Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,179.0
Debt 16,962.0
 

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 3,397 5.30 Premium 5,230 6.69
New Owners Premium 334 -9.73 Premium 299 32.30
Sold Out Premium 190 20.25 Premium 259 -24.93
# of Owners Buying Premium 1,534 28.05 Premium 2,103 75.84
# of Owners Selling Premium 1,071 -9.70 Premium 1,187 -28.36
Total Shares Owned (Mil) Premium 621 13.47 Premium 873 261.15
Total Shares Bought (Mil) Premium 119 247.94 Premium 444 7736.85
Total Shares Sold (Mil) Premium 49 37.00 Premium 9 7.34
Net Share Change (Mil) Premium 71 -6052.60 Premium 435 -15598.02

Fund Owners' Style

 AAPL

1,033 2,537 1,440 Lg
48 73 80 Md
2 11 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,033 53,141,891 29,869,427 996,502 118.97
Large Blend 2,537 510,712,422 303,534,229 1,862,527 144.31
Large Growth 1,440 306,142,346 109,115,166 5,873,783 50.88
Mid Value 48 224,182 59,608 92,978 -12.96
Mid Blend 73 625,891 235,932 46,302 43.47
Mid Growth 80 2,228,657 911,989 112,915 55.9
Small Value 2 24,330 17,660 -- --
Small Blend 11 11,452 5,790 12,722 -37.71
Small Growth 6 39,901 34,377 3,000 368.1
Total 5,230 873,151,072 443,784,178 9,000,729 99.18
Data displayed as of  06/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 95,942,967 81,773,650 1.59 2.57 06/30/2014
PowerShares QQQ ETF Premium 63,327,522 -256,464 1.07 12.96 07/16/2014
Vanguard 500 Index Inv Premium 62,032,892 52,929,042 1.03 3.2 06/30/2014
SPDR S&P 500 Premium 60,718,009 1,104,488 1.03 3.23 07/16/2014
Vanguard Institutional Index I Premium 60,577,111 51,644,408 1.00 3.21 06/30/2014
Total: Top 5 funds Premium 342,598,501 187,195,124 5.72

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 85,034,000 -- 40,000,000 -- 125,034,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 62,525,000 -- 38,750,000 -- 101,275,000
DFA Five-Year Global Fixed-Income Port 0 -- 95,700,000 -- 95,700,000
Vanguard Intermediate-Term Invmt-Grd 78,300,000 -- 0 -- 78,300,000
AXA LE M&G Strategic Corporate Bond 75,000,000 -- 0 -- 75,000,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Wellington™ 65,685,000 -- 0 -- 65,685,000
Vanguard Total Bond Market II Index Fund 41,950,000 -- 18,950,000 -- 60,900,000
Undrly Pru (M&G) Corp Bd Life 60,000,000 -20,000,000 0 -- 60,000,000
Total: Top 10 funds 668,129,000 -20,000,000 193,400,000 0 861,529,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 571,492 65,160 364,119 ---
# of Institution Owners 3,397 1,636 3,421 ---
# of Fund Owners 5230 2391 5329 ---
% Owned by Institutions 63.31 82.44 72.68 ---
% Owned by Funds 29.40 41.63 38.87 ---
% Owned by Insiders 0.01 0.05 7.67 ---