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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)
2595
Total
Institutional Inflows
(last 12 months)
$93.16B
Number of
Institutional Sellers
(last 12 months)
2917
Total
Institutional Outflows
(last 12 months)
$31.02B
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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
4/26/2024Acorn Wealth Advisors LLC17,973$3.08M1.6%+1.1%0.000%
4/26/2024UMB Bank n.a.1,425,024$244.36M3.9%-0.2%0.009%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC42,718$7.26M3.0%-2.8%0.000%
4/26/2024RCS Financial Planning LLC15,270$2.62M1.6%+3.4%0.000%
4/26/2024Advisors Management Group Inc. ADV43,953$7.54M1.9%+4.1%0.000%
4/26/2024Narwhal Capital Management277,629$47.61M4.7%+0.5%0.002%
4/26/2024MBA Advisors LLC26,092$4.47M2.3%-1.6%0.000%
4/26/2024LifeSteps Financial Inc.33,876$5.81M4.4%-5.5%0.000%
4/26/2024Cottonwood Capital Advisors LLC12,802$2.21M1.7%-7.3%0.000%
4/26/2024Arcataur Capital Management LLC21,251$3.64M1.3%-0.3%0.000%
4/26/2024Highview Capital Management LLC DE 48,834$8.37M3.8%+3.4%0.000%
4/26/2024Trevian 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%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.46,944$8.05M6.1%-91.4%0.000%
4/26/2024Riverbridge Partners LLC34,193$5.86M0.1%-57.9%0.000%
4/26/2024Bellevue Asset Management LLC58,102$9.96M5.7%-1.3%0.000%
4/26/2024Crestone Asset Management LLC10,966$1.88M0.4%+1.2%0.000%
4/26/2024Northwest Bancshares Inc.79,693$13.67M2.2%+4.4%0.001%
4/26/2024Renaissance Group LLC213,959$36.69M1.4%-1.6%0.001%
4/26/2024JNBA Financial Advisors34,020$5.83M0.6%-6.5%0.000%
4/26/2024Yousif Capital Management LLC1,910,954$327.69M3.6%-2.6%0.012%
4/26/2024Schmidt P J Investment Management Inc.159,171$27.30M5.1%+1.2%0.001%
4/26/2024Augustine Asset Management Inc.135,129$23.17M9.7%-1.6%0.001%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA17,568$3.01M1.2%-21.0%0.000%
4/26/2024Horizon Financial Services LLC4,225$725K0.5%+20.5%0.000%
4/26/2024YHB Investment Advisors Inc.367,641$63.04M5.5%-1.1%0.002%
4/26/2024SlateStone Wealth LLC321,745$55.17M5.5%+2.6%0.002%
4/26/2024ZWJ Investment Counsel Inc.280,287$48.06M2.2%-5.1%0.002%
4/26/2024Coastline Trust Co194,472$33.35M4.0%+6.5%0.001%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.87,631$15.03M0.9%-8.8%0.001%
4/26/2024First National Trust Co619,079$106.16M4.3%-0.2%0.004%
4/26/2024Barton Investment Management33,044$5.67M0.7%+0.2%0.000%
4/26/2024Sage Rhino Capital LLC57,603$9.88M2.3%-2.6%0.000%
4/26/2024Guild Investment Management Inc.16,528$2.83M3.6%+2.2%0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC29,437$5.05M2.7%-1.4%0.000%
4/26/2024SFG Wealth Management LLC.13,985$2.40M1.4%-8.9%0.000%
4/26/2024Guardian Investment Management101,353$17.38M13.3%-13.9%0.001%
4/26/2024Clear Creek Financial Management LLC45,945$7.88M1.0%+6.3%0.000%
4/26/2024Quantum Financial Advisors LLC61,326$10.52M1.8%-0.8%0.000%
4/26/2024Members Trust Co31,887$5.47M0.2%-6.7%0.000%
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4/26/2024Legacy Bridge LLC9,354$1.60M0.9%-18.7%0.000%
4/26/2024SYSTM Wealth Solutions LLC51,893$8.90M1.1%-11.6%0.000%
4/26/2024Sumitomo Life Insurance Co.195,187$33.62M0.8%-17.1%0.001%
4/26/2024First Personal Financial Services36,349$6.23M1.4%-0.3%0.000%
4/26/2024Pioneer Trust Bank N A OR127,335$21.84M6.1%-0.2%0.001%
4/26/2024Chicago Partners Investment Group LLC233,759$39.01M1.7%+2.0%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.1,129,890$193.76M4.4%N/A0.007%
4/26/2024Patrick M Sweeney & Associates Inc.37,808$6.48M5.3%+0.6%0.000%
4/26/2024Carr Financial Group Corp26,764$4.59M1.5%+9.2%0.000%
4/26/2024Virginia Wealth Management Group Inc.16,220$2.78M2.3%+72.4%0.000%
4/26/2024MONECO Advisors LLC99,755$17.11M2.8%-2.9%0.001%
4/26/2024Sprinkle Financial Consultants LLC10,310$1.77M1.5%-8.5%0.000%
4/26/2024TI Trust Inc.8,717$1.50M1.1%+173.5%0.000%
4/26/2024Sigma Investment Counselors Inc.128,646$22.06M1.2%-1.7%0.001%
4/26/2024KG&L Capital Management LLC58,219$10.00M4.0%-15.7%0.000%
4/26/2024Verdence Capital Advisors LLC218,317$37.44M3.4%-2.6%0.001%
4/26/2024Petredis Investment Advisors LLC211,396$36.25M4.3%+1.4%0.001%
4/26/2024Brown Financial Advisory1,314$225K0.2%+6.2%0.000%
4/26/2024Pine Haven Investment Counsel Inc43,891$7.53M6.6%-1.2%0.000%
4/26/2024Robinson Smith Wealth Advisors LLC16,892$2.90M2.8%-21.6%0.000%
4/26/2024Davies Financial Advisors Inc.35,615$6.11M6.2%N/A0.000%
4/26/2024Emerald Advisors LLC20,048$3.44M0.6%+0.8%0.000%
4/26/2024Financial Insights Inc.105,773$18.14M5.2%-2.2%0.001%
4/26/2024Terra Nova Asset Management LLC6,945$1.19M0.9%-65.1%0.000%
4/26/2024AJ Advisors LLC12,090$2.07M1.1%-0.7%0.000%
4/26/2024Caliber Wealth Management LLC16,890$2.90M1.5%+1.2%0.000%
4/26/2024Checchi Capital Advisers LLC179,705$30.82M2.4%-0.6%0.001%
4/26/2024Latitude Advisors LLC18,087$3.10M1.9%+1.7%0.000%
4/26/2024Acute Investment Advisory LLC1,661$285K0.2%-66.9%0.000%
4/26/2024Tritonpoint Wealth LLC405,574$69.55M6.9%-6.2%0.003%
4/26/2024Meridian Wealth Management LLC386,380$66.30M11.0%+1.4%0.003%
4/26/2024Bogart Wealth LLC120,086$20.59M1.0%+11.8%0.001%
4/25/2024Allworth Financial LP940,927$161.35M1.1%+14.7%0.006%
4/25/2024Alta Capital Management LLC481,276$82.53M5.1%-1.8%0.003%
4/25/2024Bear Mountain Capital Inc.1,563$263K0.1%-62.6%0.000%
4/25/2024Shaker Investments LLC OH13,523$2.32M1.0%+462.5%0.000%
4/25/2024Jacobsen Capital Management29,173$5.00M2.3%+1.7%0.000%
4/25/2024Lindbrook Capital LLC277,821$47.64M4.5%-3.2%0.002%
4/25/2024New York State Teachers Retirement System14,624,116$2.51B5.2%-3.5%0.095%
4/25/2024Cardinal Strategic Wealth Guidance14,081$2.42M0.9%-24.6%0.000%
4/25/2024Horrell Capital Management Inc.8,744$1.50M0.4%-1.1%0.000%
4/25/2024One Day In July LLC41,015$7.03M0.9%+8.0%0.000%
4/25/2024W Advisors LLC38,070$6.53M4.5%+0.8%0.000%
4/25/2024Values Added Financial LLC25,376$4.35M3.4%-8.2%0.000%
4/25/2024Lodestar Private Asset Management LLC138,423$23.74M3.4%-3.4%0.001%
4/25/2024Mendota Financial Group LLC2,251$386K0.2%-18.0%0.000%
4/25/2024Human Investing LLC17,751$3.04M0.6%-19.9%0.000%
4/25/2024Center for Financial Planning Inc.30,919$5.30M0.8%+1.5%0.000%
4/25/2024TRUE Private Wealth Advisors154,177$26.44M3.0%-5.7%0.001%
4/25/2024Adell Harriman & Carpenter Inc.399,811$68.56M5.6%+3.3%0.003%
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4/25/2024Financial Architects LLC3,430$588K0.4%N/A0.000%
4/25/2024Ulland Investment Advisors LLC35,417$6.07M4.8%+0.4%0.000%
4/25/2024Villere ST Denis J & Co. LLC100,195$17.18M1.4%-1.6%0.001%
4/25/2024Bank of New York Mellon Corp114,350,709$19.61B3.8%-3.8%0.741%
4/25/2024Carmel Capital Partners LLC11,024$1.89M0.8%+21.4%0.000%
4/25/2024Strategy Asset Managers LLC64,862$11.12M2.4%+2.0%0.000%
4/25/2024Borer Denton & Associates Inc.74,448$12.77M4.5%+0.8%0.000%
4/25/2024Kinneret Advisory LLC218,950$37.55M3.8%-0.3%0.001%
4/25/2024Bridges Investment Management Inc.901,530$154.59M4.8%-5.9%0.006%
4/25/2024Osborne Partners Capital Management LLC283,800$48.67M3.0%-1.3%0.002%
(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, 4,646 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 3,657 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 787,330,813 shares in the last 24 months. This purchase volume represents approximately $135.64B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,737 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), Sumitomo Mitsui Trust Holdings Inc. ($14.80M), Fisher Asset Management LLC ($14.05M), 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 388,792,214 shares in the last 24 months. This volume of shares sold represents approximately $62.88B in transactions.


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This page (NASDAQ:AAPL) was last updated on 4/27/2024 by MarketBeat.com Staff

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