Equity and Debt

 BRK.B

 
Type Mil USD
Equity 300,659.0
Debt 102,270.0
 

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 2,254 9.47 Premium 2,562 15.20
New Owners Premium 120 57.89 Premium 82 70.83
Sold Out Premium 95 43.94 Premium 88 17.33
# of Owners Buying Premium 790 8.67 Premium 690 18.97
# of Owners Selling Premium 846 1.44 Premium 756 9.41
Total Shares Owned (Mil) Premium 837 0.18 Premium 413 3.32
Total Shares Bought (Mil) Premium 48 -2.59 Premium 7 21.26
Total Shares Sold (Mil) Premium 40 24.28 Premium 7 -22.90
Net Share Change (Mil) Premium 8 -54.17 Premium 1 -120.57

Fund Owners' Style

 BRK.B

393 1,614 439 Lg
33 68 13 Md
1 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 393 70,470,721 925,880 1,297,295 -0.52
Large Blend 1,614 294,353,305 5,028,018 2,598,325 0.83
Large Growth 439 45,010,282 1,451,295 2,437,334 -2.14
Mid Value 33 1,166,623 7,580 47,107 -3.28
Mid Blend 68 1,893,371 49,244 102,427 -2.73
Mid Growth 13 493,355 6,300 355,919 -41.47
Small Value 1 14,965 -- 400 --
Small Blend -- -- -- -- --
Small Growth 1 2,900 2,900 -- --
Total 2,562 413,405,522 7,471,217 6,838,807 0.15
Data displayed as of  07/31/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 43,189,943 393,427 1.75 1.24 06/30/2017
Vanguard 500 Index Inv Premium 28,451,496 349,745 1.15 1.46 06/30/2017
SPDR® S&P 500 ETF Premium 21,595,029 30,968 0.88 1.6 08/10/2017
Vanguard Institutional Index I Premium 19,701,658 -10,725 0.80 1.46 06/30/2017
Financial Select Sector SPDR® ETF Premium 15,982,374 -48,050 0.65 11.01 08/10/2017
Total: Top 5 funds Premium 128,920,500 715,365 5.23

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 12,000,000 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 10,065,000 -- 4,260,000 -- 14,325,000
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
iShares iBoxx $ Invst Grade Crp Bond 10,780,000 -- 0 -- 10,780,000
Vanguard Short-Term Corp Bd Idx 0 -- 10,909,000 -- 10,909,000
DFA Investment Grade Portfolio 4,532,000 -- 5,827,000 -10,000,000 10,359,000
Total: Top 10 funds 119,624,000 12,000,000 93,387,000 -10,000,000 213,011,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 438,811 28,256 8,927 14,584
# of Institution Owners 2,254 890 526 577
# of Fund Owners 2562 1540 886 732
% Owned by Institutions 33.90 79.28 81.86 75.19
% Owned by Funds 16.78 43.17 52.08 41.64
% Owned by Insiders 0.01 0.58 1.06 2.29