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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)
2651
Total
Institutional Inflows
(last 12 months)
$91.95B
Number of
Institutional Sellers
(last 12 months)
3003
Total
Institutional Outflows
(last 12 months)
$59.25B
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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
5/17/2024 Wahed Invest LLC288,971$49.55M11.3%+15.1%0.002%
5/17/2024 Citizens Financial Group Inc. RI511,228$87.67M2.8%-1.3%0.003%
5/17/2024 Artal Group S.A.10,000$1.72M0.0%N/A0.000%
5/17/2024 Rokos Capital Management LLP961,403$164.89M0.8%-213.0%0.006%
5/17/2024CCM Investment Advisers LLC129,794$22.26M2.7%-1.9%0.001%
5/17/2024Advisory Resource Group20,651$3.54M0.8%+0.3%0.000%
5/17/2024Heartland Bank & Trust Co46,732$8.01M4.7%-6.4%0.000%
5/17/2024National Wealth Management Group LLC6,789$1.16M0.9%-33.2%0.000%
5/17/2024Kozak & Associates Inc.99,777$18.94M5.1%+6.7%0.001%
5/17/2024Investmark Advisory Group LLC45,814$7.86M4.3%-1.6%0.000%
5/17/2024Lummis Asset Management LP38,737$6.64M8.9%-44.2%0.000%
5/17/2024Montchanin Asset Management LLC86,754$14.88M14.6%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.17,104$2.93M2.9%N/A0.000%
5/17/2024 Plato Investment Management Ltd334,238$57.32M5.9%+958.2%0.002%
5/17/2024 Western Pacific Wealth Management LP59,192$10.15M7.4%-1.1%0.000%
5/17/2024 William Howard & Co Financial Advisors Inc9,758$1.67M1.6%N/A0.000%
5/17/2024 XML Financial LLC134,492$23.06M2.4%-6.7%0.001%
5/17/2024 iA Global Asset Management Inc.1,424,603$244.29M2.9%+12.8%0.009%
5/17/2024 WealthPlan Investment Management LLC273,423$46.89M7.2%-0.8%0.002%
5/17/2024 Garner Asset Management Corp42,324$7.26M3.6%+9.5%0.000%
5/17/2024 KLCM Advisors Inc.72,775$12.48M1.6%+3.4%0.000%
5/17/2024 Wedgewood Partners Inc.178,374$33.84M7.4%-1.2%0.001%
5/17/2024 Brown Shipley& Co Ltd127,902$21.75M6.8%N/A0.001%
5/17/2024 Vista Investment Partners LLC46,480$7.97M2.7%-12.8%0.000%
5/17/2024 LBP AM SA767,718$131.65M5.2%-7.7%0.005%
5/17/2024 Tandem Capital Management Corp ADV26,306$4.51M2.6%-2.5%0.000%
5/17/2024 First Western Trust Bank94,097$16.14M0.7%-19.3%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC310,783$53.29M4.8%-2.1%0.002%
5/17/2024 Beacon Capital Management LLC46,350$7.95M1.6%+3.1%0.000%
5/17/2024 Semmax Financial Advisors Inc.1,372$255K0.1%+111.4%0.000%
5/17/2024 Pineridge Advisors LLC5,823$999K0.4%-45.2%0.000%
5/17/2024 Hancock Whitney Corp757,434$129.89M4.5%+1.2%0.005%
5/17/2024 Comerica Bank4,041,190$692.98M3.0%-1.4%0.026%
5/17/2024 Adalta Capital Management LLC5,790$993K0.5%-23.5%0.000%
5/17/2024 Coppell Advisory Solutions Corp.27,168$4.66M0.9%N/A0.000%
5/17/2024 Castleark Management LLC568,691$97.52M4.1%-1.7%0.004%
5/17/2024 DCM Advisors LLC81,774$14.02M5.8%-21.8%0.001%
5/17/2024 Creekmur Asset Management LLC25,024$4.29M1.5%+2.9%0.000%
5/17/2024 Wiser Advisor Group LLC25,957$4.45M7.0%+3.2%0.000%
5/17/2024 Motley Fool Asset Management LLC468,789$80.39M5.1%+8.0%0.003%
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5/16/2024 Redwood Investment Management LLC104,911$17.99M1.7%+51.0%0.001%
5/16/2024 California State Teachers Retirement System24,001,809$4.12B5.2%-3.9%0.157%
5/16/2024 Sugar Maple Asset Management LLC2,451$420K0.4%N/A0.000%
5/16/2024 Global Financial Private Client LLC70,692$12.02M5.2%+1.0%0.000%
5/16/2024 Slagle Financial LLC51,637$8.86M4.8%-40.2%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co338,683$58.08M1.2%-23.5%0.002%
5/16/2024 Innova Wealth Partners8,853$1.52M1.2%+8.7%0.000%
5/16/2024 Mango Five Family Inc.217$37K0.0%-26.9%0.000%
5/16/2024 Levin Capital Strategies L.P.101,935$17.48M1.7%-17.5%0.001%
5/16/2024 FSA Wealth Management LLC20,435$3.50M1.5%+1.6%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.777,973$133.20M3.1%+3.1%0.005%
5/16/2024 Vancity Investment Management Ltd234,190$40.16M4.8%+19.1%0.002%
5/16/2024 Dynasty Wealth Management LLC35,679$6.12M0.2%N/A0.000%
5/16/2024 Virtus Investment Advisers Inc.13,392$2.30M1.6%+25.6%0.000%
5/16/2024 Vawter Financial Ltd.9,999$1.72M1.2%+4.3%0.000%
5/16/2024 Avenir Corp314,265$53.89M4.6%-1.9%0.002%
5/16/2024 High Falls Advisors Inc54,317$9.31M2.3%-2.6%0.000%
5/16/2024 Sweeney & Michel LLC73,315$13.74M6.1%N/A0.000%
5/16/2024 Connective Capital Management LLC27,356$4.69M7.1%N/A0.000%
5/16/2024 Prudent Investors Network Inc.7,678$1.32M0.5%N/A0.000%
5/16/2024 WPWealth LLP24,772$4.25M1.1%-0.3%0.000%
5/16/2024 Oxford Wealth Group LLC19,712$3.38M3.1%N/A0.000%
5/16/2024 Elkhorn Partners Limited Partnership13,355$2.29M1.5%-11.0%0.000%
5/16/2024 WMS Partners LLC208,591$35.77M2.5%-9.3%0.001%
5/16/2024 Whalerock Point Partners LLC140,326$24.06M6.6%-99.9%0.001%
5/16/2024 Icon Wealth Advisors LLC78,103$13.39M1.2%+28.3%0.001%
5/16/2024 Industrial Alliance Investment Management Inc.18,251$3.13M1.3%+3.3%0.000%
5/16/2024 IronBridge Private Wealth LLC25,329$4.34M1.8%+6.7%0.000%
5/16/2024 Ironvine Capital Partners LLC88,951$15.25M1.7%-36.5%0.001%
5/16/2024 Jacobs Levy Equity Management Inc.6,848,069$1.17B5.2%+13.3%0.045%
5/16/2024 Janus Henderson Group PLC29,260,964$5.02B2.7%-7.6%0.191%
5/16/2024 Kahn Brothers Group Inc.2,492$427K0.1%N/A0.000%
5/16/2024 Kennedy Capital Management LLC169,121$29.00M0.6%+331.1%0.001%
5/16/2024 Kraft Davis & Associates LLC6,057$1.13M0.4%-6.7%0.000%
5/16/2024 Bridgeway Capital Management LLC197,578$33.88M0.7%+6.2%0.001%
5/16/2024 BTG Pactual Global Asset Management Ltd13,027$2.23M0.4%+125.6%0.000%
5/16/2024Benchmark Investment Advisors LLC38,114$6.54M5.2%-57.1%0.000%
5/16/2024 Waverly Advisors LLC407,993$69.96M1.6%+65.9%0.003%
5/16/2024 Silvercrest Asset Management Group LLC822,174$140.99M1.0%+1.2%0.005%
5/16/2024 Captrust Financial Advisors5,114,957$818.61M2.7%-9.1%0.033%
5/16/2024 Zurich Insurance Group Ltd FI2,816,365$482.95M4.4%-12.2%0.018%
5/16/2024 Ashford Capital Management Inc.4,031$691K0.1%-8.0%0.000%
5/16/2024 Caxton Associates LP157,833$27.07M1.5%+97.3%0.001%
5/16/2024 Waterford Advisors LLC8,349$1.43M0.6%-1.1%0.000%
5/16/2024 Lavaca Capital LLC42,930$7.36M4.3%+171.4%0.000%
5/15/2024 Ascent Group LLC200,504$34.38M3.0%+4.1%0.001%
5/15/2024 SVB Wealth LLC1,687,270$289.33M6.4%+68.5%0.011%
5/15/2024 Wick Capital Partners LLC8,148$1.40M1.4%-3.0%0.000%
5/15/2024 Transcendent Capital Group LLC58,289$10.00M5.6%+13.3%0.000%
5/15/2024 JPB Foundation1,021,737$175.21M19.1%-12.2%0.007%
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5/15/2024 Mount Yale Investment Advisors LLC1,077,095$184.50M14.1%+5.6%0.007%
5/15/2024 Evergreen Wealth Solutions LLC25,465$4.37M3.2%-6.7%0.000%
5/15/2024 Perritt Capital Management Inc.779$134K0.1%-11.4%0.000%
5/15/2024 Beaird Harris Wealth Management LLC22,471$3.85M0.4%-1.0%0.000%
5/15/2024 Talisman Wealth Advisors LLC12,169$2.09M2.6%+1.3%0.000%
5/15/2024 Public Employees Retirement System of Ohio7,348,012$1.26B4.9%-7.6%0.048%
5/15/2024 Blue Edge Capital LLC58,758$10.06M1.7%-8.9%0.000%
5/15/2024 London & Capital Asset Management Ltd79,649$13.66M1.0%-6.4%0.001%
5/15/2024 Public Employees Retirement Association of Colorado7,399,750$1.27B5.5%-8.9%0.048%
5/15/2024 Morse Asset Management Inc31,815$5.46M1.4%-41.1%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, 4,743 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 3,731 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), CFS Investment Advisory Services LLC ($19.39M), 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 778,687,897 shares in the last 24 months. This purchase volume represents approximately $133.96B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,800 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), Aaron Wealth Advisors LLC ($26.07M), Jennison Associates LLC ($16.18M), Fisher Asset Management LLC ($14.02M), 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 524,009,350 shares in the last 24 months. This volume of shares sold represents approximately $85.90B in transactions.


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This page (NASDAQ:AAPL) was last updated on 5/19/2024 by MarketBeat.com Staff

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