Equity and Debt

 AAPL

 
Type Mil USD
Equity 123,328.0
Debt 36,403.0
 

Equity Owners

 AAPL

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 AAPL

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 3,438 15.80 Premium 5,485 12.84
New Owners Premium 388 181.16 Premium 309 65.24
Sold Out Premium 112 0.90 Premium 166 -46.96
# of Owners Buying Premium 1,162 12.93 Premium 1,469 29.09
# of Owners Selling Premium 1,386 1.32 Premium 1,798 -6.26
Total Shares Owned (Mil) Premium 3,655 2.75 Premium 1,766 2.66
Total Shares Bought (Mil) Premium 182 37.60 Premium 63 44.05
Total Shares Sold (Mil) Premium 219 -10.58 Premium 75 -27.83
Net Share Change (Mil) Premium -38 -66.85 Premium -12 -79.73

Fund Owners' Style

 AAPL

924 2,768 1,551 Lg
39 91 99 Md
1 5 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 924 113,431,522 2,855,634 23,343,748 -15.3
Large Blend 2,768 1,000,157,317 37,590,461 35,998,974 0.16
Large Growth 1,551 643,389,840 20,768,242 14,964,722 0.91
Mid Value 39 1,258,746 417,600 141,242 28.13
Mid Blend 91 1,404,351 350,749 206,271 11.47
Mid Growth 99 5,936,909 656,780 188,661 8.56
Small Value 1 259 -- 900 --
Small Blend 5 7,586 1,946 800 17.8
Small Growth 7 69,441 4,334 11,750 -9.65
Total 5,485 1,765,655,971 62,645,746 74,857,068 -0.69
Data displayed as of  03/31/2015

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 102,728,061 523,197 1.76 3.16 03/31/2015
Vanguard 500 Index Inv Premium 65,471,877 148,092 1.12 3.94 03/31/2015
Vanguard Institutional Index I Premium 61,390,836 244,300 1.05 3.94 03/31/2015
SPDR® S&P 500 ETF Premium 56,150,693 -380,828 0.97 3.92 04/17/2015
PowerShares QQQ ETF Premium 45,049,780 -55,368 0.78 14.44 04/17/2015
Total: Top 5 funds Premium 330,791,247 479,393 5.68

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 97,639,000 -- 43,656,000 -- 141,295,000
Vanguard Total Bond Market Index Fund 82,983,000 -- 44,327,000 -100,000 127,310,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 -10,000,000 0 -- 88,300,000
DFA Five-Year Global Fixed-Income Port 0 -4,050,000 81,650,000 -4,050,000 81,650,000
Vanguard Total Bond Market II Index Fund 49,225,000 -- 18,950,000 -- 68,175,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Short-Term Corp Bd Idx 0 500,000 43,683,000 500,000 43,683,000
DFA One Year Fixed Income Portfolio 0 -- 43,137,000 -- 43,137,000
Vanguard Long Term Investment Grade Fund 41,755,000 -3,700,000 0 -- 41,755,000
Total: Top 10 funds 555,047,000 -13,700,000 275,403,000 -3,650,000 830,450,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 726,637 59,125 341,401 ---
# of Institution Owners 3,438 1,663 3,290 ---
# of Fund Owners 5485 2534 5371 ---
% Owned by Institutions 63.94 83.41 75.57 ---
% Owned by Funds 30.12 42.19 40.51 ---
% Owned by Insiders 0.05 0.06 3.01 ---