Equity and Debt

 BRK.B

 
Type Mil USD
Equity 269,264.0
Debt 101,798.0
 

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 2,338 11.81 Premium 2,594 13.23
New Owners Premium 127 86.76 Premium 117 10.38
Sold Out Premium 78 30.00 Premium 65 -10.96
# of Owners Buying Premium 800 2.70 Premium 687 7.51
# of Owners Selling Premium 890 14.25 Premium 768 51.18
Total Shares Owned (Mil) Premium 868 0.45 Premium 409 7.49
Total Shares Bought (Mil) Premium 43 -17.02 Premium 11 -5.11
Total Shares Sold (Mil) Premium 41 52.67 Premium 6 6.55
Net Share Change (Mil) Premium 2 -92.52 Premium 5 -15.60

Fund Owners' Style

 BRK.B

465 1,643 378 Lg
42 50 13 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 465 69,850,435 1,585,465 625,043 1.39
Large Blend 1,643 296,220,671 6,000,193 3,286,755 0.92
Large Growth 378 39,206,628 3,138,837 1,498,363 4.37
Mid Value 42 1,419,362 44,605 5,199 2.86
Mid Blend 50 1,874,252 11,307 106,503 -4.83
Mid Growth 13 642,625 6,206 166,071 -19.92
Small Value 1 15,365 -- 160 --
Small Blend 1 3,200 -- 1,291 --
Small Growth 1 2,200 1,100 979 5.82
Total 2,594 409,234,738 10,787,713 5,690,364 1.26
Data displayed as of  01/31/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 40,293,812 893,589 1.63 1.27 01/31/2017
Vanguard 500 Index Inv Premium 26,635,978 408,002 1.08 1.49 01/31/2017
SPDR® S&P 500 ETF Premium 21,752,748 15,400 0.91 1.59 02/23/2017
Vanguard Institutional Index I Premium 19,688,282 78,353 0.80 1.5 01/31/2017
Financial Select Sector SPDR® ETF Premium 15,853,373 -29,412 0.67 10.7 02/23/2017
Total: Top 5 funds Premium 124,224,193 1,365,932 5.09

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 46,057,000 -- 0 -- 46,057,000
Metropolitan West Total Return Bond Fund 39,529,000 -- 0 -- 39,529,000
JPMorgan Core Bond Fund 2,326,000 -- 24,069,000 -- 26,395,000
PIMCO Long Duration Total Return Fund 22,400,000 -- 0 -- 22,400,000
DFA Investment Grade Portfolio 4,532,000 -- 15,827,000 -- 20,359,000
Vanguard Total Bond Market Index Fund 13,790,000 -- 4,994,000 -- 18,784,000
iShares iBoxx $ Invst Grade Crp Bond 15,423,000 -- 0 -- 15,423,000
KLP Obligasjon Global I 10,000,000 -- 5,000,000 -- 15,000,000
VA CollegeAmerica IntmBd Fd of America 0 -- 15,000,000 -- 15,000,000
DFA One Year Fixed Income Portfolio 0 -- 12,850,000 -- 12,850,000
Total: Top 10 funds 154,057,000 0 77,740,000 0 231,797,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 419,772 22,680 10,010 13,669
# of Institution Owners 2,338 846 544 593
# of Fund Owners 2594 1421 931 765
% Owned by Institutions 35.19 83.09 82.90 75.38
% Owned by Funds 16.70 41.81 52.53 41.60
% Owned by Insiders 0.01 0.53 1.13 2.4