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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)
2564
Total
Institutional Inflows
(last 12 months)
$93.02B
Number of
Institutional Sellers
(last 12 months)
2895
Total
Institutional Outflows
(last 12 months)
$29.99B
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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
4/29/2024Summit Global Investments70,062$12.01M0.9%+6.0%0.000%
4/29/2024Brio Consultants LLC31,351$5.38M0.9%-0.6%0.000%
4/29/2024Mn Services Vermogensbeheer B.V.2,995,292$513.63M3.7%+243.9%0.019%
4/29/2024Fiduciary Planning LLC12,833$2.20M0.8%+12.4%0.000%
4/29/2024Union Savings Bank24,185$4.15M2.2%+0.5%0.000%
4/29/2024RAM Investment Partners LLC15,162$2.60M0.8%+27.2%0.000%
4/29/2024Private Capital Advisors Inc.280,707$48.14M6.0%-0.1%0.002%
4/29/2024Nichols & Pratt Advisers LLP MA578,891$99.14M6.7%-2.3%0.004%
4/29/2024First National Bank & Trust Co. of Newtown157,263$26.97M5.5%-0.9%0.001%
4/29/2024Harbor Advisory Corp MA55,520$9.52M3.2%-0.8%0.000%
4/29/2024China Universal Asset Management Co. Ltd.75,479$12.94M1.6%+127.4%0.000%
4/29/2024Financial Futures Ltd Liability Co.2,688$461K0.3%-12.2%0.000%
4/29/2024Marks Group Wealth Management Inc104,140$17.86M1.9%+1.6%0.001%
4/29/2024Bradley & Co. Private Wealth Management LLC63,356$10.86M8.8%+5.7%0.000%
4/29/2024HighMark Wealth Management LLC4,763$834K0.5%+2.5%0.000%
4/29/2024Guardian Wealth Advisors LLC3,407$584K0.4%-10.7%0.000%
4/29/2024Newman Dignan & Sheerar Inc.64,066$10.99M2.9%-3.3%0.000%
4/29/2024Zweig DiMenna Associates LLC43,858$7.52M0.7%-2.3%0.000%
4/29/2024Baxter Bros Inc.44,059$7.56M1.0%-20.7%0.000%
4/27/2024 Riverwater Partners LLC4,689$804K0.6%-2.3%0.000%
4/27/2024 Weatherly Asset Management L. P.374,254$64.18M6.2%-2.1%0.002%
4/27/2024 James Hambro & Partners6,462$1.11M0.1%-20.9%0.000%
4/27/2024 White Pine Investment CO43,061$7.38M2.2%-5.6%0.000%
4/27/2024 Dougherty Wealth Advisers LLC22,571$3.87M3.4%-7.3%0.000%
4/27/2024 Tenon Financial LLC2,813$482K0.4%N/A0.000%
4/27/2024 Guardian Financial Partners LLC13,631$2.34M1.6%-2.6%0.000%
4/27/2024 Kellett Wealth Advisors LLC14,085$2.42M1.7%-1.3%0.000%
4/27/2024 Glass Jacobson Investment Advisors llc19,323$3.31M1.2%-4.4%0.000%
4/27/2024 Vigilare Wealth Management38,482$6.60M3.3%-9.5%0.000%
4/27/2024 Phoenix Wealth Advisors32,236$5.53M3.4%+1.2%0.000%
4/27/2024 Hourglass Capital LLC35,903$6.16M1.9%-0.6%0.000%
4/27/2024 Nadler Financial Group Inc.164,480$28.21M3.5%-1.1%0.001%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC190,447$32.66M8.0%-1.9%0.001%
4/27/2024 Treasure Coast Financial Planning4,843$830K0.5%-12.2%0.000%
4/27/2024 Conning Inc.124,432$21.34M0.7%+2.0%0.001%
4/27/2024 Fonville Wealth Management LLC19,545$3.35M1.5%-7.0%0.000%
4/27/2024 Finer Wealth Management Inc.67,999$11.66M7.7%+2.0%0.000%
4/27/2024 Foster Victor Wealth Advisors LLC54,334$9.51M0.9%+4.5%0.000%
4/27/2024 Signature Wealth Management Partners LLC50,858$8.72M7.1%-3.9%0.000%
4/27/2024 K.J. Harrison & Partners Inc223,309$38.29M5.9%-0.8%0.001%
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4/27/2024 Members Advisory Group LLC1,285$220K0.1%N/A0.000%
4/27/2024 Capital Performance Advisors LLP58,850$10.09M3.9%-1.5%0.000%
4/27/2024 Austin Asset Management Co Inc26,238$4.50M1.0%-7.5%0.000%
4/27/2024 McCollum Christoferson Group LLC98,699$16.93M4.9%-1.9%0.001%
4/27/2024 BayBridge Capital Group LLC1,939$321K0.3%+7.8%0.000%
4/26/2024 Pinnacle Associates Ltd.1,324,689$227.16M3.6%-1.0%0.009%
4/26/2024 Trueblood Wealth Management LLC35,618$6.11M3.5%-2.4%0.000%
4/26/2024 Sterling Investment Counsel LLC57,049$9.78M4.5%-16.4%0.000%
4/26/2024 Securian Asset Management Inc.854,950$146.61M4.3%-7.7%0.006%
4/26/2024 Aspen Investment Management Inc18,840$3.23M1.6%+4.6%0.000%
4/26/2024 Plan Group Financial LLC6,441$1.11M0.7%+47.7%0.000%
4/26/2024 Triasima Portfolio Management inc.1,633$280K0.0%-60.2%0.000%
4/26/2024 Harrington Investments INC69,445$11.91M6.8%-0.3%0.000%
4/26/2024 McGuire Investment Group LLC116,931$20.05M2.9%+0.5%0.001%
4/26/2024 BLB&B Advisors LLC329,490$56.50M3.2%+7.2%0.002%
4/26/2024 Planned Solutions Inc.16,868$2.89M1.4%+0.6%0.000%
4/26/2024 Pavion Blue Capital LLC10,519$1.80M0.9%-1.6%0.000%
4/26/2024 Conestoga Capital Advisors LLC5,110$876K0.0%-10.5%0.000%
4/26/2024 Acorn Wealth Advisors LLC17,973$3.08M1.6%+1.1%0.000%
4/26/2024 UMB Bank n.a.1,425,024$244.36M3.9%-0.2%0.009%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC42,718$7.26M3.0%-2.8%0.000%
4/26/2024 RCS Financial Planning LLC15,270$2.62M1.6%+3.4%0.000%
4/26/2024 Advisors Management Group Inc. ADV43,953$7.54M1.9%+4.1%0.000%
4/26/2024 Narwhal Capital Management277,629$47.61M4.7%+0.5%0.002%
4/26/2024 MBA Advisors LLC26,092$4.47M2.3%-1.6%0.000%
4/26/2024 LifeSteps Financial Inc.33,876$5.81M4.4%-5.5%0.000%
4/26/2024 Cottonwood Capital Advisors LLC12,802$2.21M1.7%-7.3%0.000%
4/26/2024 Arcataur Capital Management LLC21,251$3.64M1.3%-0.3%0.000%
4/26/2024 Highview Capital Management LLC DE 48,834$8.37M3.8%+3.4%0.000%
4/26/2024 Trevian Wealth Management LLC8,479$1.45M1.0%-8.7%0.000%
4/26/2024Prestige Wealth Management Group LLC114,526$19.64M4.2%-2.5%0.001%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.46,944$8.05M6.1%-91.4%0.000%
4/26/2024 Riverbridge Partners LLC34,193$5.86M0.1%-57.9%0.000%
4/26/2024 Bellevue Asset Management LLC58,102$9.96M5.7%-1.3%0.000%
4/26/2024 Crestone Asset Management LLC10,966$1.88M0.4%+1.2%0.000%
4/26/2024 Northwest Bancshares Inc.79,693$13.67M2.2%+4.4%0.001%
4/26/2024 Renaissance Group LLC213,959$36.69M1.4%-1.6%0.001%
4/26/2024 JNBA Financial Advisors34,020$5.83M0.6%-6.5%0.000%
4/26/2024 Yousif Capital Management LLC1,910,954$327.69M3.6%-2.6%0.012%
4/26/2024 Schmidt P J Investment Management Inc.159,171$27.30M5.1%+1.2%0.001%
4/26/2024 Augustine Asset Management Inc.135,129$23.17M9.7%-1.6%0.001%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA17,568$3.01M1.2%-21.0%0.000%
4/26/2024 Horizon Financial Services LLC4,225$725K0.5%+20.5%0.000%
4/26/2024 YHB Investment Advisors Inc.367,641$63.04M5.5%-1.1%0.002%
4/26/2024 SlateStone Wealth LLC321,745$55.17M5.5%+2.6%0.002%
4/26/2024 ZWJ Investment Counsel Inc.280,287$48.06M2.2%-5.1%0.002%
4/26/2024 Coastline Trust Co194,472$33.35M4.0%+6.5%0.001%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.87,631$15.03M0.9%-8.8%0.001%
4/26/2024 First National Trust Co619,079$106.16M4.3%-0.2%0.004%
4/26/2024 Barton Investment Management33,044$5.67M0.7%+0.2%0.000%
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4/26/2024 Sage Rhino Capital LLC57,603$9.88M2.3%-2.6%0.000%
4/26/2024 Guild Investment Management Inc.16,528$2.83M3.6%+2.2%0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC29,437$5.05M2.7%-1.4%0.000%
4/26/2024 SFG Wealth Management LLC.13,985$2.40M1.4%-8.9%0.000%
4/26/2024 Guardian Investment Management101,353$17.38M13.3%-13.9%0.001%
4/26/2024 Clear Creek Financial Management LLC45,945$7.88M1.0%+6.3%0.000%
4/26/2024 Quantum Financial Advisors LLC61,326$10.52M1.8%-0.8%0.000%
4/26/2024 Members Trust Co31,887$5.47M0.2%-6.7%0.000%
4/26/2024 Legacy Bridge LLC9,354$1.60M0.9%-18.7%0.000%
4/26/2024 SYSTM Wealth Solutions LLC51,893$8.90M1.1%-11.6%0.000%
(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, 4,642 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($253.77B), Berkshire Hathaway Inc ($150.98B), State Street Corp ($112.29B), Private Advisor Group LLC ($74.24B), FMR LLC ($51.08B), Morgan Stanley ($35.39B), and Norges Bank ($33.91B).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 3,650 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), Aaron Wealth Advisors LLC ($26.06M), Berkshire Hathaway Inc ($20.76M), CFS Investment Advisory Services LLC ($19.39M), Vanguard Group Inc. ($18.07M), and Cerity Partners LLC ($17.19M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 787,612,215 shares in the last 24 months. This purchase volume represents approximately $135.68B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,730 institutional investors that sold Apple stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($26.07M), State Street Corp ($19.26M), Jennison Associates LLC ($16.18M), Fisher Asset Management LLC ($14.05M), 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 384,665,484 shares in the last 24 months. This volume of shares sold represents approximately $62.15B in transactions.


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This page (NASDAQ:AAPL) was last updated on 4/29/2024 by MarketBeat.com Staff

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