Equity and Debt

 AAPL

 
Type Mil USD
Equity 132,390.0
Debt 87,549.0
 

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 3,170 0.32 Premium 5,768 6.81
New Owners Premium 216 44.97 Premium 282 31.78
Sold Out Premium 136 11.48 Premium 269 -21.11
# of Owners Buying Premium 934 -12.05 Premium 1,236 -5.72
# of Owners Selling Premium 1,473 2.22 Premium 1,997 15.90
Total Shares Owned (Mil) Premium 3,190 0.85 Premium 1,767 10.01
Total Shares Bought (Mil) Premium 258 22.45 Premium 294 327.20
Total Shares Sold (Mil) Premium 186 15.29 Premium 41 14.20
Net Share Change (Mil) Premium 72 45.73 Premium 253 666.37

Fund Owners' Style

 AAPL

1,068 2,784 1,723 Lg
59 67 58 Md
4 3 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,068 221,879,640 108,639,483 8,108,339 82.84
Large Blend 2,784 926,240,761 82,329,381 15,166,332 7.82
Large Growth 1,723 615,486,387 102,250,668 16,594,936 16.17
Mid Value 59 591,119 88,256 40,147 8.86
Mid Blend 67 1,215,885 32,750 122,098 -6.85
Mid Growth 58 1,073,839 477,276 498,150 -1.91
Small Value 4 3,232 186 1,000 -20.12
Small Blend 3 6,866 3,846 64,961 -89.9
Small Growth 2 28,000 6,000 33,939 -49.95
Total 5,768 1,766,525,729 293,827,846 40,629,902 16.73
Data displayed as of  03/31/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 111,024,638 118,163 2.12 2.87 03/31/2017
Vanguard 500 Index Inv Premium 80,050,315 43,104 1.53 3.7 03/31/2017
SPDR® S&P 500 ETF Premium 60,786,419 60,786,419 1.16 3.66 04/26/2017
Vanguard Institutional Index I Premium 57,346,721 -1,418,511 1.09 3.71 03/31/2017
PowerShares QQQ ETF Premium 39,750,653 39,750,653 0.76 11.71 04/27/2017
Vanguard Growth Index Inv Premium 30,307,199 87,915 0.58 7.2 03/31/2017
Fidelity Spartan® 500 Index Inv Premium 30,404,796 257,656 0.58 3.56 02/28/2017
Fidelity® Contrafund® Premium 26,742,634 2,021,000 0.51 3.41 02/28/2017
T. Rowe Price Growth Stock Premium 19,397,557 8,151,200 0.37 5.82 03/31/2017
Technology Select Sector SPDR® ETF Premium 17,728,287 17,728,287 0.34 14.9 04/26/2017
Total: Top 10 funds Premium 473,539,219 127,525,886 9.04

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 93,280,000 -- 41,693,000 -- 134,973,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
SL Intl Inv Perp Corp Bd 100,000,000 -- 0 -- 100,000,000
iShares iBoxx $ Invst Grade Crp Bond 91,601,000 -- 0 -- 91,601,000
Vanguard Total Bond Market II Index Fund 57,635,000 -- 29,863,000 -- 87,498,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Interm-Tm Corp Bd Idx 53,356,000 367,966 0 -- 53,356,000
Vanguard Intermediate-Term Bond Index Fd 47,419,000 677,000 0 -- 47,419,000
Vanguard Short-Term Corp Bd Idx 0 -- 44,198,000 -- 44,198,000
iShares 1-3 Year Credit Bond 0 -- 40,058,000 -- 40,058,000
Total: Top 10 funds 614,616,000 1,044,966 155,812,000 0 770,428,000
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 754,400 527,558 31,736 ---
# of Institution Owners 3,170 3,132 1,060 ---
# of Fund Owners 5768 5640 2060 ---
% Owned by Institutions 60.49 74.03 79.53 ---
% Owned by Funds 31.94 42.72 45.82 ---
% Owned by Insiders 0.06 2.32 0.08 ---