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 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
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 0.96% |
$91.3K - $98.5K
|
20.2K
$10.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.12K- 15.99% |
$1.49M - $1.6M
|
16.4K
$8.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
155+ 8.02% |
$73.7K - $79.5K
|
2.09K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
408+ 2.73% |
$194K - $209K
|
15.4K
$7.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-30- 1.14% |
$14.3K - $15.4K
|
2.61K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
16+ 1.4% |
$7.61K - $8.21K
|
1.16K
$588K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-115- 1.88% |
$54.7K - $59K
|
5.99K
$3.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-130- 3.9% |
$61.8K - $66.7K
|
3.21K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-188- 2.68% |
$89.4K - $96.5K
|
6.82K
$3.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
610+ 8.25% |
$290K - $313K
|
8K
$4.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
CALL |
1K+ 15.15% |
$476K - $513K
|
7.6K
$3.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
46+ 0.04% |
$21.9K - $23.6K
|
130K
$66M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-33- 2.37% |
$15.7K - $16.9K
|
1.36K
$692K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
287+ 10.92% |
$137K - $147K
|
2.92K
$1.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-108- 13.4% |
$51.4K - $55.4K
|
698
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
51+ 2.89% |
$24.3K - $26.2K
|
1.81K
$923K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-383- 8.7% |
$182K - $197K
|
4.02K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.21K- 2.15% |
$2.95M - $3.18M
|
283K
$144M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-103K- 86.89% |
$48.8M - $52.7M
|
15.5K
$7.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
110+ 5.67% |
$52.3K - $56.4K
|
2.05K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
153+ 2.15% |
$72.8K - $78.5K
|
7.26K
$3.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-412- 4.05% |
$196K - $211K
|
9.76K
$4.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-6- 0.58% |
$2.85K - $3.08K
|
1.03K
$526K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
473+ 99.37% |
$225K - $243K
|
949
$483K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14- 0.37% |
$6.66K - $7.18K
|
3.76K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-336- 1.0% |
$160K - $172K
|
33.4K
$17M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 2.67% |
$779K - $840K
|
62.9K
$32M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.52K- 8.11% |
$1.67M - $1.81M
|
39.9K
$20.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-186- 0.45% |
$88.5K - $95.4K
|
41.4K
$21.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.98K+ 6.6% |
$1.42M - $1.53M
|
48K
$24.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.45K+ 11.63% |
$3.54M - $3.82M
|
71.5K
$36.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.93K- 17.55% |
$916K - $988K
|
9.05K
$4.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-858- 6.61% |
$408K - $440K
|
12.1K
$6.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-179- 0.99% |
$85.1K - $91.8K
|
17.9K
$9.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-114- 0.71% |
$54.2K - $58.5K
|
15.9K
$8.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
100KNew |
$47.8M - $51.5M
|
100K
$51.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-502- 36.25% |
$239K - $258K
|
883
$449K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
70.4KNew |
$33.5M - $36.1M
|
70.4K
$35.8M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-180- 3.84% |
$85.6K - $92.4K
|
4.51K
$2.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
253+ 23.58% |
$120K - $130K
|
1.33K
$675K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.8K+ 3.82% |
$8.47M - $9.13M
|
484K
$246M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
238+ 7.49% |
$113K - $122K
|
3.41K
$1.74M
|
|