Equity and Debt

 AAPL

 
Type Mil USD
Equity 129,006.0
Debt 43,871.0
 

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 3,783 7.90 Premium 5,603 8.38
New Owners Premium 379 3.55 Premium 288 3.23
Sold Out Premium 128 -5.19 Premium 155 -26.89
# of Owners Buying Premium 1,213 5.57 Premium 1,336 4.05
# of Owners Selling Premium 1,614 9.13 Premium 1,797 4.36
Total Shares Owned (Mil) Premium 3,641 1.02 Premium 1,771 1.72
Total Shares Bought (Mil) Premium 188 5.20 Premium 63 0.90
Total Shares Sold (Mil) Premium 221 1.89 Premium 64 -19.55
Net Share Change (Mil) Premium -33 -13.73 Premium -1 -94.91

Fund Owners' Style

 AAPL

952 2,811 1,609 Lg
35 88 92 Md
2 6 8 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 952 95,968,440 2,651,660 17,145,333 -13.12
Large Blend 2,811 1,014,131,606 33,651,018 27,234,345 0.64
Large Growth 1,609 652,936,973 26,301,485 17,434,762 1.38
Mid Value 35 551,205 110,701 218,866 -16.4
Mid Blend 88 1,962,560 368,814 178,648 10.73
Mid Growth 92 4,686,375 227,429 1,855,391 -25.78
Small Value 2 17,910 -- 500 --
Small Blend 6 13,833 686 1,444 -5.19
Small Growth 8 70,441 4,109 11,750 -9.79
Total 5,603 1,770,339,343 63,315,902 64,081,039 -0.04
Data displayed as of  04/30/2015

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 103,045,989 317,928 1.79 3.17 04/30/2015
Vanguard 500 Index Inv Premium 65,785,025 313,148 1.14 3.93 04/30/2015
Vanguard Institutional Index I Premium 61,430,136 39,300 1.07 3.94 04/30/2015
SPDR® S&P 500 ETF Premium 54,896,922 646,554 1.00 4.08 05/28/2015
PowerShares QQQ ETF Premium 43,370,182 -116,888 0.79 14.65 05/28/2015
Fidelity® Contrafund® Premium 33,639,850 -229,100 0.58 3.74 03/31/2015
Vanguard Growth Index Inv Premium 30,378,694 108,802 0.53 7.94 04/30/2015
Fidelity Spartan® 500 Index Inv Premium 27,671,962 14,367 0.48 3.87 03/31/2015
CREF Stock R1 Premium 22,312,528 -263,162 0.39 2.22 03/31/2015
Fidelity® Growth Company Premium 20,360,048 -724,200 0.35 5.97 03/31/2015
Total: Top 10 funds Premium 462,891,336 106,749 8.12

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 82,983,000 -- 44,477,000 150,000 127,460,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
iShares iBoxx $ Invst Grade Crp Bond 99,045,000 -- 25,356,000 -5,000,000 124,401,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 -- 0 -- 88,300,000
DFA Five-Year Global Fixed-Income Port 0 -10,000,000 71,650,000 -10,000,000 71,650,000
Vanguard Total Bond Market II Index Fund 46,225,000 -3,000,000 18,950,000 -- 65,175,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Short-Term Corp Bd Idx 0 500,000 44,183,000 500,000 44,183,000
DFA One Year Fixed Income Portfolio 0 -- 43,137,000 -- 43,137,000
Vanguard Long Term Investment Grade Fund 41,755,000 -- 0 -- 41,755,000
Total: Top 10 funds 553,453,000 -3,000,000 247,753,000 -14,350,000 801,206,000
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) 759,189 61,161 383,850 ---
# of Institution Owners 3,783 1,737 3,613 ---
# of Fund Owners 5603 2525 5401 ---
% Owned by Institutions 64.45 83.78 76.50 ---
% Owned by Funds 30.73 43.17 40.50 ---
% Owned by Insiders 0.05 0.06 2.93 ---