Equity and Debt

 AAPL

 
Type Mil USD
Equity 140,199.0
Debt 122,400.0
 

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 3,330 4.19 Premium 5,131 4.82
New Owners Premium 205 97.12 Premium 120 -13.04
Sold Out Premium 92 -5.15 Premium 209 -17.39
# of Owners Buying Premium 1,080 5.57 Premium 1,251 10.51
# of Owners Selling Premium 1,527 -1.36 Premium 1,774 9.24
Total Shares Owned (Mil) Premium 3,181 0.06 Premium 1,487 -5.05
Total Shares Bought (Mil) Premium 166 73.37 Premium 25 25.15
Total Shares Sold (Mil) Premium 148 11.50 Premium 76 63.95
Net Share Change (Mil) Premium 18 -149.70 Premium -50 94.57

Fund Owners' Style

 AAPL

718 2,642 1,650 Lg
24 42 49 Md
-- 5 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 718 68,567,839 2,599,245 6,059,538 -4.8
Large Blend 2,642 893,051,117 11,299,973 30,609,262 -2.12
Large Growth 1,650 523,156,529 11,472,264 38,454,695 -4.9
Mid Value 24 383,118 1,199 110,796 -22.24
Mid Blend 42 774,990 6,889 115,247 -12.27
Mid Growth 49 560,695 81,353 184,811 -15.58
Small Value -- -- -- -- --
Small Blend 5 3,280 -- 4,482 --
Small Growth 1 21,250 -- 9,390 --
Total 5,131 1,486,518,818 25,460,923 75,548,221 -3.26
Data displayed as of  03/31/2018

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 112,662,178 -429,079 2.22 2.8 03/31/2018
Vanguard 500 Index Inv Premium 89,932,823 -666,028 1.77 3.77 03/31/2018
SPDR® S&P 500 ETF Premium 57,055,251 151,368 1.16 3.8 04/19/2018
Vanguard Institutional Index I Premium 49,519,260 -759,469 0.98 3.78 03/31/2018
PowerShares QQQ ETF Premium 41,297,219 21,660 0.84 11.32 04/19/2018
Fidelity Spartan® 500 Index Inv Premium 32,514,827 777,470 0.64 3.91 02/28/2018
Vanguard Growth Index Inv Premium 31,609,870 153,520 0.62 7.04 03/31/2018
Fidelity® Contrafund® Premium 18,841,817 -2,465,363 0.37 2.59 02/28/2018
T. Rowe Price Growth Stock Premium 18,910,198 -280,584 0.37 6.36 12/31/2017
Technology Select Sector SPDR® ETF Premium 17,027,135 88,224 0.35 14.19 04/19/2018
Total: Top 10 funds Premium 469,370,578 -3,408,281 9.32

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 107,117,000 200,000 0 -- 107,117,000
Vanguard Total Bond Market Index Fund 93,634,000 -- 0 -- 93,634,000
Vanguard Intermediate-Term Invmt-Grd 82,625,000 -23,700,000 0 -- 82,625,000
Vanguard Interm-Tm Corp Bd Idx 73,203,000 -- 0 -- 73,203,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 60,828,000 850,000 0 -- 60,828,000
Vanguard Intermediate-Term Bond Index Fd 51,492,000 -2,800,000 0 -- 51,492,000
Jupiter JGF Dynamic Bond 0 -50,000,000 0 -- 0
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
iShares Floating Rate Bond 0 -- 41,583,000 -- 41,583,000
Total: Top 10 funds 573,899,000 -75,450,000 41,583,000 0 615,482,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 840,865 731,480 35,255 ---
# of Institution Owners 3,330 3,348 1,102 ---
# of Fund Owners 5131 5537 1971 ---
% Owned by Institutions 64.34 76.79 82.54 ---
% Owned by Funds 29.43 42.88 46.48 ---
% Owned by Insiders 0.06 1.4 0.09 ---