Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ZWJ INVESTMENT COUNSEL INC | 14 | 14 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q3 2016 | 14 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 14 | 14 | 0.09% | 0.15% | 0.18% | Q2 2013 | Q3 2016 | 14 |
STERLING INVESTMENT MANAGEMENT, LLC | 14 | 14 | 2.50% | 4.26% | 7.28% | Q2 2013 | Q3 2016 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.26% | 0.34% | 0.45% | Q2 2013 | Q3 2016 | 14 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 14 | 14 | 5.36% | 6.21% | 7.08% | Q2 2013 | Q3 2016 | 14 |
JNBA Financial Advisors | 13 | 13 | 0.08% | 0.10% | 0.18% | Q2 2013 | Q2 2016 | 13 |
TOWER BRIDGE ADVISORS | 9 | 3 | 0.03% | 0.10% | 0.14% | Q2 2013 | Q3 2016 | 12 |
KELLEHER FINANCIAL ADVISORS | 6 | 5 | 0.11% | 0.81% | 1.05% | Q2 2013 | Q2 2016 | 11 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 11 | 11 | 3.16% | 3.33% | 3.66% | Q1 2014 | Q3 2016 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q4 2015 | 11 |
DAVIS CAPITAL PARTNERS, LLC | 10 | 10 | 3.37% | 3.89% | 4.71% | Q2 2013 | Q3 2015 | 10 |
Estabrook Capital Management | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Montecito Bank & Trust | 9 | 9 | 0.18% | 0.21% | 0.25% | Q2 2014 | Q2 2016 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 9 | 0.18% | 0.20% | 0.22% | Q2 2014 | Q2 2016 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 5 | 4 | 1.22% | 1.34% | 1.49% | Q3 2013 | Q4 2015 | 9 |
BIGLARI CAPITAL CORP. | 6 | 2 | 0.03% | 0.06% | 0.07% | Q3 2013 | Q3 2016 | 8 |
M Holdings Securities, Inc. | 8 | 8 | 0.14% | 0.22% | 0.28% | Q4 2014 | Q3 2016 | 8 |
HL FINANCIAL SERVICES LLC | 7 | 1 | 0.15% | 0.16% | 0.19% | Q3 2013 | Q3 2016 | 8 |
SPECTRUM ADVISORY SERVICES INC | 8 | 8 | 2.04% | 2.39% | 2.59% | Q2 2014 | Q1 2016 | 8 |
Waldron Private Wealth LLC | 6 | 2 | 0.81% | 0.99% | 1.43% | Q2 2014 | Q3 2016 | 8 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2016 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.32% | 0.34% | 0.37% | Q2 2014 | Q4 2015 | 7 |
Aquamarine Capital Management, LLC | 7 | 7 | 4.28% | 4.96% | 5.87% | Q1 2015 | Q3 2016 | 7 |
RONALD BLUE & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 7 |
JRM Investment Counsel, LLC | 6 | 6 | 2.50% | 4.12% | 6.43% | Q1 2015 | Q2 2016 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Hendershot Investments Inc. | 4 | 2 | 0.21% | 0.23% | 0.24% | Q3 2014 | Q3 2016 | 6 |
Benchmark Capital Advisors | 3 | 1 | 0.43% | 0.48% | 0.58% | Q2 2014 | Q3 2016 | 6 |
FormulaFolio Investments, LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2016 | 6 |
Bares Capital Management | 5 | 5 | 0.14% | 0.15% | 0.18% | Q1 2013 | Q1 2014 | 5 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 5 | 0.04% | 0.08% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Central Square Management LLC | 3 | 1 | 1.00% | 2.68% | 4.82% | Q3 2013 | Q1 2015 | 5 |
Salient Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
DENVER INVESTMENT ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q1 2014 | 4 |
HighPoint Advisor Group LLC | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2015 | Q3 2016 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.52% | 0.54% | 0.57% | Q2 2013 | Q1 2014 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.77% | 0.88% | 0.98% | Q4 2015 | Q3 2016 | 4 |
Janney Montgomery Scott LLC | 1 | 1 | 0.21% | 0.23% | 0.25% | Q4 2013 | Q3 2015 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q3 2014 | 3 |
Corundum Group, Inc. | 2 | 1 | 1.78% | 1.92% | 2.08% | Q2 2013 | Q2 2014 | 3 |
WADE G W & INC | 2 | 1 | 0.58% | 0.61% | 0.62% | Q4 2015 | Q3 2016 | 3 |
International Value Advisers | 2 | 1 | 9.41% | 9.88% | 10.72% | Q2 2013 | Q2 2014 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q3 2013 | Q1 2014 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.68% | 0.71% | 0.74% | Q2 2013 | Q4 2013 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q4 2013 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.84% | 0.89% | 0.92% | Q2 2015 | Q4 2015 | 3 |
Stellar Capital Management, LLC | 2 | 1 | 0.42% | 0.46% | 0.47% | Q1 2014 | Q2 2016 | 3 |
Financial Advisory Group | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q3 2016 | 3 |
Trust Co | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2015 | Q3 2016 | 3 |
Barton Investment Management | 3 | 3 | 0.70% | 0.74% | 0.79% | Q1 2016 | Q3 2016 | 3 |
Hirtle Callaghan & Co LLC | 2 | 2 | 3.33% | 3.40% | 3.48% | Q2 2014 | Q3 2014 | 2 |
Merit Investment Management, LLC | 2 | 2 | 0.61% | 0.72% | 0.82% | Q2 2013 | Q3 2013 | 2 |
CMT TRADING LLC | 1 | 1 | 25.41% | 36.43% | 47.44% | Q2 2014 | Q1 2016 | 2 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.59% | 0.64% | 0.69% | Q2 2014 | Q2 2015 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Wealth Architects, LLC | 1 | 1 | 0.55% | 0.61% | 0.66% | Q4 2014 | Q2 2015 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q3 2013 | Q4 2013 | 2 |
STATE STREET CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Sterneck Capital Management, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2014 | Q4 2014 | 2 |
Moon Capital Management, LLC | 2 | 2 | 0.73% | 0.88% | 1.02% | Q3 2013 | Q4 2013 | 2 |
Ruggie Capital Group | 1 | 1 | 1.95% | 1.99% | 2.03% | Q4 2014 | Q1 2016 | 2 |
GRACE & WHITE INC /NY | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q2 2015 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2016 | Q3 2016 | 2 |
Front Street Capital Management, Inc. | 2 | 2 | 0.83% | 0.84% | 0.86% | Q2 2016 | Q3 2016 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.58% | 1.23% | 1.88% | Q2 2015 | Q4 2015 | 2 |
Overbrook Management Corp | 2 | 2 | 0.39% | 0.40% | 0.40% | Q2 2013 | Q3 2013 | 2 |
BEACON TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 2 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 1 | 1 | 4.57% | 4.57% | 4.57% | Q2 2014 | Q2 2014 | 1 |
CWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2013 | Q1 2013 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2015 | Q4 2015 | 1 |
Lourd Capital, LLC | 1 | 1 | 57.14% | 57.14% | 57.14% | Q3 2014 | Q3 2014 | 1 |
Troy Asset Management Ltd | 1 | 1 | 5.41% | 5.41% | 5.41% | Q2 2015 | Q2 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 1 | 1 | 4.01% | 4.01% | 4.01% | Q3 2013 | Q3 2013 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2013 | Q3 2013 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2016 | Q2 2016 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2015 | Q4 2015 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2014 | Q3 2014 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2013 | Q4 2013 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2013 | Q4 2013 | 1 |
Sandy Spring Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Mariner, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
MARCUARD FAMILY OFFICE LTD | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2013 | Q2 2013 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2016 | Q2 2016 | 1 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own BERKSHIRE HATHAWAY INC DEL or have owned BERKSHIRE HATHAWAY INC DEL in the past.