Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,940.0
Debt 31,040.0
 

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 20.90 Premium 5,305 9.52
New Owners Premium 340 132.88 Premium 275 3.00
Sold Out Premium 124 -21.02 Premium 243 -13.83
# of Owners Buying Premium 1,410 20.41 Premium 1,508 20.54
# of Owners Selling Premium 1,260 14.44 Premium 1,561 21.86
Total Shares Owned (Mil) Premium 3,702 602.91 Premium 1,726 625.63
Total Shares Bought (Mil) Premium 331 750.73 Premium 174 1157.30
Total Shares Sold (Mil) Premium 221 356.17 Premium 96 825.14
Net Share Change (Mil) Premium 110 -1262.37 Premium 77 2171.13

Fund Owners' Style

 AAPL

992 2,606 1,487 Lg
48 71 83 Md
5 6 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 992 150,051,689 19,860,435 9,921,277 7.09
Large Blend 2,606 914,097,650 90,115,252 53,107,628 4.22
Large Growth 1,487 651,519,159 61,381,611 32,563,001 4.63
Mid Value 48 1,164,314 14,656 362,488 -23
Mid Blend 71 2,427,677 605,959 66,640 28.56
Mid Growth 83 6,469,996 1,642,832 135,212 30.38
Small Value 5 17,581 5,201 224 39.49
Small Blend 6 7,753 5,109 7,570 -24.09
Small Growth 7 63,283 9,376 2,000 13.19
Total 5,305 1,725,819,102 173,640,431 96,166,040 4.7
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 1.64 2.78 09/30/2014
SPDR® S&P 500 ETF Premium 59,779,016 841,000 1.04 3.6 10/23/2014
Vanguard 500 Index Inv Premium 62,164,243 -286,901 1.04 3.43 09/30/2014
Vanguard Institutional Index I Premium 60,664,513 -1,073,076 1.01 3.43 09/30/2014
PowerShares QQQ ETF Premium 50,209,984 222,156 0.87 13.95 10/23/2014
Fidelity® Contrafund® Premium 32,443,049 -332,900 0.54 3.01 08/31/2014
Vanguard Growth Index Inv Premium 29,450,196 -119,555 0.49 7.11 09/30/2014
Fidelity Spartan® 500 Index Inv Premium 26,148,108 35,551 0.44 3.36 08/31/2014
CREF Stock Premium 25,609,752 120,444 0.43 2.04 08/31/2014
Fidelity® Growth Company Premium 21,649,048 -62,300 0.36 5.29 08/31/2014
Total: Top 10 funds Premium 466,167,109 -554,471 7.86

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
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
Undrly Pru (M&G) Corp Bd Life 40,000,000 -5,000,000 0 -- 40,000,000
Total: Top 10 funds 569,655,006 9,358,006 229,143,000 400,000 798,798,006
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
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Market Cap (Mil USD) 630,043 65,189 380,243 ---
# of Institution Owners 3,500 1,692 3,453 ---
# of Fund Owners 5305 2540 5460 ---
% Owned by Institutions 63.74 82.28 73.36 ---
% Owned by Funds 29.51 41.81 39.55 ---
% Owned by Insiders 0.04 0.05 3.6 ---