Equity and Debt

 BRK.B

 
Type Mil USD
Equity 292,851.0
Debt 103,956.0
 

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 2,292 18.82 Premium 2,593 8.95
New Owners Premium 112 14.29 Premium 75 -15.73
Sold Out Premium 80 -1.23 Premium 79 -18.56
# of Owners Buying Premium 807 14.96 Premium 695 -8.55
# of Owners Selling Premium 895 22.10 Premium 768 10.66
Total Shares Owned (Mil) Premium 897 7.60 Premium 411 2.75
Total Shares Bought (Mil) Premium 52 20.83 Premium 7 -39.37
Total Shares Sold (Mil) Premium 34 -7.59 Premium 8 27.57
Net Share Change (Mil) Premium 18 186.69 Premium -1 -120.44

Fund Owners' Style

 BRK.B

422 1,664 392 Lg
40 60 11 Md
1 1 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 422 72,114,139 1,132,237 782,520 0.49
Large Blend 1,664 297,818,831 4,774,802 3,622,566 0.39
Large Growth 392 37,526,875 1,313,029 3,444,468 -5.37
Mid Value 40 1,491,657 4,285 37,978 -2.21
Mid Blend 60 1,108,832 8,908 88,568 -6.7
Mid Growth 11 867,073 5,797 312,097 -26.1
Small Value 1 15,365 -- -- --
Small Blend 1 2,300 -- -- --
Small Growth 2 6,700 3,500 -- --
Total 2,593 410,951,772 7,242,558 8,288,197 -0.25
Data displayed as of  05/31/2017

Equity Ownership

 BRK.B

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 42,796,516 708,044 1.73 1.22 05/31/2017
Vanguard 500 Index Inv Premium 28,101,751 438,667 1.14 1.43 05/31/2017
SPDR® S&P 500 ETF Premium 21,762,117 -150,416 0.89 1.51 06/23/2017
Vanguard Institutional Index I Premium 19,712,383 46,692 0.80 1.43 05/31/2017
Financial Select Sector SPDR® ETF Premium 15,268,599 -124,000 0.63 10.82 06/23/2017
Total: Top 5 funds Premium 127,641,366 918,987 5.19

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
PIMCO Long Duration Total Return Fund 22,400,000 -- 0 -- 22,400,000
DFA Five-Year Global Fixed-Income Port 0 10,796,000 20,796,000 10,796,000 20,796,000
DFA Investment Grade Portfolio 4,532,000 -- 15,827,000 -- 20,359,000
Vanguard Total Bond Market Index Fund 13,790,000 -- 4,582,000 7,000 18,372,000
iShares iBoxx $ Invst Grade Crp Bond 14,355,000 -150,000 0 -- 14,355,000
KLP Obligasjon Global I 10,000,000 -- 5,000,000 -- 15,000,000
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 133,199,000 11,850,000 78,315,000 10,803,000 211,514,000
Bond Ownership for Funds only
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Peer Comparison

 BRK.B

Equity Ownership BRK.B  
Go
 
Go
 
Go
Market Cap (Mil USD) 413,255 25,786 9,010 13,294
# of Institution Owners 2,292 887 535 581
# of Fund Owners 2593 1521 923 735
% Owned by Institutions 36.35 83.47 84.61 77.37
% Owned by Funds 16.70 42.70 51.76 41.70
% Owned by Insiders 0.01 0.49 1.06 2.28