Equity and Debt

 AAPL

 
Type Mil USD
Equity 111,547.0
Debt 35,295.0
 

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 3,535 18.54 Premium 5,300 7.57
New Owners Premium 314 79.43 Premium 264 10.46
Sold Out Premium 145 29.46 Premium 248 -24.16
# of Owners Buying Premium 1,224 -26.00 Premium 1,519 -45.40
# of Owners Selling Premium 1,468 60.26 Premium 1,757 77.83
Total Shares Owned (Mil) Premium 3,609 -2.54 Premium 1,743 1.60
Total Shares Bought (Mil) Premium 143 -68.38 Premium 65 -92.97
Total Shares Sold (Mil) Premium 248 24.19 Premium 112 102.16
Net Share Change (Mil) Premium -105 -141.75 Premium -47 -105.38

Fund Owners' Style

 AAPL

938 2,543 1,592 Lg
38 80 91 Md
8 5 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 938 143,622,401 5,136,582 14,558,925 -6.16
Large Blend 2,543 896,990,481 18,898,952 61,683,717 -4.55
Large Growth 1,592 692,786,446 40,275,933 33,993,531 0.92
Mid Value 38 885,672 32,142 307,685 -23.73
Mid Blend 80 2,016,671 412,281 560,141 -6.83
Mid Growth 91 6,216,125 223,708 552,992 -5.03
Small Value 8 20,794 238 16,699 -44.18
Small Blend 5 9,619 7,339 971 195.88
Small Growth 5 64,357 8,589 -- --
Total 5,300 1,742,612,566 64,995,764 111,674,661 -2.61
Data displayed as of  11/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,796,257 401,066 1.70 3.13 11/30/2014
Vanguard 500 Index Inv Premium 63,988,654 806,561 1.09 3.85 11/30/2014
Vanguard Institutional Index I Premium 60,756,164 89,882 1.04 3.86 11/30/2014
SPDR® S&P 500 ETF Premium 63,232,540 674,355 1.02 3.66 12/18/2014
PowerShares QQQ ETF Premium 51,137,207 -1,118,169 0.83 14.12 12/18/2014
Total: Top 5 funds Premium 338,910,822 853,695 5.68

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 89,433,000 250,000 41,656,000 -- 131,089,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 72,783,000 7,499,994 41,825,000 2,125,000 114,608,000
Vanguard Intermediate-Term Invmt-Grd 98,300,000 10,000,000 0 -- 98,300,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Total Bond Market II Index Fund 46,600,000 -5,350,000 18,950,000 -- 65,550,000
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 Long Term Investment Grade Fund 45,455,000 -- 0 -- 45,455,000
Total: Top 10 funds 617,206,000 12,399,994 231,268,000 2,125,000 848,474,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 655,572 73,180 392,854 ---
# of Institution Owners 3,535 1,715 3,485 ---
# of Fund Owners 5300 2566 5487 ---
% Owned by Institutions 63.42 84.79 74.62 ---
% Owned by Funds 29.82 42.65 39.63 ---
% Owned by Insiders 0.04 0.06 3.42 ---