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 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-4.04K- 33.23% |
$1.92M - $2.07M
|
8.11K
$4.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-111- 2.73% |
$52.8K - $57K
|
3.95K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
156+ 5.35% |
$74.2K - $80K
|
3.07K
$1.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
423New |
$201K - $217K
|
423
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
285+ 1.6% |
$136K - $146K
|
18.1K
$9.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
13+ 0.31% |
$6.18K - $6.67K
|
4.2K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
175+ 3.78% |
$83.2K - $89.8K
|
4.81K
$2.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
107+ 6.63% |
$50.9K - $54.9K
|
1.72K
$876K
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-86- 16.26% |
$40.9K - $44.1K
|
443
$225K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-358- 8.16% |
$170K - $184K
|
4.03K
$2.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-690- 1.47% |
$328K - $354K
|
46.2K
$23.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-857- 20.67% |
$408K - $440K
|
3.29K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
322+ 1.15% |
$153K - $165K
|
28.4K
$14.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
341+ 5.17% |
$162K - $175K
|
6.94K
$3.53M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-18- 0.16% |
$8.56K - $9.24K
|
11.2K
$5.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-827- 0.73% |
$393K - $424K
|
112K
$56.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-519- 1.85% |
$247K - $266K
|
27.5K
$14M
|
|
|
Jan 06, 2026
Q4 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-7- 0.9% |
$3.33K - $3.59K
|
774
$394K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-72- 3.15% |
$34.2K - $36.9K
|
2.21K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.97K- 2.66% |
$1.41M - $1.53M
|
109K
$55.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-25- 2.05% |
$11.9K - $12.8K
|
1.19K
$607K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.49% |
$5.71K - $6.16K
|
2.44K
$1.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
179+ 0.16% |
$85.1K - $91.8K
|
112K
$57.2M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 3.59% |
$143K - $154K
|
8.06K
$4.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-25- 0.74% |
$11.9K - $12.8K
|
3.35K
$1.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-233- 2.52% |
$111K - $120K
|
9.02K
$4.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
951+ 7.86% |
$452K - $488K
|
13K
$6.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6- 0.11% |
$2.85K - $3.08K
|
5.61K
$2.85M
|
|
|
Jan 06, 2026
Q4 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.61K- 1.25% |
$2.19M - $2.37M
|
365K
$186M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-90- 0.55% |
$42.8K - $46.2K
|
16.4K
$8.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-27- 0.3% |
$12.8K - $13.9K
|
8.97K
$4.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
16+ 1.24% |
$7.61K - $8.21K
|
1.31K
$665K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1- 0.09% |
$476 - $513
|
1.12K
$569K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-351- 3.69% |
$167K - $180K
|
9.16K
$4.66M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-16- 2.76% |
$7.61K - $8.21K
|
563
$287K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-52- 5.49% |
$24.7K - $26.7K
|
896
$456K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
324+ 46.35% |
$154K - $166K
|
1.02K
$521K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
38+ 0.29% |
$18.1K - $19.5K
|
13K
$6.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
17.5K+ 21.29% |
$8.3M - $8.95M
|
99.4K
$50.6M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
85+ 10.44% |
$40.4K - $43.6K
|
899
$458K
|
|
|
Jan 05, 2026
Q4 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-923- 6.89% |
$439K - $474K
|
12.5K
$6.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
100+ 3.05% |
$47.6K - $51.3K
|
3.38K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24+ 1.12% |
$11.4K - $12.3K
|
2.16K
$1.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
494+ 52.05% |
$235K - $253K
|
1.44K
$734K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
15+ 0.98% |
$7.14K - $7.7K
|
1.55K
$788K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.08K+ 15.7% |
$512K - $553K
|
7.94K
$4.04M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
63+ 3.27% |
$30K - $32.3K
|
1.99K
$1.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.81K+ 12.85% |
$1.34M - $1.44M
|
24.7K
$12.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.51K+ 2.14% |
$718K - $774K
|
71.9K
$36.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-98- 6.26% |
$46.6K - $50.3K
|
1.47K
$747K
|
|