Equity and Debt

 BRK.B

 
Type Mil USD
Equity 283,001.0
Debt 101,644.0
 

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 2,052 -2.52 Premium 2,613 9.61
New Owners Premium 96 39.13 Premium 149 31.86
Sold Out Premium 65 3.17 Premium 63 -22.22
# of Owners Buying Premium 715 -8.33 Premium 644 -1.38
# of Owners Selling Premium 801 2.04 Premium 785 43.51
Total Shares Owned (Mil) Premium 846 -2.23 Premium 412 7.89
Total Shares Bought (Mil) Premium 39 -24.17 Premium 49 328.25
Total Shares Sold (Mil) Premium 46 68.59 Premium 5 -4.05
Net Share Change (Mil) Premium -7 -126.99 Premium 44 641.59

Fund Owners' Style

 BRK.B

453 1,664 378 Lg
42 58 16 Md
1 1 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 453 71,874,429 18,217,429 573,959 32.53
Large Blend 1,664 296,565,994 28,819,438 2,854,214 9.6
Large Growth 378 39,648,728 1,751,143 1,597,498 0.39
Mid Value 42 1,582,932 106,549 15,432 6.11
Mid Blend 58 1,603,309 23,113 64,953 -2.54
Mid Growth 16 822,854 152,045 169,194 -2.04
Small Value 1 15,365 -- 160 --
Small Blend 1 3,200 -- -- --
Small Growth 0 0 -- 2,200 --
Total 2,613 412,116,811 49,069,717 5,277,610 11.89
Data displayed as of  03/31/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 41,555,125 730,329 1.68 1.25 03/31/2017
Vanguard 500 Index Inv Premium 27,452,060 490,664 1.11 1.47 03/31/2017
SPDR® S&P 500 ETF Premium 22,010,910 22,010,910 0.90 1.55 04/26/2017
Vanguard Institutional Index I Premium 19,622,264 -166,576 0.80 1.47 03/31/2017
Financial Select Sector SPDR® ETF Premium 15,141,765 15,141,765 0.61 10.84 04/27/2017
Total: Top 5 funds Premium 125,782,124 38,207,092 5.1

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
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 -- 4,575,000 280,000 18,365,000
KLP Obligasjon Global I 10,000,000 -- 5,000,000 -- 15,000,000
iShares iBoxx $ Invst Grade Crp Bond 14,220,000 -- 0 -- 14,220,000
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
Total: Top 10 funds 123,390,000 0 81,581,000 280,000 204,971,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 410,941 23,294 9,502 13,724
# of Institution Owners 2,052 762 497 535
# of Fund Owners 2613 1429 922 751
% Owned by Institutions 34.31 84.30 80.84 74.65
% Owned by Funds 16.71 41.59 52.22 41.57
% Owned by Insiders 0.01 0.49 1.05 2.27