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Apple (AAPL) Institutional Ownership

$217.96
+0.47 (+0.22%)
(As of 07/26/2024 ET)

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

Current
Institutional Ownership
Percentage
60.41%
Number of
Institutional Buyers
(last 12 months)
2691
Total
Institutional Inflows
(last 12 months)
$95.97B
Number of
Institutional Sellers
(last 12 months)
3008
Total
Institutional Outflows
(last 12 months)
$59.61B
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Skip Chart & View Institutional Buying and Selling Data

AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024WealthShield Partners LLC58,941$12.41M1.9%-1.2%0.000%
7/26/2024Checchi Capital Advisers LLC185,097$38.99M2.0%+3.0%0.001%
7/26/2024Financial Connections Group Inc.24,734$5.21M2.7%-4.0%0.000%
7/26/2024Worth Financial Advisory Group LLC26,129$5.50M3.6%-0.9%0.000%
7/26/2024Hall Capital Management Co. Inc.39,170$8.25M3.9%+2.8%0.000%
7/26/2024Harbour Investments Inc.286,816$60.41M2.0%-3.2%0.002%
7/26/2024Klein Pavlis & Peasley Financial Inc.4,505$949K0.8%+1.1%0.000%
7/26/2024LS Investment Advisors LLC324,103$68.26M10.7%-0.1%0.002%
7/26/2024Park Edge Advisors LLC10,336$2.18M0.7%+5.7%0.000%
7/26/2024Bensler LLC129,780$27.33M3.7%+0.7%0.001%
7/26/2024Smallwood Wealth Investment Management LLC44,911$9.46M7.3%+2.2%0.000%
7/26/2024Eagle Bay Advisors LLC59,181$12.47M7.5%-2.4%0.000%
7/26/2024Sterling Manor Financial LLC13,411$2.83M2.2%-16.9%0.000%
7/26/2024Patriot Financial Group Insurance Agency LLC76,353$16.08M2.4%-1.5%0.000%
7/26/2024AustralianSuper Pty Ltd4,168,078$877.88M5.1%-15.1%0.027%
7/26/2024Instrumental Wealth LLC6,912$1.50M1.6%+1.3%0.000%
7/26/2024Atomi Financial Group Inc.252,409$53.16M3.9%+16.9%0.002%
7/26/2024Cambridge Investment Research Advisors Inc.4,452,615$937.81M3.5%-1.9%0.029%
7/26/2024Crew Capital Management Ltd.32,092$6.76M5.4%-0.6%0.000%
7/26/2024Groesbeck Investment Management Corp NJ13,770$2.90M4.0%-1.7%0.000%
7/26/2024Skylands Capital LLC174,525$36.76M5.2%-13.2%0.001%
7/26/2024Integrity Wealth Solutions LLC16,603$3.50M2.3%-15.5%0.000%
7/26/2024Legato Capital Management LLC40,154$8.46M1.1%-29.9%0.000%
7/26/2024Granite Harbor Advisors Inc.27,609$5.82M3.7%+2.3%0.000%
7/26/2024Atlantic Edge Private Wealth Management LLC47,443$9.99M3.3%-1.6%0.000%
7/26/2024Aspen Investment Management Inc17,295$3.64M1.8%-8.2%0.000%
7/26/2024RiverPark Advisors LLC29,317$6.18M5.1%-4.4%0.000%
7/26/2024Riverpark Capital Management LLC16,823$3.54M4.7%+4.0%0.000%
7/26/2024Sequent Asset Management LLC1,014$214K0.1%N/A0.000%
7/26/2024Dearborn Partners LLC614,860$129.50M5.6%-1.2%0.004%
7/26/2024GAM Holding AG162,234$34.17M2.6%+86.8%0.001%
7/26/2024Saxony Capital Management LLC15,095$3.18M3.5%-0.6%0.000%
7/26/2024AlphaStar Capital Management LLC91,138$19.20M1.8%+8.3%0.001%
7/26/2024Access Investment Management LLC417$88K0.0%-49.0%0.000%
7/26/2024Railway Pension Investments Ltd413,752$87.14M1.0%-24.0%0.003%
7/26/2024Yong Rong HK Asset Management Ltd157,300$33.13M11.4%N/A0.001%
7/26/2024Latitude Advisors LLC17,186$3.62M2.2%-5.0%0.000%
7/26/2024My Personal CFO LLC28,002$5.90M3.1%+0.6%0.000%
7/26/2024Pioneer Trust Bank N A OR126,380$26.62M7.2%-0.7%0.001%
7/26/2024Signature Estate & Investment Advisors LLC408,797$86.10M2.2%+32.6%0.003%
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7/26/2024Mitsubishi UFJ Asset Management UK Ltd.40,000$8.43M4.4%+90.5%0.000%
7/26/2024Allspring Global Investments Holdings LLC4,786,956$1.01B1.6%+6.3%0.031%
7/26/2024State of Michigan Retirement System4,294,525$904.51M4.6%-0.4%0.028%
7/26/2024Trust Co. of Virginia VA168,728$35.54M3.4%+0.1%0.001%
7/26/2024First Command Advisory Services Inc.40,512$8.53M0.1%+1.4%0.000%
7/26/2024Liontrust Investment Partners LLP205,466$43.28M0.6%+60.5%0.001%
7/26/2024Callan Family Office LLC47,854$10.08M1.9%+157.1%0.000%
7/26/2024Cohen Investment Advisors LLC46,574$9.81M6.8%+0.5%0.000%
7/26/2024Tanglewood Wealth Management Inc.4,902$1.03M0.1%+104.9%0.000%
7/26/2024 Sierra Capital LLC66,493$14.01M1.9%-8.9%0.000%
7/26/2024 MTM Investment Management LLC52,535$11.07M4.5%+0.4%0.000%
7/26/2024 Oceanside Advisors LLC2,745$578K0.5%-3.7%0.000%
7/26/2024 Hyman Charles D481,246$101.36M5.6%-0.2%0.003%
7/26/2024 St. Johns Investment Management Company LLC57,982$12.21M5.8%-3.5%0.000%
7/26/2024 Alpha Omega Wealth Management LLC78,481$16.53M3.2%-0.4%0.001%
7/26/2024 Pegasus Asset Management Inc.89,257$18.80M7.2%+0.3%0.001%
7/26/2024 SlateStone Wealth LLC261,287$55.03M6.0%-18.8%0.002%
7/26/2024 Rational Advisors LLC23,168$4.88M0.5%+182.4%0.000%
7/26/2024 Bailard Inc.854,154$179.90M5.0%-2.9%0.006%
7/26/2024 Verdence Capital Advisors LLC215,191$45.32M4.0%-1.4%0.001%
7/26/2024 Paulson Wealth Management Inc.108,018$22.75M6.6%-0.3%0.001%
7/26/2024 Bank of New York Mellon Corp112,393,661$23.67B4.5%-1.7%0.733%
7/26/2024 Catalyst Financial Partners LLC92,654$19.52M4.3%+6.8%0.001%
7/26/2024 Bristlecone Advisors LLC210,025$44.24M3.8%-1.3%0.001%
7/26/2024 TFG Advisers LLC80,096$16.87M6.5%-0.5%0.001%
7/26/2024 Salomon & Ludwin LLC63,509$13.38M1.5%-28.9%0.000%
7/26/2024 Alta Capital Management LLC513,307$108.11M6.8%+6.7%0.003%
7/26/2024 EFG Asset Management North America Corp.73,673$15.51M2.7%-3.8%0.000%
7/26/2024 Intrinsic Value Partners LLC2,012$424K0.4%N/A0.000%
7/26/2024 Patten Group Inc.81,722$17.21M4.1%-3.0%0.001%
7/26/2024 Townsend Asset Management Corp NC ADV42,453$8.94M3.5%+1.8%0.000%
7/26/2024 IMA Advisory Services Inc.39,261$8.27M1.9%+2.3%0.000%
7/26/2024 Proficio Capital Partners LLC106,350$22.40M2.4%+3.3%0.001%
7/26/2024 Catalyst Capital Advisors LLC21,069$4.44M0.1%+2.6%0.000%
7/25/2024 New Millennium Group LLC51,995$10.95M7.2%+35.6%0.000%
7/25/2024 Rooted Wealth Advisors Inc.13,702$3.07M1.3%+14.9%0.000%
7/25/2024 First Heartland Consultants Inc.73,925$15.57M1.1%-1.7%0.000%
7/25/2024 Harbor Island Capital LLC97,688$20.58M8.9%-0.3%0.001%
7/25/2024 Addison Capital Co25,587$5.39M2.3%-6.4%0.000%
7/25/2024 apricus wealth LLC16,557$3.49M2.5%-5.9%0.000%
7/25/2024 MinichMacGregor Wealth Management LLC14,050$2.96M0.7%+0.8%0.000%
7/25/2024 Hills Bank & Trust Co136,164$28.68M2.3%-3.7%0.001%
7/25/2024 Cypress Capital Group214,186$45.11M5.4%+0.1%0.001%
7/25/2024 Raymond James Trust N.A.725,902$152.89M3.6%+0.9%0.005%
7/25/2024 Wedgewood Investors Inc. PA12,075$2.54M3.0%N/A0.000%
7/25/2024 TNF LLC20,025$4.38M1.6%-0.6%0.000%
7/25/2024 WD Rutherford LLC33,044$6.96M3.5%-4.4%0.000%
7/25/2024 Highland Capital Management LLC400,944$84.45M5.0%-4.6%0.003%
7/25/2024 Core Wealth Management Inc.2,968$625K0.3%+1.7%0.000%
7/25/2024 Capital Advisors Ltd. LLC39,227$8.26M1.1%+1.5%0.000%
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7/25/2024 Aljian Capital Management LLC229,047$48.24M16.0%-4.4%0.001%
7/25/2024 Northcape Wealth Management LLC41,254$8.69M3.1%-0.3%0.000%
7/25/2024 Sigma Investment Counselors Inc.126,084$26.56M1.4%-2.0%0.001%
7/25/2024 Brown Financial Advisory1,364$287K0.2%+3.8%0.000%
7/25/2024 Courage Miller Partners LLC9,123$1.92M0.7%-3.6%0.000%
7/25/2024 Tempus Wealth Planning LLC33,930$7.15M3.0%+7.9%0.000%
7/25/2024 Overbrook Management Corp84,299$17.76M4.5%+63.2%0.001%
7/25/2024 Adaptive Financial Consulting LLC2,117$446K0.2%-10.5%0.000%
7/25/2024 Dodds Wealth LLC14,016$3.21M1.3%+10.3%0.000%
7/25/2024 Compass Capital Management Inc.14,821$3.12M0.2%-8.7%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, 4,787 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 3,787 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), Swedbank AB ($20.01M), Vanguard Group Inc. ($18.86M), 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 782,497,727 shares in the last 24 months. This purchase volume represents approximately $135.40B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,840 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), Jennison Associates LLC ($16.18M), Sumitomo Mitsui Trust Holdings Inc. ($15.38M), Fisher Asset Management LLC ($14.02M), Deutsche Bank AG ($10.92M), ProShare Advisors LLC ($9.87M), and Swiss National Bank ($9.72M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 498,620,215 shares in the last 24 months. This volume of shares sold represents approximately $83.17B in transactions.


This page (NASDAQ:AAPL) was last updated on 7/27/2024 by MarketBeat.com Staff

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