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Apple (AAPL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Apple (NASDAQ:AAPL)

Current
Institutional Ownership
Percentage
60.41%
Number of
Institutional Buyers
(last 12 months)
2657
Total
Institutional Inflows
(last 12 months)
$94.54B
Number of
Institutional Sellers
(last 12 months)
3004
Total
Institutional Outflows
(last 12 months)
$59.24B
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AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/31/2024 Maxwell Wealth Strategies Inc.31,758$5.45M2.7%+11.1%0.000%
5/31/2024 First Citizens Financial Corp22,453$3.85M2.3%-0.3%0.000%
5/31/2024 Portland Hill Asset Management Ltd18,048$3.10M7.5%-4.5%0.000%
5/30/2024 Cambridge Trust Co.742,456$127.32M4.8%-3.2%0.005%
5/30/2024 EULAV Asset Management56,048$9.61M0.3%-6.6%0.000%
5/30/2024 Peninsula Wealth LLC50,987$8.74M1.1%-15.5%0.000%
5/30/2024 Spear Holdings RSC Ltd193,900$33.25M5.8%N/A0.001%
5/29/2024 Pathway Financial Advisers LLC24,032$4.12M1.5%N/A0.000%
5/29/2024 Instrumental Wealth LLC6,822$1.30M0.5%+10.7%0.000%
5/29/2024 Soltis Investment Advisors LLC179,068$30.71M3.4%-4.5%0.001%
5/29/2024 Alexander Labrunerie & CO. Inc.115,259$19.76M11.0%N/A0.001%
5/29/2024 Clean Yield Group85,871$14.73M5.7%-1.0%0.001%
5/29/2024 Garde Capital Inc.115,167$19.75M1.4%-4.6%0.001%
5/28/2024 Verity Asset Management Inc.18,635$3.20M1.8%+0.4%0.000%
5/28/2024 Teachers Retirement System of The State of Kentucky1,909,769$327.49M2.9%-6.8%0.012%
5/24/2024 Cetera Advisor Networks LLC2,568,133$440.38M2.2%+1.1%0.017%
5/24/2024 Invst LLC49,814$8.47M1.0%+0.8%0.000%
5/24/2024 Dodds Wealth LLC12,707$2.18M0.9%+6.6%0.000%
5/24/2024 PGGM Investments991,643$170.05M2.5%+13.7%0.006%
5/24/2024 Northwest Bank & Trust Co92,228$15.71M14.1%-10.9%0.001%
5/23/2024 Dock Street Asset Management Inc.319,594$54.80M8.2%-15.4%0.002%
5/23/2024 Community Trust & Investment Co.373,662$64.08M4.5%-0.2%0.002%
5/23/2024 Raelipskie Partnership22,559$3.87M2.2%+1.4%0.000%
5/23/2024 Wellington Shields & Co. LLC107,041$18.36M6.4%-0.6%0.001%
5/23/2024 FSA Advisors Inc.8,637$1.48M1.6%+11.8%0.000%
5/23/2024 ARQ Wealth Advisors LLC24,228$4.16M1.8%+165.7%0.000%
5/23/2024 Austin Wealth Management LLC23,702$4.06M1.0%+28.1%0.000%
5/22/2024 Burney Co.473,396$81.18M3.1%-2.0%0.003%
5/22/2024 Cedar Point Capital Partners LLC6,867$1.18M0.9%+1.3%0.000%
5/22/2024 Beck Bode LLC9,470$1.62M0.3%-63.9%0.000%
5/22/2024 First City Capital Management Inc.20,547$3.52M2.0%+2.1%0.000%
5/22/2024 Orleans Capital Management Corp LA54,626$9.37M6.2%-13.7%0.000%
5/22/2024 Koesten Hirschmann & Crabtree INC.10,974$1.88M1.2%+1.9%0.000%
5/22/2024 Second Line Capital LLC22,888$3.93M1.3%+29.7%0.000%
5/22/2024 Livelsberger Financial Advisory1,725$322K3.8%-59.1%0.000%
5/22/2024 BigSur Wealth Management LLC50,983$8.74M2.7%+72.0%0.000%
5/21/2024 Atria Investments Inc492,777$84.49M1.2%+2.9%0.003%
5/21/2024 Swedbank AB17,649,241$3.03B4.3%N/A0.115%
5/21/2024Sanibel Captiva Trust Company Inc.712,280$122.14M4.2%-2.0%0.005%
5/21/2024 Delphi Management Inc. MA12,822$2.20M1.7%-1.7%0.000%
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5/21/2024 LRI Investments LLC34,567$5.93M0.9%N/A0.000%
5/21/2024 Arrow Financial Corp121,360$20.81M2.1%-1.5%0.001%
5/20/2024 Independent Wealth Network Inc.20,664$3.54M1.7%-1.4%0.000%
5/20/2024 Milestones Administradora de Recursos Ltda.2,890$496K0.3%N/A0.000%
5/20/2024 Virtu Financial LLC41,504$7.12M0.5%+57.3%0.000%
5/20/2024Strategic Wealth Partners Ltd.105,895$18.16M2.0%+9.4%0.001%
5/20/2024 Pacific Center for Financial Services29,872$5.12M1.5%-1.6%0.000%
5/20/2024 Bullseye Investment Management LLC1,491$256K0.1%-10.8%0.000%
5/20/2024 Highlander Capital Management LLC64,179$11.01M3.8%-4.6%0.000%
5/20/2024 Continuum Wealth Advisors LLC2,928$502K0.3%+55.5%0.000%
5/20/2024 Cim LLC84,282$14.45M2.2%-22.4%0.001%
5/17/2024 Wahed Invest LLC288,971$49.55M11.3%+15.1%0.002%
5/17/2024 Citizens Financial Group Inc. RI511,228$87.67M2.8%-1.3%0.003%
5/17/2024 Artal Group S.A.10,000$1.72M0.0%N/A0.000%
5/17/2024 Rokos Capital Management LLP961,403$164.89M0.8%-213.0%0.006%
5/17/2024 CCM Investment Advisers LLC129,794$22.26M2.7%-1.9%0.001%
5/17/2024 Advisory Resource Group20,651$3.54M0.8%+0.3%0.000%
5/17/2024 Heartland Bank & Trust Co46,732$8.01M4.7%-6.4%0.000%
5/17/2024 National Wealth Management Group LLC6,789$1.16M0.9%-33.2%0.000%
5/17/2024 Kozak & Associates Inc.99,777$18.94M5.1%+6.7%0.001%
5/17/2024 Investmark Advisory Group LLC45,814$7.86M4.3%-1.6%0.000%
5/17/2024 Lummis Asset Management LP38,737$6.64M8.9%-44.2%0.000%
5/17/2024 Montchanin Asset Management LLC86,754$14.88M14.6%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.17,104$2.93M2.9%N/A0.000%
5/17/2024 Plato Investment Management Ltd334,238$57.32M5.9%+958.2%0.002%
5/17/2024 Western Pacific Wealth Management LP59,192$10.15M7.4%-1.1%0.000%
5/17/2024 William Howard & Co Financial Advisors Inc9,758$1.67M1.6%N/A0.000%
5/17/2024 XML Financial LLC134,492$23.06M2.4%-6.7%0.001%
5/17/2024 iA Global Asset Management Inc.1,424,603$244.29M2.9%+12.8%0.009%
5/17/2024 WealthPlan Investment Management LLC273,423$46.89M7.2%-0.8%0.002%
5/17/2024 Garner Asset Management Corp42,324$7.26M3.6%+9.5%0.000%
5/17/2024 KLCM Advisors Inc.72,775$12.48M1.6%+3.4%0.000%
5/17/2024 Wedgewood Partners Inc.178,374$33.84M7.4%-1.2%0.001%
5/17/2024 Brown Shipley& Co Ltd127,902$21.75M6.8%N/A0.001%
5/17/2024 Vista Investment Partners LLC46,480$7.97M2.7%-12.8%0.000%
5/17/2024 LBP AM SA767,718$131.65M5.2%-7.7%0.005%
5/17/2024 Tandem Capital Management Corp ADV26,306$4.51M2.6%-2.5%0.000%
5/17/2024 First Western Trust Bank94,097$16.14M0.7%-19.3%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC310,783$53.29M4.8%-2.1%0.002%
5/17/2024 Beacon Capital Management LLC46,350$7.95M1.6%+3.1%0.000%
5/17/2024 Semmax Financial Advisors Inc.1,372$255K0.1%+111.4%0.000%
5/17/2024 Pineridge Advisors LLC5,823$999K0.4%-45.2%0.000%
5/17/2024 Hancock Whitney Corp757,434$129.89M4.5%+1.2%0.005%
5/17/2024 Comerica Bank4,041,190$692.98M3.0%-1.4%0.026%
5/17/2024 Adalta Capital Management LLC5,790$993K0.5%-23.5%0.000%
5/17/2024 Coppell Advisory Solutions Corp.27,168$4.66M0.9%N/A0.000%
5/17/2024 Castleark Management LLC568,691$97.52M4.1%-1.7%0.004%
5/17/2024 DCM Advisors LLC81,774$14.02M5.8%-21.8%0.001%
5/17/2024 Creekmur Asset Management LLC25,024$4.29M1.5%+2.9%0.000%
5/17/2024 Wiser Advisor Group LLC25,957$4.45M7.0%+3.2%0.000%
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5/17/2024 Motley Fool Asset Management LLC468,789$80.39M5.1%+8.0%0.003%
5/16/2024 Redwood Investment Management LLC104,911$17.99M1.7%+51.0%0.001%
5/16/2024 California State Teachers Retirement System24,001,809$4.12B5.2%-3.9%0.157%
5/16/2024 Sugar Maple Asset Management LLC2,451$420K0.4%N/A0.000%
5/16/2024 Global Financial Private Client LLC70,692$12.02M5.2%+1.0%0.000%
5/16/2024 Slagle Financial LLC51,637$8.86M4.8%-40.2%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co338,683$58.08M1.2%-23.5%0.002%
5/16/2024 Innova Wealth Partners8,853$1.52M1.2%+8.7%0.000%
5/16/2024 Mango Five Family Inc.217$37K0.0%-26.9%0.000%
5/16/2024 Levin Capital Strategies L.P.101,935$17.48M1.7%-17.5%0.001%
(Data available from 1/1/2016 forward)

AAPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AAPL shares?

During the previous two years, 4,749 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($226.16B), Berkshire Hathaway Inc ($150.98B), State Street Corp ($112.29B), Private Advisor Group LLC ($74.24B), FMR LLC ($51.08B), Price T Rowe Associates Inc. MD ($35.49B), and Morgan Stanley ($35.39B).Learn more on AAPL's institutional investors.

What percentage of Apple stock is owned by institutional investors?

60.41% of Apple stock is owned by institutional investors. Learn more on AAPL's institutional investor holdings.

Which institutional investors have been buying Apple stock?

Of the 3,734 institutional investors that purchased Apple stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($176.14M), International Assets Investment Management LLC ($77.72M), Berkshire Hathaway Inc ($20.76M), Vanguard Group Inc. ($18.86M), Swedbank AB ($17.65M), Cerity Partners LLC ($17.19M), and California Public Employees Retirement System ($15.65M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 774,419,894 shares in the last 24 months. This purchase volume represents approximately $133.16B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,801 institutional investors that sold Apple stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($145.17M), Aaron Wealth Advisors LLC ($26.07M), Jennison Associates LLC ($16.18M), Fisher Asset Management LLC ($14.02M), Sumitomo Mitsui Trust Holdings Inc. ($12.94M), Deutsche Bank AG ($10.92M), and ProShare Advisors LLC ($9.87M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 522,613,715 shares in the last 24 months. This volume of shares sold represents approximately $85.66B in transactions.


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This page (NASDAQ:AAPL) was last updated on 6/2/2024 by MarketBeat.com Staff

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