Berkshire Hathaway Cl B shareholder history

Current and past Berkshire Hathaway Cl B shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
West Oak Capital, LLC 42420.06%0.11%0.19%Q2 2013Q3 202342
GLYNN CAPITAL MANAGEMENT LLC 42420.38%0.87%1.52%Q2 2013Q3 202342
KELLY LAWRENCE W & ASSOCIATES INC/CA 42420.03%0.09%0.43%Q2 2013Q3 202342
Cohen Klingenstein LLC 39391.54%1.95%3.93%Q2 2013Q4 202239
Baldwin Investment Management, LLC 38380.64%0.80%0.99%Q2 2013Q3 202238
Barton Investment Management 2820.17%0.41%0.75%Q2 2013Q3 202338
Ironwood Investment Counsel, LLC 3610.12%0.73%1.86%Q2 2014Q3 202337
BAXTER BROS INC 3016.44%7.46%9.53%Q3 2013Q3 202337
Nadler Financial Group, Inc. 3130.20%0.42%0.68%Q2 2013Q1 202234
GRIMES & COMPANY, INC. 2810.24%0.36%0.56%Q2 2013Q3 202029
YHB Investment Advisors, Inc. 29292.20%3.01%3.87%Q2 2013Q2 202029
CONNORS INVESTOR SERVICES INC 16100.03%0.04%0.07%Q4 2015Q2 202226
HALSEY ASSOCIATES INC/CT 26262.77%3.49%4.29%Q2 2013Q3 201926
JACOBS & CO/CA 25250.51%0.56%0.62%Q2 2013Q2 201925
Regis Management CO LLC 25250.53%0.91%1.25%Q1 2013Q1 201925
AR ASSET MANAGEMENT INC 25251.00%1.29%1.76%Q2 2013Q2 201925
HUNTINGTON NATIONAL BANK 1820.00%0.03%0.21%Q1 2009Q3 202324
WBH ADVISORY INC 24240.13%0.59%0.87%Q3 2014Q2 202024
Penobscot Investment Management Company, Inc. 24240.20%0.29%0.51%Q4 2017Q3 202324
TIRSCHWELL & LOEWY INC 24240.14%0.17%0.21%Q2 2013Q1 201924
Corrigan Financial, Inc. 2010.14%0.22%0.28%Q1 2016Q2 202121
Whitegate Investment Counselors, Inc. 1413.60%4.36%4.99%Q1 2014Q3 202120
HARBOUR INVESTMENT MANAGEMENT LLC 20202.22%2.57%3.02%Q2 2013Q1 201820
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 19190.04%0.06%0.09%Q2 2013Q4 201719
LEVY HARKINS & CO INC/ 1267.27%9.57%11.31%Q3 2013Q1 201818
PRENTISS SMITH & CO INC 1710.54%0.69%0.88%Q2 2013Q4 201718
ASHFORD CAPITAL MANAGEMENT INC 18180.20%0.28%0.43%Q2 2013Q3 201718
Mengis Capital Management, Inc. 18180.18%0.40%0.60%Q1 2015Q2 201918
Covington Capital Management 17171.30%1.58%1.83%Q2 2013Q2 201717
NATIONAL INVESTMENT SERVICES INC /WI 910.52%1.79%2.21%Q2 2013Q2 201916
M. Kraus & Co 16163.70%4.11%4.62%Q4 2013Q3 201716
Legacy Capital Partners, Inc. 16160.13%0.18%0.29%Q2 2013Q1 201716
Cubic Asset Management, LLC 16160.15%0.28%0.55%Q2 2013Q1 201716
Palisade Asset Management, LLC 15150.05%0.07%0.08%Q1 2014Q3 201715
Tower View Wealth Management LLC 15150.10%1.17%2.62%Q4 2017Q2 202115
Parametric Risk Advisors LLC 14140.50%0.84%2.76%Q2 2013Q3 201614
ACADEMY CAPITAL MANAGEMENT INC/TX 1130.04%0.07%0.12%Q3 2015Q3 202014
Grassi Investment Management 610.02%0.35%0.80%Q1 2015Q3 202313
BONNESS ENTERPRISES INC 1210.18%1.39%1.91%Q4 2014Q3 201913
Welch Group, LLC 13130.18%0.21%0.24%Q4 2016Q4 201913
AUXIER ASSET MANAGEMENT 12120.55%0.62%0.74%Q2 2013Q1 201612
ROBERTS GLORE & CO INC /IL/ 12125.07%5.58%6.00%Q2 2013Q1 201612
HT Partners LLC 12120.13%0.34%1.22%Q3 2013Q2 201612
Ruffer LLP 830.06%0.07%0.09%Q2 2013Q1 201611
Taylor, Cottrill LLC 11112.05%2.25%2.40%Q2 2013Q4 201511
Daniel Devine & Co 11111.35%2.07%2.54%Q4 2015Q2 201811
INDEPENDENT INVESTORS INC 10101.03%1.14%1.30%Q3 2013Q4 201510
Opus Capital Group, LLC 640.04%0.08%0.11%Q4 2018Q3 202310
Sawyer & Company, Inc 10100.00%0.03%0.04%Q2 2021Q3 202310
MARSHALL & SULLIVAN INC /WA/ 910.18%0.20%0.24%Q2 2014Q4 201610
Long Road Investment Counsel, LLC 10100.28%0.29%0.32%Q1 2015Q2 201710
ORLEANS CAPITAL MANAGEMENT CORP/LA 10100.29%0.37%0.51%Q2 2013Q3 201510
ARKANSAS FINANCIAL GROUP, INC. 990.30%0.37%0.44%Q1 2019Q1 20219
Tillar-Wenstrup Advisors, LLC 993.09%3.53%4.15%Q4 2013Q4 20159
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.01%0.02%Q1 2017Q1 20199
Kelman-Lazarov, Inc. 544.73%5.27%5.90%Q1 2016Q2 20189
Windsor Financial Group, LLC 883.30%3.71%4.23%Q2 2013Q1 20158
WENDELL DAVID ASSOCIATES INC 880.31%0.32%0.34%Q2 2013Q1 20158
FIRST NATIONAL CORP /MA/ /ADV 510.36%0.87%1.15%Q4 2018Q1 20238
Winch Advisory Services, LLC 410.17%4.07%9.07%Q1 2014Q2 20168
D'Orazio & Associates, Inc. 7712.65%14.38%15.99%Q4 2013Q2 20157
Linker Capital Management Inc. 770.25%0.70%3.17%Q4 2021Q2 20237
Texan Capital Management 770.52%1.19%1.81%Q2 2016Q4 20177
BLACKHILL CAPITAL INC 770.64%0.69%0.71%Q2 2013Q4 20147
America First Investment Advisors, LLC 770.96%1.06%1.13%Q2 2013Q4 20147
BURNEY CO/ 660.00%0.03%0.05%Q2 2013Q3 20146
IFP Advisors, Inc 660.00%0.00%0.00%Q1 2020Q2 20216
GUYASUTA INVESTMENT ADVISORS INC 660.22%0.24%0.26%Q2 2013Q3 20146
NORTHSTAR INVESTMENT ADVISORS LLC 660.07%0.57%0.85%Q3 2019Q4 20206
Abacus Planning Group, Inc. 420.25%0.38%0.69%Q4 2017Q2 20196
FLOOD GAMBLE ASSOCIATES INC 660.10%0.10%0.11%Q2 2014Q3 20156
Paragon Capital Management LLC 550.28%0.29%0.29%Q2 2013Q2 20145
SANDER CAPITAL ADVISORS INC 552.17%2.85%3.38%Q3 2022Q3 20235
Cambridge Advisors Inc. 550.24%1.62%2.24%Q4 2014Q4 20155
FISHMAN JAY A LTD/MI 550.06%0.23%0.34%Q2 2013Q2 20145
BFSG, LLC 551.23%1.29%1.35%Q1 2017Q1 20185
GW HENSSLER & ASSOCIATES LTD 440.04%0.05%0.06%Q2 2013Q1 20144
Drystone LLC 444.66%5.62%6.40%Q4 2021Q3 20224
Intelligent Financial Strategies 4428.89%35.47%40.39%Q4 2022Q3 20234
CULLINAN ASSOCIATES INC 210.22%0.24%0.26%Q2 2013Q3 20144
Holloway Wealth Management, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
SCHALLER INVESTMENT GROUP INC 337.51%7.70%7.94%Q2 2013Q4 20133
Bedell Frazier Investment Counselling, LLC 330.13%0.14%0.14%Q2 2013Q4 20133
Reynders McVeigh Capital Management, LLC 210.01%0.01%0.01%Q1 2022Q3 20233
AlphaMark Advisors, LLC 330.03%0.03%0.03%Q2 2013Q4 20133
Unconventional Investor, LLC 3311.14%13.56%15.01%Q4 2021Q2 20223
Glassman Wealth Services 211.00%1.05%1.10%Q4 2014Q3 20153
CORRADO ADVISORS, LLC 330.60%0.66%0.70%Q4 2009Q2 20103
NORTH STAR ASSET MANAGEMENT INC 330.05%0.05%0.05%Q2 2013Q4 20133
Freedom Investment Management, Inc. 210.10%0.11%0.12%Q2 2014Q1 20153
WASHINGTON TRUST Co 330.79%0.87%0.93%Q4 2019Q2 20203
AMBS INVESTMENT COUNSEL LLC 220.28%0.31%0.35%Q2 2013Q3 20132
YCG, LLC 221.89%2.62%3.34%Q4 2015Q1 20162
IRON Financial LLC 110.18%0.20%0.21%Q1 2017Q1 20192
SOL Capital Management CO 220.43%0.43%0.44%Q2 2013Q3 20132
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.21%0.21%0.22%Q2 2018Q3 20182
ICON ADVISERS INC/CO 220.91%1.13%1.35%Q1 2016Q2 20162
Glenview Trust Co 110.23%0.28%0.33%Q4 2008Q4 20092
Wealth Architects, LLC 221.28%1.33%1.38%Q4 2014Q1 20152
Bragg Financial Advisors, Inc 220.26%0.26%0.26%Q2 2013Q3 20132
COLONY GROUP LLC 220.86%1.00%1.14%Q1 2022Q2 20222
Newfound Research LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Moloney Securities Asset Management, LLC 220.06%0.07%0.08%Q1 2023Q2 20232
Blueprint Investment Partners LLC 220.21%0.36%0.51%Q2 2022Q3 20222
ROFFMAN MILLER ASSOCIATES INC /PA/ 220.12%0.12%0.12%Q2 2013Q3 20132
HORAN CAPITAL MANAGEMENT 225.78%5.80%5.82%Q2 2015Q3 20152
WFA of San Diego, LLC 113.23%3.23%3.23%Q1 2021Q1 20211
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.02%0.02%0.02%Q2 2020Q2 20201
Watchman Group, Inc. 112.84%2.84%2.84%Q3 2022Q3 20221
McGinn Penninger Investment Management, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
Bromfield Sneider Wealth Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
EXENCIAL WEALTH ADVISORS, LLC 110.26%0.26%0.26%Q1 2013Q1 20131
Tidal Investments LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Westbourne Investment Advisors, Inc. 110.12%0.12%0.12%Q2 2016Q2 20161
INSIGHT 2811, INC. 110.32%0.32%0.32%Q2 2013Q2 20131
Trellis Advisors, LLC 110.42%0.42%0.42%Q4 2017Q4 20171
Analyst IMS Investment Management Services Ltd. 111.46%1.46%1.46%Q4 2014Q4 20141
Greylin Investment Management, Inc 1131.97%31.97%31.97%Q2 2013Q2 20131
Bradley & Co. Private Wealth Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
DERBY & COMPANY, INC 110.14%0.14%0.14%Q4 2017Q4 20171
Ruggie Capital Group 110.47%0.47%0.47%Q2 2019Q2 20191
Goldstein Munger & Associates 113.77%3.77%3.77%Q4 2009Q4 20091
JANICZEK WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
PIN OAK INVESTMENT ADVISORS INC 112.38%2.38%2.38%Q2 2019Q2 20191
Sippican Capital Advisors 110.55%0.55%0.55%Q3 2020Q3 20201
Tradewinds Capital Management, LLC 110.34%0.34%0.34%Q3 2017Q3 20171
PEDDOCK CAPITAL ADVISORS, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Nixon Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Tandem Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Courage Miller Partners, LLC 110.32%0.32%0.32%Q1 2020Q1 20201
Merriman Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Nelson Capital Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
External links

This page lists all the filers that currently own Berkshire Hathaway Cl B or have owned Berkshire Hathaway Cl B in the past.