Equity and Debt

 AAPL

 
Type Mil USD
Equity 134,082.0
Debt 98,522.0
 

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 3,510 20.33 Premium 5,726 6.87
New Owners Premium 250 133.64 Premium 171 14.00
Sold Out Premium 147 -3.92 Premium 228 -24.25
# of Owners Buying Premium 983 3.26 Premium 1,435 -1.10
# of Owners Selling Premium 1,685 30.22 Premium 1,912 7.96
Total Shares Owned (Mil) Premium 3,331 9.07 Premium 1,672 1.77
Total Shares Bought (Mil) Premium 285 66.58 Premium 55 -14.96
Total Shares Sold (Mil) Premium 157 -14.67 Premium 45 -21.52
Net Share Change (Mil) Premium 128 -1080.26 Premium 10 39.91

Fund Owners' Style

 AAPL

1,037 2,767 1,722 Lg
54 70 69 Md
1 4 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,037 121,960,026 4,427,885 11,665,313 -5.6
Large Blend 2,767 918,429,347 17,577,497 19,514,251 -0.21
Large Growth 1,722 627,680,856 32,467,552 13,448,558 3.12
Mid Value 54 608,467 36,762 49,989 -2.13
Mid Blend 70 1,693,440 63,728 94,265 -1.77
Mid Growth 69 1,215,906 150,033 86,703 5.49
Small Value 1 186 -- 1,000 --
Small Blend 4 5,748 3,846 48,461 -88.59
Small Growth 2 28,000 -- 4,890 --
Total 5,726 1,671,621,976 54,727,303 44,913,430 0.59
Data displayed as of  05/31/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 114,057,082 1,761,911 2.19 3 05/31/2017
Vanguard 500 Index Inv Premium 81,860,505 1,224,406 1.57 3.85 05/31/2017
Vanguard Institutional Index I Premium 57,595,378 128,757 1.10 3.86 05/31/2017
SPDR® S&P 500 ETF Premium 59,736,271 -412,760 1.10 3.63 06/23/2017
PowerShares QQQ ETF Premium 41,056,128 404,201 0.75 11.44 06/25/2017
Total: Top 5 funds Premium 354,305,364 3,106,515 6.71

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
iShares iBoxx $ Invst Grade Crp Bond 102,671,000 350,000 0 -- 102,671,000
SL Intl Inv Perp Corp Bd 100,000,000 -- 0 -- 100,000,000
Vanguard Total Bond Market Index Fund 92,880,000 -- 0 -41,693,000 92,880,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 57,635,000 -- 0 -29,863,000 57,635,000
Vanguard Interm-Tm Corp Bd Idx 55,636,000 1,250,000 0 -- 55,636,000
Vanguard Intermediate-Term Bond Index Fd 47,569,000 -- 0 -- 47,569,000
iShares Floating Rate Bond 0 -- 41,803,000 -- 41,803,000
Vanguard Long Term Investment Grade Fund 34,955,000 -- 0 -- 34,955,000
Total: Top 10 funds 662,671,000 1,600,000 41,803,000 -71,556,000 704,474,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 762,681 549,778 29,963 ---
# of Institution Owners 3,510 3,481 1,200 ---
# of Fund Owners 5726 5579 2054 ---
% Owned by Institutions 65.34 76.47 81.51 ---
% Owned by Funds 31.87 42.49 46.06 ---
% Owned by Insiders 0.06 2.19 0.08 ---