Equity and Debt

 AAPL

 
Type Mil USD
Equity 123,328.0
Debt 36,403.0
 

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 3,720 25.29 Premium 5,469 12.37
New Owners Premium 441 221.90 Premium 292 56.15
Sold Out Premium 150 38.89 Premium 222 -28.85
# of Owners Buying Premium 1,264 22.72 Premium 1,553 36.59
# of Owners Selling Premium 1,475 7.82 Premium 1,748 -9.01
Total Shares Owned (Mil) Premium 3,682 3.55 Premium 1,788 3.94
Total Shares Bought (Mil) Premium 247 87.22 Premium 123 182.06
Total Shares Sold (Mil) Premium 213 -13.05 Premium 75 -28.13
Net Share Change (Mil) Premium 34 -130.25 Premium 48 -179.93

Fund Owners' Style

 AAPL

958 2,704 1,567 Lg
44 88 94 Md
-- 7 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 958 130,249,552 4,549,988 13,660,859 -6.54
Large Blend 2,704 986,938,632 91,360,649 38,519,792 5.66
Large Growth 1,567 661,402,331 25,434,800 21,269,703 0.63
Mid Value 44 1,349,538 429,684 116,277 30.25
Mid Blend 88 1,429,947 138,581 336,884 -12.18
Mid Growth 94 6,018,890 744,305 526,366 3.76
Small Value -- -- -- -- --
Small Blend 7 8,889 3,540 2,174 18.16
Small Growth 7 84,966 16,109 1,700 20.42
Total 5,469 1,787,482,745 122,677,656 74,433,755 2.77
Data displayed as of  02/28/2015

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 102,204,864 1,151,370 1.75 3.24 02/28/2015
Vanguard 500 Index Inv Premium 65,323,785 691,652 1.12 4.02 02/28/2015
Vanguard Institutional Index I Premium 61,146,536 316,540 1.05 4.01 02/28/2015
SPDR® S&P 500 ETF Premium 60,475,363 -1,257,772 1.00 3.96 03/26/2015
PowerShares QQQ ETF Premium 45,819,848 -616,000 0.76 14.53 03/26/2015
Fidelity® Contrafund® Premium 34,149,350 469,980 0.59 3.76 01/31/2015
Vanguard Growth Index Inv Premium 30,174,042 276,311 0.52 8.02 02/28/2015
Fidelity Spartan® 500 Index Inv Premium 27,309,060 389,765 0.47 3.81 01/31/2015
CREF Stock Premium 22,534,215 -498,580 0.39 2.17 01/31/2015
Fidelity® Growth Company Premium 20,892,348 8,500 0.36 5.84 01/31/2015
Total: Top 10 funds Premium 470,029,411 931,766 8.01

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 97,015,000 -- 43,656,000 -- 140,671,000
Vanguard Total Bond Market Index Fund 82,983,000 -- 44,427,000 100,000 127,410,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 -10,000,000 0 -- 88,300,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
Vanguard Total Bond Market II Index Fund 49,225,000 -- 18,950,000 -- 68,175,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
DFA One Year Fixed Income Portfolio 0 -- 43,137,000 -- 43,137,000
Vanguard Short-Term Corp Bd Idx 0 -- 43,183,000 -- 43,183,000
Vanguard Long Term Investment Grade Fund 41,755,000 -3,700,000 0 -- 41,755,000
Total: Top 10 funds 554,423,000 -13,700,000 279,053,000 100,000 833,476,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 717,900 57,235 336,109 ---
# of Institution Owners 3,720 1,767 3,617 ---
# of Fund Owners 5469 2583 5416 ---
% Owned by Institutions 64.75 84.27 76.40 ---
% Owned by Funds 30.42 42.21 39.72 ---
% Owned by Insiders 0.05 0.06 2.99 ---