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 2,348 11.76 Premium 2,607 9.63
New Owners Premium 127 86.76 Premium 101 -9.82
Sold Out Premium 83 31.75 Premium 75 -7.41
# of Owners Buying Premium 816 4.62 Premium 685 5.22
# of Owners Selling Premium 873 11.49 Premium 743 36.08
Total Shares Owned (Mil) Premium 878 1.64 Premium 411 8.00
Total Shares Bought (Mil) Premium 42 -18.72 Premium 10 -13.29
Total Shares Sold (Mil) Premium 46 67.99 Premium 6 7.89
Net Share Change (Mil) Premium -4 -114.17 Premium 4 -32.46

Fund Owners' Style

 BRK.B

437 1,667 393 Lg
42 55 10 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 437 69,372,485 1,305,517 829,679 0.69
Large Blend 1,667 294,591,200 6,324,504 2,275,334 1.39
Large Growth 393 43,746,026 2,202,527 2,129,122 0.17
Mid Value 42 1,366,211 22,540 4,475 1.34
Mid Blend 55 1,696,126 10,773 365,372 -17.29
Mid Growth 10 637,699 1,436 169,179 -20.83
Small Value 1 15,365 -- 160 --
Small Blend 1 3,200 -- 1,291 --
Small Growth 1 2,200 -- -- --
Total 2,607 411,430,512 9,867,297 5,774,612 1
Data displayed as of  02/28/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 40,824,796 530,984 1.66 1.28 02/28/2017
Vanguard 500 Index Inv Premium 26,961,396 325,418 1.09 1.51 02/28/2017
SPDR® S&P 500 ETF Premium 22,395,057 270,480 0.90 1.59 03/22/2017
Vanguard Institutional Index I Premium 19,788,840 100,558 0.80 1.51 02/28/2017
Financial Select Sector SPDR® ETF Premium 15,398,733 -299,538 0.62 11.1 03/22/2017
Total: Top 5 funds Premium 125,368,822 927,902 5.07

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 -- 4,295,000 -699,000 18,085,000
iShares iBoxx $ Invst Grade Crp Bond 16,980,000 375,000 0 -- 16,980,000
KLP Obligasjon Global I 10,000,000 -- 5,000,000 -- 15,000,000
Vanguard Total Bond Market II Index Fund 10,065,000 1,125,000 4,260,000 1,775,000 14,325,000
VA CollegeAmerica IntmBd Fd of America 0 -- 15,000,000 -- 15,000,000
Total: Top 10 funds 165,679,000 1,500,000 68,451,000 1,076,000 234,130,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 417,628 23,116 9,564 13,300
# of Institution Owners 2,348 851 537 596
# of Fund Owners 2607 1424 927 763
% Owned by Institutions 35.59 86.33 84.16 76.70
% Owned by Funds 16.65 41.74 52.24 41.77
% Owned by Insiders 0.01 0.5 1.06 2.4