Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,940.0
Debt 31,040.0
 

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 3,515 21.96 Premium 5,385 11.21
New Owners Premium 367 154.86 Premium 334 26.04
Sold Out Premium 138 -13.21 Premium 205 -27.30
# of Owners Buying Premium 1,586 36.14 Premium 1,718 37.66
# of Owners Selling Premium 1,084 -1.09 Premium 1,400 9.03
Total Shares Owned (Mil) Premium 3,706 604.50 Premium 1,644 592.11
Total Shares Bought (Mil) Premium 428 1009.19 Premium 271 1914.73
Total Shares Sold (Mil) Premium 200 312.99 Premium 34 228.42
Net Share Change (Mil) Premium 228 -2402.16 Premium 237 7664.20

Fund Owners' Style

 AAPL

994 2,654 1,517 Lg
50 76 79 Md
5 4 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 994 144,257,150 38,030,863 5,192,437 29.47
Large Blend 2,654 822,440,823 98,415,455 12,481,970 11.67
Large Growth 1,517 668,409,654 132,189,302 15,518,504 21.15
Mid Value 50 1,083,754 104,535 88,144 1.54
Mid Blend 76 1,596,038 857,266 116,194 86.68
Mid Growth 79 6,382,361 1,824,326 644,761 22.67
Small Value 5 12,639 -- 9,200 --
Small Blend 4 6,925 5,790 15,267 -57.78
Small Growth 6 56,033 33,976 2,000 132.92
Total 5,385 1,644,245,377 271,461,513 34,068,477 16.87
Data displayed as of  08/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 97,948,090 1,109,897 1.64 2.78 08/31/2014
Vanguard 500 Index Inv Premium 62,451,144 560,802 1.04 3.46 08/31/2014
Vanguard Institutional Index I Premium 61,737,589 354,400 1.03 3.46 08/31/2014
SPDR® S&P 500 ETF Premium 60,912,379 433,536 1.01 3.42 09/18/2014
PowerShares QQQ ETF Premium 60,683,581 -256,503 1.01 13.35 09/18/2014
Fidelity® Contrafund® Premium 32,775,949 -3,209,800 0.55 2.95 07/31/2014
Vanguard Growth Index Inv Premium 29,569,751 308,311 0.49 7.14 08/31/2014
Fidelity Spartan® 500 Index Inv Premium 26,112,557 203,657 0.44 3.29 07/31/2014
CREF Stock Premium 25,489,308 -1,001,806 0.43 1.94 07/31/2014
Technology Select Sector SPDR® ETF Premium 21,588,707 6,232 0.36 15.63 09/18/2014
Total: Top 10 funds Premium 479,269,055 -1,491,274 8

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 78,584,000 -- 40,000,000 -- 118,584,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 63,125,000 600,000 38,750,000 -- 101,875,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 10,000,000 0 -- 88,300,000
Vanguard Total Bond Market II Index Fund 51,950,000 -- 18,950,000 -- 70,900,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
DFA One Year Fixed Income Portfolio 0 10,022,000 43,137,000 10,022,000 43,137,000
Undrly Pru (M&G) Corp Bd Life 45,000,000 -10,000,000 0 -- 45,000,000
AXA LE M&G Strategic Corporate Bond 45,000,000 -20,000,000 0 -- 45,000,000
Total: Top 10 funds 571,594,000 -19,400,000 226,537,000 10,022,000 798,131,000
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) 609,505 69,071 384,636 ---
# of Institution Owners 3,515 1,694 3,478 ---
# of Fund Owners 5385 2517 5511 ---
% Owned by Institutions 64.42 82.75 73.92 ---
% Owned by Funds 29.83 42.58 39.26 ---
% Owned by Insiders 0.04 0.05 3.81 ---