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 3,500 20.86 Premium 5,277 8.89
New Owners Premium 339 133.79 Premium 272 1.49
Sold Out Premium 130 -17.20 Premium 281 -0.35
# of Owners Buying Premium 1,296 10.67 Premium 1,472 17.95
# of Owners Selling Premium 1,362 23.59 Premium 1,757 36.94
Total Shares Owned (Mil) Premium 3,687 600.15 Premium 1,725 625.39
Total Shares Bought (Mil) Premium 282 625.96 Premium 85 513.26
Total Shares Sold (Mil) Premium 227 370.08 Premium 111 968.98
Net Share Change (Mil) Premium 55 -679.33 Premium -27 -880.80

Fund Owners' Style

 AAPL

917 2,593 1,544 Lg
44 78 80 Md
7 6 8 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 917 143,786,612 10,514,534 14,355,716 -2.6
Large Blend 2,593 909,144,773 32,689,012 55,649,996 -2.46
Large Growth 1,544 661,866,484 40,395,804 40,367,576 --
Mid Value 44 1,164,402 13,934 372,803 -23.56
Mid Blend 78 2,456,970 500,968 89,855 20.09
Mid Growth 80 6,354,488 524,157 297,688 3.7
Small Value 7 21,592 8,901 4,113 28.49
Small Blend 6 7,753 5,109 8,271 -28.97
Small Growth 8 64,483 10,576 1,800 15.75
Total 5,277 1,724,867,557 84,662,995 111,147,818 -1.51
Data displayed as of  09/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 98,049,200 101,110 1.67 2.78 09/30/2014
SPDR® S&P 500 ETF Premium 61,164,984 -228,752 1.11 3.59 10/30/2014
Vanguard 500 Index Inv Premium 62,164,243 -286,901 1.06 3.43 09/30/2014
Vanguard Institutional Index I Premium 60,664,513 -1,073,076 1.03 3.43 09/30/2014
PowerShares QQQ ETF Premium 51,425,308 411,642 0.93 13.93 10/30/2014
Fidelity® Contrafund® Premium 31,448,349 -994,700 0.54 2.93 09/30/2014
Vanguard Growth Index Inv Premium 29,450,196 -119,555 0.50 7.11 09/30/2014
Fidelity Spartan® 500 Index Inv Premium 26,216,310 68,202 0.45 3.32 09/30/2014
CREF Stock Premium 25,609,752 120,444 0.43 2.04 08/31/2014
Fidelity® Growth Company Premium 21,537,648 -111,400 0.37 5.31 09/30/2014
Total: Top 10 funds Premium 467,730,503 -2,112,986 8.09

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 79,032,000 -- 41,656,000 -- 120,688,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 65,283,006 1,658,006 39,700,000 400,000 104,983,006
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 10,000,000 0 -- 88,300,000
Vanguard Total Bond Market II Index Fund 51,950,000 -- 18,950,000 -- 70,900,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Invesco Pan European High Income Fund 65,000,000 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 2,700,000 0 -- 45,455,000
Total: Top 10 funds 594,655,006 79,358,006 229,143,000 400,000 823,798,006
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 633,403 66,962 387,002 ---
# of Institution Owners 3,500 1,698 3,455 ---
# of Fund Owners 5277 2555 5444 ---
% Owned by Institutions 64.80 82.10 73.22 ---
% Owned by Funds 30.17 41.74 39.51 ---
% Owned by Insiders 0.04 0.04 3.52 ---