Equity and Debt

 AAPL

 
Type Mil USD
Equity 130,457.0
Debt 79,872.0
 

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 3,728 6.54 Premium 5,797 10.15
New Owners Premium 250 59.24 Premium 297 62.30
Sold Out Premium 184 8.24 Premium 262 -24.28
# of Owners Buying Premium 1,442 2.49 Premium 1,428 12.89
# of Owners Selling Premium 1,414 5.68 Premium 1,802 1.92
Total Shares Owned (Mil) Premium 3,398 4.26 Premium 1,595 0.80
Total Shares Bought (Mil) Premium 399 106.87 Premium 55 21.62
Total Shares Sold (Mil) Premium 278 -7.77 Premium 51 -42.21
Net Share Change (Mil) Premium 121 -211.15 Premium 5 -110.87

Fund Owners' Style

 AAPL

983 2,736 1,839 Lg
70 82 73 Md
6 4 4 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 983 109,278,370 13,261,776 3,507,096 9.8
Large Blend 2,736 888,873,351 24,411,206 17,050,058 0.84
Large Growth 1,839 590,400,338 16,687,593 29,081,718 -2.06
Mid Value 70 1,358,003 109,717 236,762 -8.55
Mid Blend 82 1,509,116 617,710 484,862 9.65
Mid Growth 73 3,491,951 122,555 104,477 0.52
Small Value 6 23,167 50 -- --
Small Blend 4 9,732 88 5,009 -33.58
Small Growth 4 30,257 4,371 8,585 -12.22
Total 5,797 1,594,974,285 55,215,066 50,478,567 0.3
Data displayed as of  06/30/2016

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 103,752,723 182,112 1.89 2.26 06/30/2016
Vanguard 500 Index Inv Premium 71,851,023 1,015,709 1.31 2.86 06/30/2016
Vanguard Institutional Index I Premium 61,115,149 -790,277 1.12 2.86 06/30/2016
SPDR® S&P 500 ETF Premium 56,933,503 78,825 1.08 2.88 07/21/2016
PowerShares QQQ ETF Premium 37,493,888 -109,193 0.71 10.07 07/21/2016
Total: Top 5 funds Premium 331,146,286 377,176 6.11

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 88,754,000 -- 31,718,000 -- 120,472,000
iShares iBoxx $ Invst Grade Crp Bond 107,920,000 -- 0 -- 107,920,000
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
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 43,575,000 -- 11,000,000 -- 54,575,000
Focused SICAV High Grade Lg Trm Bd USD 47,000,000 -- 0 -- 47,000,000
iShares 1-3 Year Credit Bond 0 -- 40,633,000 -- 40,633,000
ZI Invesco Euro Corporate Bond 40,000,000 -- 0 -- 40,000,000
Vanguard Interm-Tm Corp Bd Idx 37,487,034 3,250,000 0 -- 37,487,034
Total: Top 10 funds 636,061,034 3,250,000 83,351,000 0 719,412,034
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 540,403 24,137 444,667 ---
# of Institution Owners 3,728 1,198 3,622 ---
# of Fund Owners 5797 1837 5623 ---
% Owned by Institutions 63.55 80.94 77.17 ---
% Owned by Funds 29.27 48.44 41.19 ---
% Owned by Insiders 0.07 0.05 2.56 ---