Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,179.0
Debt 16,962.0
 

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 3,397 5.30 Premium 5,226 6.61
New Owners Premium 334 -9.73 Premium 296 30.97
Sold Out Premium 191 20.89 Premium 261 -24.35
# of Owners Buying Premium 1,518 26.71 Premium 2,080 73.91
# of Owners Selling Premium 1,087 -8.35 Premium 1,205 -27.28
Total Shares Owned (Mil) Premium 609 11.28 Premium 788 226.09
Total Shares Bought (Mil) Premium 107 213.13 Premium 365 6338.18
Total Shares Sold (Mil) Premium 49 37.12 Premium 10 12.69
Net Share Change (Mil) Premium 59 -5044.11 Premium 355 -12758.07

Fund Owners' Style

 AAPL

1,033 2,530 1,443 Lg
48 73 80 Md
2 11 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,033 42,265,629 19,970,260 996,502 81.46
Large Blend 2,530 479,397,623 273,659,605 2,233,892 130.51
Large Growth 1,443 263,550,888 69,685,278 5,954,147 31.89
Mid Value 48 224,182 59,608 92,978 -12.96
Mid Blend 73 626,191 235,932 46,502 43.37
Mid Growth 80 2,228,657 911,989 112,915 55.9
Small Value 2 24,330 17,660 -- --
Small Blend 11 11,452 5,790 12,722 -37.71
Small Growth 6 39,901 34,377 3,000 368.1
Total 5,226 788,368,853 364,580,499 9,452,658 81.97
Data displayed as of  06/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 95,942,967 81,773,650 1.59 2.57 06/30/2014
PowerShares QQQ ETF Premium 63,327,522 -256,464 1.07 12.96 07/16/2014
Vanguard 500 Index Inv Premium 62,032,892 52,929,042 1.03 3.2 06/30/2014
SPDR S&P 500 Premium 59,613,521 -362,516 1.01 3.26 07/15/2014
Vanguard Institutional Index I Premium 60,577,111 51,644,408 1.00 3.21 06/30/2014
Fidelity® Contrafund® Premium 5,242,307 98,300 0.61 3.09 05/31/2014
Vanguard Growth Index Inv Premium 29,056,554 24,804,213 0.48 6.66 06/30/2014
CREF Stock Premium 3,840,292 5,975 0.45 1.92 05/31/2014
Fidelity Spartan® 500 Index Inv Premium 3,807,434 21,498 0.44 3.23 05/31/2014
Technology Select Sector SPDR® ETF Premium 20,552,503 -28,044 0.35 15.17 07/15/2014
Total: Top 10 funds Premium 403,993,103 210,630,062 8.03

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 85,034,000 -- 40,000,000 -- 125,034,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 62,525,000 -- 38,750,000 -- 101,275,000
DFA Five-Year Global Fixed-Income Port 0 -- 95,700,000 -- 95,700,000
Vanguard Intermediate-Term Invmt-Grd 78,300,000 -- 0 -- 78,300,000
AXA LE M&G Strategic Corporate Bond 75,000,000 -- 0 -- 75,000,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Wellington™ 65,685,000 -- 0 -- 65,685,000
Vanguard Total Bond Market II Index Fund 41,950,000 -- 18,950,000 -- 60,900,000
Undrly Pru (M&G) Corp Bd Life 60,000,000 -20,000,000 0 -- 60,000,000
Total: Top 10 funds 668,129,000 -20,000,000 193,400,000 0 861,529,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 571,492 65,160 364,119 ---
# of Institution Owners 3,397 1,634 3,422 ---
# of Fund Owners 5226 2391 5330 ---
% Owned by Institutions 63.32 82.47 72.68 ---
% Owned by Funds 29.13 43.06 38.61 ---
% Owned by Insiders 0.01 0.05 7.67 ---