Equity and Debt

 BRK.B

 
Type Mil USD
Equity 308,278.0
Debt 101,490.0
 

Equity Owners

 BRK.B

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 BRK.B

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 2,282 9.45 Premium 2,492 8.92
New Owners Premium 112 64.71 Premium 83 9.21
Sold Out Premium 97 16.87 Premium 98 -26.32
# of Owners Buying Premium 802 1.13 Premium 606 -0.66
# of Owners Selling Premium 856 9.32 Premium 744 9.57
Total Shares Owned (Mil) Premium 926 7.71 Premium 429 6.79
Total Shares Bought (Mil) Premium 127 63.32 Premium 8 26.52
Total Shares Sold (Mil) Premium 32 -21.05 Premium 5 -32.54
Net Share Change (Mil) Premium 95 154.46 Premium 3 -257.04

Fund Owners' Style

 BRK.B

392 1,579 411 Lg
28 67 12 Md
2 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 392 76,262,797 1,184,184 814,803 0.49
Large Blend 1,579 306,062,857 3,988,537 3,452,410 0.18
Large Growth 411 42,555,772 2,731,968 998,398 4.25
Mid Value 28 879,606 47,919 10,995 4.38
Mid Blend 67 2,665,924 30,936 75,477 -1.64
Mid Growth 12 467,947 1,009 15,262 -2.96
Small Value 2 17,265 -- 700 --
Small Blend -- -- -- -- --
Small Growth 1 18,500 9,000 3,702 40.13
Total 2,492 428,930,668 7,993,553 5,371,747 0.62
Data displayed as of  11/30/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 44,950,092 165,780 1.82 1.32 10/31/2017
Vanguard 500 Index Inv Premium 30,862,295 469,389 1.25 1.56 11/30/2017
SPDR® S&P 500 ETF Premium 22,792,628 -91,840 0.94 1.66 12/14/2017
Financial Select Sector SPDR® ETF Premium 18,702,471 -280,528 0.77 11.22 12/14/2017
Vanguard Institutional Index I Premium 18,965,202 -379,991 0.77 1.53 10/31/2017
Fidelity Spartan® 500 Index Inv Premium 11,477,175 286,928 0.47 1.62 10/31/2017
Vanguard Value Index Inv Premium 10,058,981 27,909 0.41 3.06 11/30/2017
iShares Russell 1000 Value Premium 6,216,037 23,429 0.26 3.02 12/13/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 5,704,508 0 0.23 0.65 09/30/2017
VA CollegeAmerica Invmt Co of Amer 529E Premium 5,050,000 0 0.20 1.05 09/30/2017
Total: Top 10 funds Premium 174,779,389 221,076 7.12

Bond Ownership

 BRK.B

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 58,057,000 -- 0 -- 58,057,000
DFA Five-Year Global Fixed-Income Port 0 -- 39,959,000 -- 39,959,000
PIMCO Long Duration Total Return Fund 22,400,000 -- 0 -- 22,400,000
Vanguard Total Bond Market Index Fund 13,790,000 -- 4,582,000 -- 18,372,000
Vanguard Total Bond Market II Index Fund 11,365,000 500,000 4,260,000 -- 15,625,000
VA CollegeAmerica IntmBd Fd of America 0 -- 15,000,000 -- 15,000,000
Vanguard Short-Term Corp Bd Idx 0 -- 11,666,000 -- 11,666,000
DFA Investment Grade Portfolio 4,532,000 -- 5,827,000 -- 10,359,000
Vanguard Short-Term Bond Index Fund 0 -- 10,050,000 -- 10,050,000
Principal Income Fund 5,000,000 -- 5,000,000 -- 10,000,000
Total: Top 10 funds 115,144,000 500,000 96,344,000 0 211,488,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 487,666 32,257 8,884 15,935
# of Institution Owners 2,282 945 511 601
# of Fund Owners 2492 1546 835 730
% Owned by Institutions 35.86 84.54 82.77 76.48
% Owned by Funds 17.68 44.85 52.42 42.11
% Owned by Insiders 0.01 0.56 1.04 2.03