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 3,520 18.00 Premium 5,356 8.46
New Owners Premium 319 82.29 Premium 303 24.18
Sold Out Premium 144 24.14 Premium 201 -38.91
# of Owners Buying Premium 1,197 -27.67 Premium 1,399 -49.69
# of Owners Selling Premium 1,487 62.16 Premium 1,877 89.40
Total Shares Owned (Mil) Premium 3,558 -3.90 Premium 1,714 0.01
Total Shares Bought (Mil) Premium 137 -69.75 Premium 50 -94.62
Total Shares Sold (Mil) Premium 245 22.52 Premium 80 45.03
Net Share Change (Mil) Premium -108 -142.92 Premium -31 -103.52

Fund Owners' Style

 AAPL

957 2,568 1,599 Lg
44 88 86 Md
3 5 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 957 135,315,096 4,526,692 15,439,507 -7.46
Large Blend 2,568 898,768,594 14,977,360 36,733,984 -2.36
Large Growth 1,599 671,328,794 29,695,999 26,338,548 0.5
Mid Value 44 944,229 102,276 579,895 -33.59
Mid Blend 88 1,668,245 153,247 398,385 -12.81
Mid Growth 86 5,798,815 231,570 772,931 -8.54
Small Value 3 6,510 -- 11,609 --
Small Blend 5 7,394 3,030 1,674 22.46
Small Growth 6 68,079 3,589 1,700 2.85
Total 5,356 1,713,905,756 49,693,763 80,278,233 -1.75
Data displayed as of  12/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 98,848,739 -947,518 1.69 2.85 12/31/2014
Vanguard 500 Index Inv Premium 63,618,447 -370,207 1.08 3.53 12/31/2014
SPDR® S&P 500 ETF Premium 62,354,724 -118,908 1.05 3.54 01/27/2015
Vanguard Institutional Index I Premium 59,983,496 -772,668 1.02 3.53 12/31/2014
PowerShares QQQ ETF Premium 46,611,554 589,662 0.79 13.49 01/27/2015
Fidelity® Contrafund® Premium 33,032,210 999,578 0.56 3.54 11/30/2014
Vanguard Growth Index Inv Premium 29,492,591 -485,179 0.50 7.21 12/31/2014
Fidelity Spartan® 500 Index Inv Premium 27,045,101 33,175 0.46 3.75 11/30/2014
CREF Stock Premium 24,119,271 -518,149 0.41 2.26 11/30/2014
Fidelity® Growth Company Premium 20,984,848 -293,700 0.36 5.91 11/30/2014
Total: Top 10 funds Premium 466,090,981 -1,883,914 7.92

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 83,683,000 -2,400,000 41,656,000 -- 125,339,000
Vanguard Total Bond Market Index Fund 77,283,000 3,500,000 44,218,000 2,243,000 121,501,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
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
Vanguard Total Bond Market II Index Fund 49,225,000 2,625,000 18,950,000 -- 68,175,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
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 618,581,000 13,725,000 233,661,000 2,243,000 852,242,000
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) 640,089 68,521 349,973 ---
# of Institution Owners 3,520 1,693 3,457 ---
# of Fund Owners 5356 2581 5374 ---
% Owned by Institutions 62.54 83.39 73.16 ---
% Owned by Funds 29.39 42.01 39.07 ---
% Owned by Insiders 0.04 0.06 3.8 ---