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 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
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.18K- 3.16% |
$1.51M - $1.63M
|
97.7K
$49.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4+ 0.06% |
$1.9K - $2.05K
|
6.88K
$3.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-2.13K- 4.55% |
$1.01M - $1.09M
|
44.7K
$22.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-15- 1.52% |
$7.14K - $7.7K
|
971
$494K
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-77- 14.61% |
$36.6K - $39.5K
|
450
$229K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-22- 2.64% |
$10.5K - $11.3K
|
810
$412K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
63+ 5.67% |
$30K - $32.3K
|
1.17K
$597K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5+ 0.04% |
$2.38K - $2.57K
|
11.7K
$5.97M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-153- 3.63% |
$72.8K - $78.5K
|
4.07K
$2.07M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-33- 1.6% |
$15.7K - $16.9K
|
2.03K
$1.03M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
125+ 6.38% |
$59.5K - $64.1K
|
2.08K
$1.06M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-315- 2.78% |
$150K - $162K
|
11K
$5.61M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.72K+ 7.74% |
$1.29M - $1.39M
|
37.8K
$19.2M
|
|
| Q3 2025 | |||||||
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-866- 53.1% |
$398K - $439K
|
765
$389K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.39K- 40.74% |
$637K - $704K
|
2.02K
$1.03M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
84+ 1.01% |
$38.6K - $42.6K
|
8.41K
$4.28M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
BUY
|
- |
10+ 0.28% |
$4.59K - $5.07K
|
3.54K
$1.8M
|
|
|
Dec 17, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.58K+ 457900.0% |
$2.1M - $2.32M
|
4.58K
$2.33M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-22- 1.54% |
$10.1K - $11.2K
|
1.41K
$715K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-598- 4.34% |
$275K - $303K
|
13.2K
$6.71M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
90+ 0.89% |
$41.3K - $45.6K
|
10.2K
$5.17M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
267+ 199.25% |
$123K - $135K
|
401
$204K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.8K- 3.27% |
$1.29M - $1.42M
|
82.9K
$42.2M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.49K+ 57.22% |
$1.14M - $1.26M
|
6.84K
$3.48M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-865- 7.33% |
$397K - $438K
|
10.9K
$5.57M
|
|
|
Dec 12, 2025
Q3 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.1K- 1.0% |
$507K - $560K
|
109K
$55.4M
|
|
|
Dec 09, 2025
Q3 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-20- 4.56% |
$9.18K - $10.1K
|
419
$213K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$115K - $127K
|
250
$127K
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
15+ 1.69% |
$6.89K - $7.6K
|
902
$459K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.92K+ 2.51% |
$881K - $972K
|
78.4K
$39.9M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
351+ 4.6% |
$161K - $178K
|
7.99K
$4.06M
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
730+ 3.98% |
$335K - $370K
|
19.1K
$9.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-2.9K- 40.18% |
$1.33M - $1.47M
|
4.32K
$2.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
29+ 3.52% |
$13.3K - $14.7K
|
853
$434K
|
|