Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
West Oak Capital, LLC | 42 | 42 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
GLYNN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.38% | 0.87% | 1.52% | Q2 2013 | Q3 2023 | 42 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 42 | 42 | 0.03% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 39 | 39 | 1.54% | 1.95% | 3.93% | Q2 2013 | Q4 2022 | 39 |
Baldwin Investment Management, LLC | 38 | 38 | 0.64% | 0.80% | 0.99% | Q2 2013 | Q3 2022 | 38 |
Barton Investment Management | 28 | 2 | 0.17% | 0.41% | 0.75% | Q2 2013 | Q3 2023 | 38 |
Ironwood Investment Counsel, LLC | 36 | 1 | 0.12% | 0.73% | 1.86% | Q2 2014 | Q3 2023 | 37 |
BAXTER BROS INC | 30 | 1 | 6.44% | 7.46% | 9.53% | Q3 2013 | Q3 2023 | 37 |
Nadler Financial Group, Inc. | 31 | 3 | 0.20% | 0.42% | 0.68% | Q2 2013 | Q1 2022 | 34 |
GRIMES & COMPANY, INC. | 28 | 1 | 0.24% | 0.36% | 0.56% | Q2 2013 | Q3 2020 | 29 |
YHB Investment Advisors, Inc. | 29 | 29 | 2.20% | 3.01% | 3.87% | Q2 2013 | Q2 2020 | 29 |
CONNORS INVESTOR SERVICES INC | 16 | 10 | 0.03% | 0.04% | 0.07% | Q4 2015 | Q2 2022 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 2.77% | 3.49% | 4.29% | Q2 2013 | Q3 2019 | 26 |
JACOBS & CO/CA | 25 | 25 | 0.51% | 0.56% | 0.62% | Q2 2013 | Q2 2019 | 25 |
Regis Management CO LLC | 25 | 25 | 0.53% | 0.91% | 1.25% | Q1 2013 | Q1 2019 | 25 |
AR ASSET MANAGEMENT INC | 25 | 25 | 1.00% | 1.29% | 1.76% | Q2 2013 | Q2 2019 | 25 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.03% | 0.21% | Q1 2009 | Q3 2023 | 24 |
WBH ADVISORY INC | 24 | 24 | 0.13% | 0.59% | 0.87% | Q3 2014 | Q2 2020 | 24 |
Penobscot Investment Management Company, Inc. | 24 | 24 | 0.20% | 0.29% | 0.51% | Q4 2017 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q1 2019 | 24 |
Corrigan Financial, Inc. | 20 | 1 | 0.14% | 0.22% | 0.28% | Q1 2016 | Q2 2021 | 21 |
Whitegate Investment Counselors, Inc. | 14 | 1 | 3.60% | 4.36% | 4.99% | Q1 2014 | Q3 2021 | 20 |
HARBOUR INVESTMENT MANAGEMENT LLC | 20 | 20 | 2.22% | 2.57% | 3.02% | Q2 2013 | Q1 2018 | 20 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 19 | 19 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2017 | 19 |
LEVY HARKINS & CO INC/ | 12 | 6 | 7.27% | 9.57% | 11.31% | Q3 2013 | Q1 2018 | 18 |
PRENTISS SMITH & CO INC | 17 | 1 | 0.54% | 0.69% | 0.88% | Q2 2013 | Q4 2017 | 18 |
ASHFORD CAPITAL MANAGEMENT INC | 18 | 18 | 0.20% | 0.28% | 0.43% | Q2 2013 | Q3 2017 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.18% | 0.40% | 0.60% | Q1 2015 | Q2 2019 | 18 |
Covington Capital Management | 17 | 17 | 1.30% | 1.58% | 1.83% | Q2 2013 | Q2 2017 | 17 |
NATIONAL INVESTMENT SERVICES INC /WI | 9 | 1 | 0.52% | 1.79% | 2.21% | Q2 2013 | Q2 2019 | 16 |
M. Kraus & Co | 16 | 16 | 3.70% | 4.11% | 4.62% | Q4 2013 | Q3 2017 | 16 |
Legacy Capital Partners, Inc. | 16 | 16 | 0.13% | 0.18% | 0.29% | Q2 2013 | Q1 2017 | 16 |
Cubic Asset Management, LLC | 16 | 16 | 0.15% | 0.28% | 0.55% | Q2 2013 | Q1 2017 | 16 |
Palisade Asset Management, LLC | 15 | 15 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q3 2017 | 15 |
Tower View Wealth Management LLC | 15 | 15 | 0.10% | 1.17% | 2.62% | Q4 2017 | Q2 2021 | 15 |
Parametric Risk Advisors LLC | 14 | 14 | 0.50% | 0.84% | 2.76% | Q2 2013 | Q3 2016 | 14 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 11 | 3 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q3 2020 | 14 |
Grassi Investment Management | 6 | 1 | 0.02% | 0.35% | 0.80% | Q1 2015 | Q3 2023 | 13 |
BONNESS ENTERPRISES INC | 12 | 1 | 0.18% | 1.39% | 1.91% | Q4 2014 | Q3 2019 | 13 |
Welch Group, LLC | 13 | 13 | 0.18% | 0.21% | 0.24% | Q4 2016 | Q4 2019 | 13 |
AUXIER ASSET MANAGEMENT | 12 | 12 | 0.55% | 0.62% | 0.74% | Q2 2013 | Q1 2016 | 12 |
ROBERTS GLORE & CO INC /IL/ | 12 | 12 | 5.07% | 5.58% | 6.00% | Q2 2013 | Q1 2016 | 12 |
HT Partners LLC | 12 | 12 | 0.13% | 0.34% | 1.22% | Q3 2013 | Q2 2016 | 12 |
Ruffer LLP | 8 | 3 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 2.05% | 2.25% | 2.40% | Q2 2013 | Q4 2015 | 11 |
Daniel Devine & Co | 11 | 11 | 1.35% | 2.07% | 2.54% | Q4 2015 | Q2 2018 | 11 |
INDEPENDENT INVESTORS INC | 10 | 10 | 1.03% | 1.14% | 1.30% | Q3 2013 | Q4 2015 | 10 |
Opus Capital Group, LLC | 6 | 4 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MARSHALL & SULLIVAN INC /WA/ | 9 | 1 | 0.18% | 0.20% | 0.24% | Q2 2014 | Q4 2016 | 10 |
Long Road Investment Counsel, LLC | 10 | 10 | 0.28% | 0.29% | 0.32% | Q1 2015 | Q2 2017 | 10 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 10 | 10 | 0.29% | 0.37% | 0.51% | Q2 2013 | Q3 2015 | 10 |
ARKANSAS FINANCIAL GROUP, INC. | 9 | 9 | 0.30% | 0.37% | 0.44% | Q1 2019 | Q1 2021 | 9 |
Tillar-Wenstrup Advisors, LLC | 9 | 9 | 3.09% | 3.53% | 4.15% | Q4 2013 | Q4 2015 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 9 |
Kelman-Lazarov, Inc. | 5 | 4 | 4.73% | 5.27% | 5.90% | Q1 2016 | Q2 2018 | 9 |
Windsor Financial Group, LLC | 8 | 8 | 3.30% | 3.71% | 4.23% | Q2 2013 | Q1 2015 | 8 |
WENDELL DAVID ASSOCIATES INC | 8 | 8 | 0.31% | 0.32% | 0.34% | Q2 2013 | Q1 2015 | 8 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 1 | 0.36% | 0.87% | 1.15% | Q4 2018 | Q1 2023 | 8 |
Winch Advisory Services, LLC | 4 | 1 | 0.17% | 4.07% | 9.07% | Q1 2014 | Q2 2016 | 8 |
D'Orazio & Associates, Inc. | 7 | 7 | 12.65% | 14.38% | 15.99% | Q4 2013 | Q2 2015 | 7 |
Linker Capital Management Inc. | 7 | 7 | 0.25% | 0.70% | 3.17% | Q4 2021 | Q2 2023 | 7 |
Texan Capital Management | 7 | 7 | 0.52% | 1.19% | 1.81% | Q2 2016 | Q4 2017 | 7 |
BLACKHILL CAPITAL INC | 7 | 7 | 0.64% | 0.69% | 0.71% | Q2 2013 | Q4 2014 | 7 |
America First Investment Advisors, LLC | 7 | 7 | 0.96% | 1.06% | 1.13% | Q2 2013 | Q4 2014 | 7 |
BURNEY CO/ | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 6 | 6 | 0.07% | 0.57% | 0.85% | Q3 2019 | Q4 2020 | 6 |
Abacus Planning Group, Inc. | 4 | 2 | 0.25% | 0.38% | 0.69% | Q4 2017 | Q2 2019 | 6 |
FLOOD GAMBLE ASSOCIATES INC | 6 | 6 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q3 2015 | 6 |
Paragon Capital Management LLC | 5 | 5 | 0.28% | 0.29% | 0.29% | Q2 2013 | Q2 2014 | 5 |
SANDER CAPITAL ADVISORS INC | 5 | 5 | 2.17% | 2.85% | 3.38% | Q3 2022 | Q3 2023 | 5 |
Cambridge Advisors Inc. | 5 | 5 | 0.24% | 1.62% | 2.24% | Q4 2014 | Q4 2015 | 5 |
FISHMAN JAY A LTD/MI | 5 | 5 | 0.06% | 0.23% | 0.34% | Q2 2013 | Q2 2014 | 5 |
BFSG, LLC | 5 | 5 | 1.23% | 1.29% | 1.35% | Q1 2017 | Q1 2018 | 5 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Drystone LLC | 4 | 4 | 4.66% | 5.62% | 6.40% | Q4 2021 | Q3 2022 | 4 |
Intelligent Financial Strategies | 4 | 4 | 28.89% | 35.47% | 40.39% | Q4 2022 | Q3 2023 | 4 |
CULLINAN ASSOCIATES INC | 2 | 1 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 4 |
Holloway Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
SCHALLER INVESTMENT GROUP INC | 3 | 3 | 7.51% | 7.70% | 7.94% | Q2 2013 | Q4 2013 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Reynders McVeigh Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Unconventional Investor, LLC | 3 | 3 | 11.14% | 13.56% | 15.01% | Q4 2021 | Q2 2022 | 3 |
Glassman Wealth Services | 2 | 1 | 1.00% | 1.05% | 1.10% | Q4 2014 | Q3 2015 | 3 |
CORRADO ADVISORS, LLC | 3 | 3 | 0.60% | 0.66% | 0.70% | Q4 2009 | Q2 2010 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.79% | 0.87% | 0.93% | Q4 2019 | Q2 2020 | 3 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2013 | Q3 2013 | 2 |
YCG, LLC | 2 | 2 | 1.89% | 2.62% | 3.34% | Q4 2015 | Q1 2016 | 2 |
IRON Financial LLC | 1 | 1 | 0.18% | 0.20% | 0.21% | Q1 2017 | Q1 2019 | 2 |
SOL Capital Management CO | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2018 | Q3 2018 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.91% | 1.13% | 1.35% | Q1 2016 | Q2 2016 | 2 |
Glenview Trust Co | 1 | 1 | 0.23% | 0.28% | 0.33% | Q4 2008 | Q4 2009 | 2 |
Wealth Architects, LLC | 2 | 2 | 1.28% | 1.33% | 1.38% | Q4 2014 | Q1 2015 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q3 2013 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.86% | 1.00% | 1.14% | Q1 2022 | Q2 2022 | 2 |
Newfound Research LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.21% | 0.36% | 0.51% | Q2 2022 | Q3 2022 | 2 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
HORAN CAPITAL MANAGEMENT | 2 | 2 | 5.78% | 5.80% | 5.82% | Q2 2015 | Q3 2015 | 2 |
WFA of San Diego, LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q1 2021 | Q1 2021 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Watchman Group, Inc. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2022 | Q3 2022 | 1 |
McGinn Penninger Investment Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2013 | Q1 2013 | 1 |
Tidal Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Trellis Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2014 | Q4 2014 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 31.97% | 31.97% | 31.97% | Q2 2013 | Q2 2013 | 1 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Goldstein Munger & Associates | 1 | 1 | 3.77% | 3.77% | 3.77% | Q4 2009 | Q4 2009 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2019 | Q2 2019 | 1 |
Sippican Capital Advisors | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2020 | Q3 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Nixon Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
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.