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 3,710 25.08 Premium 5,471 12.39
New Owners Premium 446 223.19 Premium 286 54.59
Sold Out Premium 144 35.85 Premium 177 -42.90
# of Owners Buying Premium 1,253 21.89 Premium 1,554 37.52
# of Owners Selling Premium 1,479 8.11 Premium 1,818 -5.61
Total Shares Owned (Mil) Premium 3,622 1.89 Premium 1,768 2.79
Total Shares Bought (Mil) Premium 242 83.00 Premium 113 158.97
Total Shares Sold (Mil) Premium 221 -9.88 Premium 75 -27.83
Net Share Change (Mil) Premium 21 -118.93 Premium 38 -162.70

Fund Owners' Style

 AAPL

956 2,651 1,625 Lg
46 84 91 Md
3 7 8 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 956 128,719,155 4,138,522 13,102,116 -6.51
Large Blend 2,651 965,184,670 88,070,867 38,779,515 5.38
Large Growth 1,625 665,497,290 19,456,916 22,067,512 -0.39
Mid Value 46 990,193 207,731 152,935 5.86
Mid Blend 84 1,464,307 123,573 284,800 -9.92
Mid Growth 91 6,134,312 775,163 577,474 3.33
Small Value 3 2,710 800 -- --
Small Blend 7 10,258 5,114 1,674 50.45
Small Growth 8 86,438 16,109 1,700 20
Total 5,471 1,768,089,333 112,794,795 74,967,726 2.19
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 101,053,494 2,204,755 1.73 3.11 01/31/2015
SPDR® S&P 500 ETF Premium 60,770,179 -30,000 1.14 4.03 02/27/2015
Vanguard 500 Index Inv Premium 64,632,133 1,013,686 1.11 3.87 01/31/2015
Vanguard Institutional Index I Premium 60,829,996 846,500 1.04 3.85 01/31/2015
PowerShares QQQ ETF Premium 46,268,634 12,556 0.80 14.89 03/02/2015
Total: Top 5 funds Premium 333,554,436 4,047,497 5.82

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 93,108,000 -- 43,656,000 -- 136,764,000
Vanguard Total Bond Market Index Fund 82,983,000 5,700,000 44,327,000 109,000 127,310,000
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 2,000,000 43,183,000 2,000,000 43,183,000
Vanguard Long Term Investment Grade Fund 41,755,000 -3,700,000 0 -- 41,755,000
Total: Top 10 funds 550,516,000 -8,000,000 278,953,000 2,109,000 829,469,000
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) 751,917 64,046 359,982 ---
# of Institution Owners 3,710 1,751 3,605 ---
# of Fund Owners 5471 2576 5441 ---
% Owned by Institutions 63.83 82.60 75.68 ---
% Owned by Funds 30.60 42.15 40.15 ---
% Owned by Insiders 0.05 0.06 2.97 ---