Apple Institutional Ownership

$133.41
-0.29 (-0.22 %)
(As of 06/24/2021 12:00 AM ET)
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Today's Range
$132.93
$134.64
50-Day Range
$122.77
$134.84
52-Week Range
$87.82
$145.09
Volume68.36 million shs
Average Volume97.28 million shs
Market Capitalization$2.23 trillion
P/E Ratio29.95
Dividend Yield0.66%
Beta1.21

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

Institutional Ownership Percentage: 56.33%

Institutional Buying and Selling by Quarter


Apple (NASDAQ AAPL) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
6/24/2021Marvin & Palmer Associates Inc.69,135$8.45M3.8%-35.0%0.000%
6/23/2021StoneX Group Inc.99,691$12.18M2.2%+0.8%0.001%
6/23/2021Invst LLC54,005$7.10M1.2%N/A0.000%
6/22/2021Phocas Financial Corp.24,882$3.04M0.4%+23.3%0.000%
6/21/2021Tealwood Asset Management Inc.14,837$1.81M0.7%-2.4%0.000%
6/21/2021Coe Capital Management LLC24,144$2.95M3.0%-14.7%0.000%
6/21/2021Pathway Financial Advisors LLC17,866$2.28M0.9%+0.6%0.000%
6/21/2021Prentiss Smith & Co. Inc.1,800$0.22M0.1%+4.7%0.000%
6/21/2021Verity & Verity LLC144,938$18.91M3.1%+3.3%0.001%
6/17/2021Geneos Wealth Management Inc.738,371$97.06M2.7%+7.6%0.004%
6/17/2021Prentice Wealth Management LLC6,175$0.75M0.4%N/A0.000%
6/16/2021Nia Impact Advisors LLC47,009$5.74M3.1%+15.6%0.000%
6/16/2021Coldstream Capital Management Inc.362,949$44.33M2.6%-3.7%0.002%
6/15/2021Applied Capital LLC13,126$1.60M1.7%N/A0.000%
6/15/2021HM Payson & Co.1,597,798$195.17M5.2%-15.6%0.010%
6/12/2021Aspen Investment Management Inc25,244$3.08M1.7%-2.9%0.000%
6/10/2021Lokken Investment Group LLC36,211$4.42M3.9%-7.4%0.000%
6/9/2021Tompkins Financial Corp264,499$32.31M5.5%+2.8%0.002%
6/8/2021KB Financial Partners LLC9,450$1.15M0.5%N/A0.000%
6/8/2021Proquility Private Wealth Partners LLC9,160$1.12M0.4%N/A0.000%
6/8/2021Prentice Wealth Management LLC754,276$0.75M0.4%N/A0.005%
6/5/2021Advisory Services Network LLC636,116$77.70M2.9%+1.0%0.004%
6/5/2021HNP Capital LLC58,434$7.14M2.1%-0.8%0.000%
6/5/2021Sierra Capital LLC73,370$8.96M1.7%N/A0.000%
6/2/2021Intrust Bank NA165,813$20.25M2.9%-7.1%0.001%
6/1/2021Advisor Partners LLC702,862$85.86M6.1%-4.3%0.004%
6/1/2021F M Investments LLC107,799$13.17M10.4%+0.7%0.001%
6/1/2021Mezzasalma Advisors LLC67,214$8.21M5.3%+8.5%0.000%
5/29/2021Fi3 FINANCIAL ADVISORS LLC14,723$1.80M1.5%N/A0.000%
5/29/2021Warren Averett Asset Management LLC85,114$10.84M1.1%+3.9%0.001%
5/29/2021Rehmann Capital Advisory Group143,006$17.45M1.8%-1.8%0.001%
5/28/2021Unified Trust Company N.A.55,102$6.73M2.2%+10.4%0.000%
5/28/2021FormulaFolio Investments LLC6,551$0.83M0.3%-98.0%0.000%
5/28/2021Columbia Asset Management282,074$34.46M6.3%+0.3%0.002%
5/28/2021Schroder Investment Management Group8,720,982$1.07B1.4%-4.3%0.052%
5/28/2021Kaizen Financial Strategies71,956$8.79M8.4%-11.4%0.000%
5/28/2021ARQ Wealth Advisors LLC5,125$0.63M0.4%-2.2%0.000%
5/28/2021StrongBox Wealth LLC40,455$4.94M3.1%+5.0%0.000%
5/28/2021Adams Chetwood Wealth Management LLC18,639$2.28M1.7%-1.7%0.000%
5/27/2021Sunbelt Securities Inc.129,249$15.79M3.1%+1.1%0.001%
5/27/2021Fragasso Group Inc.250,622$30.61M4.3%+1.5%0.002%
5/27/2021MBL Wealth LLC34,704$4.24M1.5%+10.5%0.000%
5/26/2021Aspire Private Capital LLC15,262$1.86M0.7%+21.1%0.000%
5/26/2021First Dallas Securities Inc.11,587$1.42M1.2%+1.2%0.000%
5/26/2021Droms Strauss Advisors Inc. MO ADV19,017$2.32M1.1%N/A0.000%
5/26/2021MEMBERS Trust Co21,877$2.67M0.1%-3.9%0.000%
5/25/2021Capital Advisors Inc. OK600,458$73.35M2.4%+2.8%0.004%
5/25/2021180 Wealth Advisors LLC113,583$14.25M3.5%+5.0%0.001%
5/25/2021Johnson Bixby & Associates LLC43,816$5.35M1.7%+1.9%0.000%
5/25/2021Cape ANN Savings Bank51,449$6.28M4.5%-3.0%0.000%
5/25/2021Encompass Wealth Advisors LLC34,654$4.43M1.1%+6.4%0.000%
5/25/2021Regency Capital Management Inc. DE25,048$3.06M3.2%N/A0.000%
5/24/2021Sargent Bickham Lagudis LLC222,125$27.13M2.4%-7.5%0.001%
5/24/2021Cliftonlarsonallen Wealth Advisors LLC94,323$11.52M0.5%-33.0%0.001%
5/24/2021Garde Capital Inc.106,310$12.99M1.5%-31.2%0.001%
5/24/2021Strategic Wealth Partners Ltd.42,589$5.20M2.1%-7.9%0.000%
5/24/2021Pendal Group Limited276,544$33.78M0.3%-9.5%0.002%
5/22/2021Tectonic Advisors LLC22,884$2.80M0.7%-8.4%0.000%
5/22/2021Teachers Retirement System of The State of Kentucky2,480,648$303.01M3.0%-6.8%0.015%
5/21/2021Childress Capital Advisors LLC39,895$4.87M2.2%+75.5%0.000%
5/21/2021Rollins Financial327,579$40.01M17.2%-1.5%0.002%
5/21/2021Stonnington Group LLC138,674$17.03M4.1%N/A0.001%
5/21/2021Colony Group LLC594,167$72.58M1.5%-2.0%0.004%
5/21/2021Atwater Malick LLC99,751$12.19M7.5%-7.2%0.001%
5/21/2021Physicians Financial Services Inc.220,438$26.93M11.5%+5.8%0.001%
5/21/2021Beacon Investment Advisory Services Inc.436,825$53.36M2.3%+16.5%0.003%
5/21/2021CSM Advisors LLC376,536$45.99M6.5%N/A0.002%
5/20/2021Rockbridge Investment Management LCC32,115$3.92M0.7%-12.5%0.000%
5/20/2021tru Independence LLC46,410$5.67M1.1%-2.1%0.000%
5/20/2021Bridgewater Advisors Inc.76,110$9.34M4.7%N/A0.000%
5/20/2021Kennicott Capital Management LLC11,137$1.36M1.1%N/A0.000%
5/20/2021B. Metzler seel. Sohn & Co. Holding AG1,736,352$212.10M3.5%+1.1%0.010%
5/20/2021Slow Capital Inc.148,281$19.37M4.2%+3.2%0.001%
5/20/2021Advisory Alpha LLC50,385$6.16M0.6%+17.9%0.000%
5/20/2021Cim Investment Mangement Inc.72,125$8.81M2.8%+23.6%0.000%
5/20/2021Axiom Investment Management LLC37,833$4.62M1.2%+269.4%0.000%
5/19/2021Jeppson Wealth Management LLC103,040$12.59M7.5%-0.8%0.001%
5/19/2021SkyView Investment Advisors LLC46,248$5.60M2.5%-1.5%0.000%
5/19/2021Navis Wealth Advisors LLC2,105$0.26M0.2%-7.5%0.000%
5/19/2021SageGuard Financial Group LLC89,262$10.91M5.1%+18.5%0.001%
5/19/2021Paces Ferry Wealth Advisors LLC88,909$10.86M9.4%+0.7%0.001%
5/19/2021Ridgecrest Wealth Partners LLC70,506$8.61M8.2%N/A0.000%
5/19/2021TRU Independence Asset Management 2 LLC32,312$3.95M3.1%-0.8%0.000%
5/19/2021CAMG Solamere Management LLC11,475$1.40M1.2%-2.9%0.000%
5/19/2021Gladstone Institutional Advisory LLC131,922$16.11M2.5%+48.6%0.001%
5/19/2021Baker Tilly Wealth Management LLC116,326$14.21M2.9%+9.8%0.001%
5/19/2021Factorial Partners LLC3,610,754$29.56M1.0%+12,115.0%0.022%
5/19/2021Virtu Financial LLC92,169$11.26M0.8%+64.3%0.001%
5/19/2021Clarity Financial LLC79,807$9.75M2.0%+89.3%0.000%
5/19/2021One Wealth Advisors LLC128,348$15.68M6.0%-2.1%0.001%
5/19/2021Cypress Capital LLC30,782$3.76M1.5%+2.8%0.000%
5/19/2021Paradiem LLC54,577$6.98M2.3%N/A0.000%
5/19/2021TownSquare Capital LLC220,568$26.94M1.0%-2.2%0.001%
5/19/2021Hillhouse Capital Advisors LTD.200,000$24.43M0.2%-33.3%0.001%
5/19/2021Kore Private Wealth LLC292,009$35.67M4.8%-2.7%0.002%
5/19/2021MONECO Advisors LLC82,566$10.09M4.9%+5.1%0.000%
5/19/2021Meridian Wealth Partners LLC26,725$3.27M1.0%+14.7%0.000%
5/19/2021Visionary Wealth Advisors182,927$22.35M2.4%-1.9%0.001%
5/19/2021Soundwatch Capital LLC57,055$6.97M2.5%-0.4%0.000%
5/19/2021Chiron Capital Management LLC9,862$1.21M1.0%-6.9%0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 6/25/2021 by MarketBeat.com Staff
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