
5.77K
$2.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 1.31% |
$23.8K - $25.7K
|
3.87K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
144+ 0.85% |
$68.5K - $73.9K
|
17K
$8.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-76- 5.26% |
$36.2K - $39K
|
1.37K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
58+ 2.71% |
$27.6K - $29.8K
|
2.2K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$476 - $513
|
1.62K
$823K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
26+ 2.12% |
$12.4K - $13.3K
|
1.25K
$636K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-461- 10.23% |
$219K - $237K
|
4.05K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-338- 5.3% |
$161K - $173K
|
6.04K
$3.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
846+ 4.58% |
$402K - $434K
|
19.3K
$9.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-2.89K- 15.88% |
$1.37M - $1.48M
|
15.3K
$7.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
16+ 0.01% |
$7.61K - $8.21K
|
149K
$75.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
11+ 0.09% |
$5.23K - $5.64K
|
12.2K
$6.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-44.4K- 12.57% |
$21.1M - $22.8M
|
309K
$157M
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
103+ 14.82% |
$49K - $52.9K
|
798
$406K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
19+ 0.87% |
$9.04K - $9.75K
|
2.21K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-18- 0.98% |
$8.56K - $9.24K
|
1.82K
$925K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
126+ 5.23% |
$59.9K - $64.7K
|
2.54K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.25% |
$951 - $1.03K
|
801
$408K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
233+ 4.52% |
$111K - $120K
|
5.39K
$2.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-190- 4.35% |
$90.4K - $97.5K
|
4.18K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
106+ 16.88% |
$50.4K - $54.4K
|
734
$374K
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
1.22K+ 45.93% |
$580K - $626K
|
3.88K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-536- 5.44% |
$255K - $275K
|
9.31K
$4.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 0.47% |
$25.2K - $27.2K
|
11.4K
$5.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-190- 24.42% |
$90.4K - $97.5K
|
588
$299K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.38K+ 3.81% |
$657K - $709K
|
37.7K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
47+ 7.79% |
$22.4K - $24.1K
|
650
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-200- 15.58% |
$95.1K - $103K
|
1.08K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
32+ 5.65% |
$15.2K - $16.4K
|
598
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
80+ 1.15% |
$38.1K - $41K
|
7.05K
$3.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-15- 3.23% |
$7.14K - $7.7K
|
450
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
125+ 6.54% |
$59.5K - $64.1K
|
2.04K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-936- 1.85% |
$445K - $480K
|
49.8K
$25.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-202- 5.65% |
$96.1K - $104K
|
3.38K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.39K+ 63.5% |
$2.56M - $2.76M
|
13.9K
$7.06M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.44K- 28.9% |
$685K - $739K
|
3.54K
$1.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-22- 1.46% |
$10.5K - $11.3K
|
1.48K
$754K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
72+ 4.2% |
$34.2K - $36.9K
|
1.79K
$909K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.76K+ 26.24% |
$3.22M - $3.47M
|
32.5K
$16.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-169- 2.33% |
$80.4K - $86.7K
|
7.09K
$3.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
157+ 0.92% |
$74.7K - $80.6K
|
17.1K
$8.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.8K- 21.99% |
$2.28M - $2.46M
|
17K
$8.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 3.0% |
$23.8K - $25.7K
|
1.62K
$822K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
122+ 16.94% |
$58K - $62.6K
|
842
$429K
|
|