Equity and Debt

 BRK.B

 
Type Mil USD
Equity 347,401.0
Debt 99,085.0
 

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 2,236 2.47 Premium 2,464 7.22
New Owners Premium 101 12.22 Premium 85 14.86
Sold Out Premium 76 8.57 Premium 74 -31.48
# of Owners Buying Premium 806 1.00 Premium 639 8.12
# of Owners Selling Premium 867 1.17 Premium 694 -1.28
Total Shares Owned (Mil) Premium 979 5.57 Premium 429 1.44
Total Shares Bought (Mil) Premium 38 -1.73 Premium 6 -24.67
Total Shares Sold (Mil) Premium 91 24.15 Premium 6 -25.50
Net Share Change (Mil) Premium -53 53.21 Premium 0 -8.14

Fund Owners' Style

 BRK.B

360 1,650 369 Lg
20 45 17 Md
2 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 360 56,099,005 1,094,996 407,614 1.24
Large Blend 1,650 333,814,802 3,762,353 3,437,306 0.1
Large Growth 369 35,874,398 915,810 1,577,176 -1.81
Mid Value 20 766,428 35,531 19,390 2.15
Mid Blend 45 641,565 55,525 36,360 3.08
Mid Growth 17 1,297,780 48,106 62,226 -1.08
Small Value 2 9,731 831 6,065 -34.97
Small Blend -- -- -- -- --
Small Growth 1 36,200 8,000 3,702 13.47
Total 2,464 428,539,909 5,921,152 5,549,839 0.09
Data displayed as of  04/30/2018

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 46,878,362 285,121 0.00 1.33 04/30/2018
Vanguard 500 Index Inv Premium 32,833,829 183,067 0.00 1.57 04/30/2018
SPDR® S&P 500 ETF Premium 21,804,326 -76,568 0.00 1.63 05/21/2018
Financial Select Sector SPDR® ETF Premium 18,586,497 -1,592 0.00 11.21 05/21/2018
Vanguard Institutional Index I Premium 17,932,274 -53,793 0.00 1.58 04/30/2018
Fidelity Spartan® 500 Index Inv Premium 12,329,057 142,099 0.00 1.69 03/31/2018
Vanguard Value Index Inv Premium 10,100,998 53,132 0.00 3.04 04/30/2018
VA CollegeAmerica Grth Fund of Amer 529F Premium 5,704,508 0 0.00 0.65 03/31/2018
iShares Russell 1000 Value Premium 5,690,155 0 0.00 3.06 05/18/2018
VA CollegeAmerica Invmt Co of Amer 529E Premium 5,050,000 0 0.00 1.15 03/31/2018
Total: Top 10 funds Premium 176,910,006 531,466 0

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
Vanguard Short-Term Corp Bd Idx 0 -- 19,997,000 -- 19,997,000
Vanguard Total Bond Market Index Fund 10,179,000 -- 8,313,000 -- 18,492,000
Vanguard Total Bond Market II Index Fund 7,315,000 -- 8,260,000 -- 15,575,000
Vanguard Short-Term Bond Index Fund 0 -- 14,927,000 -- 14,927,000
PIMCO Long Duration Total Return Fund 9,600,000 -12,800,000 0 -- 9,600,000
Principal Income Fund 0 -- 10,000,000 -- 10,000,000
DFA Investment Grade Portfolio 0 -- 9,251,000 -- 9,251,000
James Balanced: Golden Rainbow Fund 0 -- 8,100,000 -- 8,100,000
Total: Top 10 funds 85,151,000 -12,800,000 118,807,000 0 203,958,000
Bond Ownership for Funds only