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 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
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.38K- 99.92% |
$1.69B - $1.83B
|
2
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1- 25.0% |
$712K - $770K
|
3
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 40.0% |
$1.42M - $1.54M
|
3
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 133.33% |
$2.85M - $3.08M
|
7
$5.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2- 13.33% |
$1.42M - $1.54M
|
13
$9.82M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1- 25.0% |
$712K - $770K
|
3
$2.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3+ 300.0% |
$2.14M - $2.31M
|
4
$3.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1- 0.33% |
$712K - $770K
|
301
$227M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3- 37.5% |
$2.14M - $2.31M
|
5
$3.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10- 55.56% |
$7.12M - $7.7M
|
8
$6.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9- 15.79% |
$6.41M - $6.93M
|
48
$36.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3New |
$2.14M - $2.31M
|
3
$2.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 100.0% |
$712K - $770K
|
2
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-46- 74.19% |
$32.8M - $35.4M
|
16
$12.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$712K - $770K
|
2
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1- 14.29% |
$712K - $770K
|
6
$4.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 300.0% |
$2.14M - $2.31M
|
4
$3.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 12.5% |
$712K - $770K
|
7
$5.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3New |
$2.14M - $2.31M
|
3
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1- 25.0% |
$712K - $770K
|
3
$2.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 2.17% |
$712K - $770K
|
47
$35.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1+ 50.0% |
$712K - $770K
|
3
$2.27M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2- 66.67% |
$1.42M - $1.54M
|
1
$755K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
60+ 101.69% |
$42.7M - $46.2M
|
119
$89.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1- 50.0% |
$712K - $770K
|
1
$755K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 16.67% |
$712K - $770K
|
7
$5.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 4.35% |
$2.14M - $2.31M
|
66
$49.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3New |
$2.14M - $2.31M
|
3
$2.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5- 1.76% |
$3.56M - $3.85M
|
279
$211M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1New |
$712K - $770K
|
1
$755K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
1+ 5.56% |
$712K - $770K
|
19
$14.4M
|
|
| Q3 2025 | |||||||
|
Dec 17, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.49K- 99.98% |
$3.11B - $3.41B
|
1
$755K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 50.0% |
$693K - $760K
|
1
$755K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 100.0% |
$693K - $760K
|
2
$1.51M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
6+ 19.35% |
$4.16M - $4.56M
|
37
$28M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-29- 28.43% |
$20.1M - $22M
|
73
$55.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-9- 5.88% |
$6.23M - $6.84M
|
144
$109M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 50.0% |
$693K - $760K
|
1
$755K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-89.6K- 99.97% |
$62B - $68B
|
26
$19.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-155K- 99.9% |
$107B - $118B
|
156
$118M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15- 9.04% |
$10.4M - $11.4M
|
151
$114M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 1.79% |
$693K - $760K
|
57
$43.1M
|
|