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 2,270 8.87 Premium 2,488 5.69
New Owners Premium 114 40.74 Premium 85 41.67
Sold Out Premium 94 34.29 Premium 78 -12.36
# of Owners Buying Premium 868 16.35 Premium 753 10.90
# of Owners Selling Premium 782 -7.02 Premium 555 -20.83
Total Shares Owned (Mil) Premium 846 1.05 Premium 422 5.17
Total Shares Bought (Mil) Premium 34 -30.76 Premium 9 40.80
Total Shares Sold (Mil) Premium 40 24.35 Premium 6 -39.95
Net Share Change (Mil) Premium -7 -140.61 Premium 3 -188.55

Fund Owners' Style

 BRK.B

402 1,578 399 Lg
26 68 13 Md
1 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 402 75,384,324 2,529,526 372,581 2.95
Large Blend 1,578 301,518,391 4,555,045 3,387,265 0.39
Large Growth 399 41,573,018 1,539,382 1,820,168 -0.67
Mid Value 26 906,412 5,600 81,325 -7.71
Mid Blend 68 2,656,022 43,743 16,618 1.03
Mid Growth 13 358,863 740 16,111 -4.11
Small Value 1 14,965 -- 400 --
Small Blend -- -- -- -- --
Small Growth 1 5,000 2,100 3,702 -24.27
Total 2,488 422,416,995 8,676,136 5,698,170 0.71
Data displayed as of  09/30/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 44,373,011 597,458 1.80 1.33 08/31/2017
Vanguard 500 Index Inv Premium 29,579,585 627,278 1.20 1.55 09/30/2017
SPDR® S&P 500 ETF Premium 21,935,828 66,080 0.92 1.64 10/20/2017
Vanguard Institutional Index I Premium 19,345,193 136,111 0.78 1.54 09/30/2017
Financial Select Sector SPDR® ETF Premium 17,290,383 18,124 0.72 11.18 10/20/2017
Total: Top 5 funds Premium 132,524,000 1,445,051 5.42

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 10,865,000 -- 4,260,000 -- 15,125,000
VA CollegeAmerica IntmBd Fd of America 0 -- 15,000,000 -- 15,000,000
iShares iBoxx $ Invst Grade Crp Bond 10,915,000 -- 0 -- 10,915,000
Vanguard Short-Term Corp Bd Idx 0 67,000 11,666,000 67,000 11,666,000
DFA Investment Grade Portfolio 4,532,000 -- 5,827,000 -- 10,359,000
Vanguard Short-Term Bond Index Fund 0 1,000,000 10,050,000 1,000,000 10,050,000
Total: Top 10 funds 120,559,000 0 91,344,000 1,067,000 211,903,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 466,191 28,461 8,707 15,000
# of Institution Owners 2,270 938 520 598
# of Fund Owners 2488 1548 863 735
% Owned by Institutions 34.32 85.34 84.73 75.57
% Owned by Funds 17.19 43.92 53.37 41.82
% Owned by Insiders 0.01 0.57 1.06 2.24