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Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
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Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
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Twitter executive responsible for content safety resigns after Elon Musk criticism
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MarketBeat Week in Review – 5/29 - 6/2
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Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
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Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
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Twitter executive responsible for content safety resigns after Elon Musk criticism
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Tragedy that left 5 dead or missing puts spotlight on safety in Alaska charter fishing industry
Russia bans 'unfriendly' countries' journalists from showpiece economic gathering
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Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
Biden signs debt ceiling bill that pulls US back from brink of unprecedented default
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Twitter executive responsible for content safety resigns after Elon Musk criticism
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NASDAQ:AAPL

Apple (AAPL) Institutional Ownership

$180.95
+0.86 (+0.48%)
(As of 06/2/2023 ET)
Compare
Today's Range
$179.26
▼
$181.78
50-Day Range
$157.65
▼
$180.95
52-Week Range
$124.17
▼
$181.78
Volume
62.00 million shs
Average Volume
54.85 million shs
Market Capitalization
$2.85 trillion
P/E Ratio
30.72
Dividend Yield
0.53%
Price Target
$174.73
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
57.60%
Number of
Institutional Buyers
(last 12 months)
3192
Total
Institutional Inflows
(last 12 months)
$161.18 B
Number of
Institutional Sellers
(last 12 months)
3358
Total
Institutional Outflows
(last 12 months)
$65.09 B
Skip Chart & View Institutional Buying and Selling Data

AAPL Institutional Buying and Selling by Quarter

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Apple Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2023ORG Partners LLC54,164$8.98M2.2%N/A0.000%
6/1/2023Ontario Teachers Pension Plan Board2,755$0.45M0.0%N/A0.000%
6/1/2023Golden State Equity Partners35,812$5.91M3.2%N/A0.000%
6/1/2023Searle & CO.125,013$21.21M6.9%-0.2%0.001%
6/1/2023Kennedy Investment Group61,319$10.11M6.2%-0.6%0.000%
5/31/2023Coastline Trust Co120,605$19.89M2.9%-4.9%0.001%
5/30/2023BKA Wealth Consulting Inc.10,258$1.69M0.7%-22.5%0.000%
5/26/2023Fortis Group Advisors LLC55,003$9.33M2.8%N/A0.000%
5/26/2023Sheets Smith Wealth Management79,283$13.07M2.0%-2.1%0.001%
5/26/2023Alterna Wealth Management Inc.22,103$3.65M4.6%-17.7%0.000%
5/26/2023Cypress Asset Management Inc. TX122,026$20.12M7.0%-1.3%0.001%
5/25/2023Empower Advisory Group LLC1,922,755$319.50M1.4%N/A0.012%
5/25/2023Legato Capital Management LLC72,520$11.96M2.2%-8.2%0.000%
5/25/2023Garde Capital Inc.114,144$18.82M2.1%+10.7%0.001%
5/24/2023Old North State Trust LLC46,247$7.63M5.3%+0.6%0.000%
5/24/2023Verity Asset Management Inc.38,996$6.43M3.8%+98.6%0.000%
5/23/2023Seaport Global Advisors LLC9,591$1.58M5.0%+110.1%0.000%
5/23/2023Mountain Pacific Investment Advisers Inc. ID24,302$4.01M0.3%+0.4%0.000%
5/23/2023Old North State Trust LLC51,746$7.63M5.3%+12.6%0.000%
5/23/2023Toroso Investments LLC575,498$94.90M3.1%+9.7%0.004%
5/23/20233Chopt Investment Partners LLC44,110$7.27M3.9%N/A0.000%
5/23/2023Front Row Advisors LLC144,567$23.84M11.4%-1.1%0.001%
5/23/2023TPB Wealth Advisors39,274$6.48M3.5%-0.3%0.000%
5/22/2023Raleigh Capital Management Inc.14,636$2.41M1.2%+17.1%0.000%
5/22/2023Whelan Financial18,314$3.02M1.7%-1.0%0.000%
5/22/2023Putnam Investments LLC17,191,768$2.83B4.5%+1.3%0.109%
5/22/2023Arete Wealth Advisors LLC211,110$34.81M2.3%N/A0.001%
5/22/2023Ameriprise Financial Inc.50,902,024$8.40B2.7%-0.7%0.324%
5/22/2023American Trust70,611$11.64M0.8%-9.6%0.000%
5/22/2023Prostatis Group LLC9,349$1.61M0.8%+4.4%0.000%
5/22/2023Westover Capital Advisors LLC123,588$20.38M7.6%-0.5%0.001%
5/19/2023Trivant Custom Portfolio Group LLC72,068$11.88M8.5%N/A0.000%
5/19/2023Chelsea Counsel Co.128,539$21.20M10.3%+0.6%0.001%
5/19/2023Abacus Wealth Partners LLC19,820$3.44M1.1%N/A0.000%
5/19/2023Harvest Investment Advisors LLC10,713$1.77M1.6%-0.6%0.000%
5/19/2023Vawter Financial Ltd.5,664$0.93M0.9%+12.9%0.000%
5/19/2023Geo Capital Gestora de Recursos Ltd611$0.10M0.1%-94.5%0.000%
5/18/2023SkyView Investment Advisors LLC32,025$5.28M1.2%N/A0.000%
5/18/2023GSB Wealth Management LLC43,231$7.13M2.3%-0.4%0.000%
5/18/2023HNP Capital LLC58,504$9.65M2.7%-0.5%0.000%
5/18/2023Courier Capital LLC306,955$50.62M5.6%-0.8%0.002%
5/18/2023Titleist Asset Management LLC67,372$11.11M2.3%N/A0.000%
5/18/2023Border to Coast Pensions Partnership Ltd1,410,615$232.61M6.2%+17.4%0.009%
5/18/2023Manitou Investment Management Ltd.154,070$25.41M6.2%-1.0%0.001%
5/18/2023Prudent Investors Network Inc.5,790$0.96M0.5%-6.4%0.000%
5/18/2023Harvest Portfolios Group Inc.217,100$35.80M1.8%+18.2%0.001%
5/18/2023Crake Asset Management LLP336,410$55.47M8.0%+229.8%0.002%
5/18/2023Centaurus Financial Inc.230,976$38.09M3.0%+5.6%0.001%
5/17/2023B. Riley Wealth Advisors Inc.886,588$146.20M3.9%-6.9%0.006%
5/17/2023Boston Common Asset Management LLC219,072$36.13M0.8%-19.5%0.001%
5/17/2023Westside Investment Management Inc.105,591$17.35M5.1%-1.5%0.001%
5/17/2023Castellan Group12,854$2.12M1.4%-68.7%0.000%
5/17/2023Advisory Services Network LLC853,247$140.70M3.9%+13.1%0.005%
5/17/2023Rockefeller Capital Management L.P.5,459,923$900.34M3.9%+4.4%0.035%
5/17/2023Wagner Wealth Management LLC33,532$5.53M2.5%-0.4%0.000%
5/17/2023Providence Capital Advisors LLC15,593,974$94.57M1.7%+16,638.6%0.099%
5/17/2023Chevy Chase Trust Holdings LLC10,588,983$1.75B6.9%-0.5%0.067%
5/17/2023Apexium Financial LP205,034$33.81M3.3%-1.0%0.001%
5/17/2023Headinvest LLC55,842$9.21M2.0%-4.7%0.000%
5/17/2023Harvey Capital Management Inc.127,003$20.94M8.2%-1.0%0.001%
5/17/2023Financial Enhancement Group LLC50,697$8.72M1.7%-12.2%0.000%
5/17/2023Ilmarinen Mutual Pension Insurance Co785,000$129.45M1.8%+8.3%0.005%
5/17/2023Thrivent Financial for Lutherans3,919,534$646.33M1.6%+2.3%0.025%
5/17/2023Sunbelt Securities Inc.98,105$15.93M2.6%-1.0%0.001%
5/17/2023Ashburton Jersey Ltd57,983$9.56M4.5%-2.4%0.000%
5/17/2023D L Carlson Investment Group Inc.155,087$25.57M5.8%-10.7%0.001%
5/17/2023Physicians Financial Services Inc.210,763$34.76M14.7%+1.0%0.001%
5/17/2023CCM Investment Advisers LLC149,279$24.62M3.5%+3.2%0.001%
5/17/2023Check Capital Management Inc. CA34,080$5.62M0.3%-1.4%0.000%
5/17/2023KB Financial Partners LLC3,778$0.62M0.2%N/A0.000%
5/16/2023Chilton Capital Management LLC443,884$73.20M4.2%-3.1%0.003%
5/16/2023Mercer Global Advisors Inc. ADV3,816,963$629.42M2.9%+6.2%0.024%
5/16/2023EWA LLC7,586$1.31M1.0%N/A0.000%
5/16/2023Pacific Center for Financial Services30,274$4.99M1.7%N/A0.000%
5/16/2023Anfield Capital Management LLC2,711$0.45M0.2%+38.2%0.000%
5/16/2023MidWestOne Financial Group Inc.127,951$21.10M4.8%+5.4%0.001%
5/16/2023Waverly Advisors LLC176,638$29.13M1.5%+21.9%0.001%
5/16/2023AIMZ Investment Advisors LLC103,004$16.99M7.6%-1.0%0.001%
5/16/2023Front Street Capital Management Inc.34,267$5.65M1.2%-0.4%0.000%
5/16/2023M Holdings Securities Inc.196,140$32.25M3.3%-6.3%0.001%
5/16/2023National Wealth Management Group LLC6,366$1.10M1.3%N/A0.000%
5/16/2023IMA Wealth Inc.41,523$6.85M1.8%-0.6%0.000%
5/16/2023Blue Edge Capital LLC62,596$10.32M2.2%-0.2%0.000%
5/16/2023Carolinas Wealth Consulting LLC104,410$17.22M3.7%+1.4%0.001%
5/16/2023Total Investment Management Inc.25,172$4.15M0.8%+4.9%0.000%
5/16/2023Ancora Advisors LLC603,378$99.50M2.8%-2.1%0.004%
5/16/2023Josh Arnold Investment Consultant LLC377,859$62.31M74.0%-1.2%0.002%
5/16/2023Roof Eidam & Maycock ADV72,241$11.91M4.4%-0.6%0.000%
5/16/2023Alaethes Wealth LLC55,247$9.11M5.3%-9.7%0.000%
5/16/2023Gould Capital LLC29,046$4.79M3.7%+12.0%0.000%
5/16/2023Wick Capital Partners LLC8,289$1.37M0.8%-15.7%0.000%
5/16/2023Hudson Bay Capital Management LP1,340,000$220.97M1.8%+500.9%0.009%
5/16/2023Vertex Planning Partners LLC31,153$5.14M1.9%-15.5%0.000%
5/16/2023Hancock Whitney Corp866,635$142.91M5.7%-4.1%0.006%
5/16/2023Union Heritage Capital LLC69,500$11.46M7.0%-2.8%0.000%
5/16/2023Kayne Anderson Rudnick Investment Management LLC201,726$33.27M0.1%+16.0%0.001%
5/16/2023PCA Investment Advisory Services Inc.19,451$3.21M2.3%N/A0.000%
5/16/2023Milestone Investment Advisors LLC17,443$2.88M0.9%N/A0.000%
5/16/2023Aspen Investment Management Inc17,746$2.93M1.9%+11.0%0.000%
5/16/2023Hollencrest Capital Management152,984$25.23M2.7%+47.8%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, 4,849 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Quilter Plc ($1,029.56B), BlackRock Inc. ($181.09B), Vanguard Group Inc. ($175.84B), Berkshire Hathaway Inc ($150.98B), State Street Corp ($95.03B), FMR LLC ($51.36B), and Geode Capital Management LLC ($46.92B).Learn more on AAPL's institutional investors.

What percentage of Apple stock is owned by institutional investors?

57.60% 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 4,182 institutional investors that purchased Apple stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($569.26M), Norges Bank ($309.45M), Amundi ($40.36M), Vanguard Group Inc. ($34.29M), Morgan Stanley ($28.35M), Aaron Wealth Advisors LLC ($26.06M), and Liberty Wealth Management LLC ($25.33M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,910,165,715 shares in the last 24 months. This purchase volume represents approximately $277.01B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,005 institutional investors that sold Apple stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($52.56M), Aaron Wealth Advisors LLC ($25.91M), Northern Trust Corp ($21.11M), Price T Rowe Associates Inc. MD ($20.90M), Fisher Asset Management LLC ($18.02M), FMR LLC ($16.99M), and Cresset Asset Management LLC ($16.37M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 817,051,745 shares in the last 24 months. This volume of shares sold represents approximately $123.27B in transactions.


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This page (NASDAQ:AAPL) was last updated on 6/3/2023 by MarketBeat.com Staff

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