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Apple (AAPL) Institutional Ownership

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$243.36 -0.49 (-0.20%)
As of 01/3/2025 05:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Apple (NASDAQ:AAPL)

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3018
Total
Institutional Inflows
(last 12 months)
$151.04B
Number of
Institutional Sellers
(last 12 months)
3161
Total
Institutional Outflows
(last 12 months)
$84.62B
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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
1/3/2025Beacon Wealthcare LLC5,046$1.26M0.5%-4.9%0.000%
1/3/2025First City Capital Management Inc.20,644$5.17M2.8%-0.4%0.000%
1/3/2025Central Pacific Bank Trust Division89,725$22.47M2.9%-1.6%0.001%
1/3/2025jvl associates llc48,592$12.17M4.6%-7.9%0.000%
1/3/2025Integrated Capital Management LLC17,051$4.27M2.3%-1.5%0.000%
1/3/2025First Citizens Financial Corp23,725$5.94M3.2%+5.9%0.000%
1/3/2025Everence Capital Management Inc.375,278$93.98M6.1%-6.0%0.002%
1/3/2025General Partner Inc.77,123$19.31M11.6%-2.6%0.001%
1/3/2025Centre Asset Management LLC125,528$31.44M7.2%+76.2%0.001%
1/3/2025Modus Advisors LLC48,025$12.03M3.8%-3.3%0.000%
1/3/2025NRI Wealth Management LC32,981$8.26M5.7%N/A0.000%
1/3/2025GAMMA Investing LLC230,722$57.78M4.9%+15.2%0.002%
1/3/2025Versant Capital Management Inc29,563$7.40M1.6%+23.3%0.000%
1/2/2025 First Financial Bank Trust Division140,676$35.23M3.3%-1.0%0.001%
1/2/2025 Trust Co of the South89,701$22.46M4.6%+21.3%0.001%
1/2/2025 Global Wealth Strategies & Associates11,509$2.88M0.9%+7.9%0.000%
1/2/2025 Cacti Asset Management LLC540,239$136.25M10.5%-0.7%0.004%
1/2/2025 Old Port Advisors39,970$10.01M2.9%+0.8%0.000%
12/31/2024Penney Financial LLC7,852$1.83M1.2%+1.6%0.000%
12/30/2024SK Wealth Management LLC12,927$3.30M1.3%N/A0.000%
12/19/2024Independent Solutions Wealth Management LLC65,179$15.19M3.4%-3.3%0.000%
12/18/2024IMS Capital Management61,162$14.25M6.4%-1.0%0.000%
12/18/2024Syntax Research Inc.29,254$6.82M4.6%-3.3%0.000%
12/17/2024Hiley Hunt Wealth Management6,011$1.40M0.8%-2.9%0.000%
12/16/2024SMART Wealth LLC14,580$3.40M1.3%+3.6%0.000%
12/13/2024Lord Abbett & CO. LLC1,542,156$359.32M1.1%-0.2%0.010%
12/13/2024B. Riley Wealth Advisors Inc.740,508$171.03M4.8%-21.3%0.005%
12/12/2024Brass Tax Wealth Management Inc.41,438$9.66M3.7%-3.5%0.000%
12/12/2024Legacy Wealth Management LLC MS73,945$17.23M6.3%+7.6%0.000%
12/12/2024SPX Gestao de Recursos Ltda305$71K0.0%N/A0.000%
12/11/20241ST Source Bank165,148$38.48M2.2%-0.9%0.001%
12/11/2024Alternative Investment Advisors LLC.5,831$1.36M0.7%+6.7%0.000%
12/10/2024Birmingham Capital Management Co. Inc. AL24,462$5.70M2.1%+23.6%0.000%
12/10/2024DGS Capital Management LLC54,499$12.70M3.4%+4.1%0.000%
12/9/2024Copley Financial Group Inc.3,202$746K0.7%N/A0.000%
12/9/2024Forthright Family Wealth Advisory LLC10,717$2.60M1.6%-20.3%0.000%
12/6/2024Logan Capital Management Inc.675,158$157.31M6.5%-3.6%0.004%
12/6/2024Fidelity D & D Bancorp Inc.9,879$2.30M1.5%-1.1%0.000%
12/6/2024Retirement Systems of Alabama5,366,334$1.25B4.7%-1.3%0.036%
12/4/2024Dantai Capital Ltd45,715$10.65M13.5%+12.9%0.000%
12/3/2024Bush Investment Group LLC5,846$1.36M1.1%-1.7%0.000%
12/3/2024Oddo BHF Asset Management Sas135,226$31.51M1.6%N/A0.001%
12/3/2024Garde Capital Inc.110,910$25.84M1.7%-1.6%0.001%
12/3/2024Denver PWM LLC3,545$826K0.3%-14.6%0.000%
12/3/2024Boulder Wealth Advisors LLC6,685$1.56M0.8%+1.3%0.000%
12/3/2024Oriental Harbor Investment Fund375,756$89.18M10.0%N/A0.002%
12/2/2024Capasso Planning Partners LLC51,203$11.93M3.5%-3.1%0.000%
12/2/2024Inspire Trust Co. N.A.37,654$8.77M2.4%+6.0%0.000%
12/2/2024Beaird Harris Wealth Management LLC22,747$5.30M0.5%-5.2%0.000%
11/29/2024American Trust77,292$18.01M1.5%+7.1%0.001%
11/29/2024Old North State Trust LLC43,854$10.22M8.3%-0.3%0.000%
11/26/2024Decatur Capital Management Inc.115,203$26.84M12.4%+0.2%0.001%
11/26/2024Asset Advisors Investment Management LLC35,748$8.33M0.9%-1.2%0.000%
11/26/2024Peapack Gladstone Financial Corp1,533,891$357.40M5.2%-2.2%0.010%
11/25/2024Synovus Financial Corp913,751$212.91M2.5%-5.3%0.006%
11/25/2024Castellan Group5,782$1.35M0.6%+206.9%0.000%
11/25/2024Optimist Retirement Group LLC5,535$1.29M0.6%N/A0.000%
11/25/2024Cim Investment Management Inc.49,322$11.49M3.4%-4.0%0.000%
11/25/2024Wilmington Savings Fund Society FSB1,091,062$254.22M4.6%+29.8%0.007%
11/25/2024Arvest Bank Trust Division151,860$35.38M2.0%N/A0.001%
11/25/2024Sfmg LLC222,415$51.82M4.2%-0.9%0.001%
11/25/2024World Investment Advisors LLC513,775$119.71M2.9%+42.1%0.003%
11/25/2024Pine Valley Investments Ltd Liability Co209,312$48.77M3.0%+2.6%0.001%
11/22/2024Stock Yards Bank & Trust Co.670,692$156.27M5.0%-3.6%0.004%
11/22/2024Capstone Capital LLC3,486$812K0.7%+4.8%0.000%
11/22/2024Sculati Wealth Management LLC61,328$14.29M5.8%+0.8%0.000%
11/22/2024Eaton Financial Holdings Company LLC28,938$6.74M2.7%N/A0.000%
11/22/2024Saratoga Research & Investment Management332,200$77.40M3.4%-5.7%0.002%
11/21/2024Anchor Investment Management LLC125,723$29.29M2.8%+0.1%0.001%
11/21/2024Tudor Financial Inc.10,172$2.37M1.5%N/A0.000%
11/21/2024Chelsea Counsel Co.99,183$23.11M11.4%-1.7%0.001%
11/21/2024Te Ahumairangi Investment Management Ltd121,033$28.04M5.0%+1.7%0.001%
11/21/2024Wealthquest Corp49,732$11.25M1.0%+0.9%0.000%
11/21/2024Aldebaran Financial Inc.29,312$6.83M8.4%-1.1%0.000%
11/20/2024Diamant Asset Management Inc.148,481$34.60M21.7%-0.6%0.001%
11/20/2024Westside Investment Management Inc.90,003$20.41M4.3%-1.0%0.001%
11/20/2024Advisory Resource Group24,463$5.70M1.2%-2.7%0.000%
11/20/2024Bard Financial Services Inc.484,922$112.99M13.3%-13.6%0.003%
11/20/2024Passumpsic Savings Bank3,528$822K0.5%+9.4%0.000%
11/19/2024McIlrath & Eck LLC56,230$13.10M1.7%+1.7%0.000%
11/19/2024Invst LLC45,966$10.71M1.3%-14.8%0.000%
11/19/2024Citizens Business Bank71,543$16.67M3.4%-1.7%0.000%
11/19/2024Old West Investment Management LLC12,914$3.01M1.2%-3.7%0.000%
11/19/2024Discipline Wealth Solutions LLC8,641$2.01M1.1%N/A0.000%
11/19/2024M&T Bank Corp5,546,502$1.29B4.2%-4.1%0.037%
11/19/2024Unigestion Holding SA200,231$46.65M2.3%+358.2%0.001%
11/19/2024Second Line Capital LLC24,995$5.82M1.6%+3.4%0.000%
11/19/2024TCW Group Inc.571,323$133.12M1.2%+6.1%0.004%
11/19/2024Hohimer Wealth Management LLC38,881$9.06M1.9%-0.6%0.000%
11/18/2024Soltis Investment Advisors LLC209,065$48.71M4.7%+5.9%0.001%
11/18/2024Rehmann Capital Advisory Group163,414$38.08M2.5%-2.7%0.001%
11/18/2024Main Line Retirement Advisors LLC3,237$754K0.5%+2.8%0.000%
11/18/2024TD Private Client Wealth LLC106,889$24.91M0.7%+6.5%0.001%
11/18/2024Hobbs Group Advisors LLC16,473$3.84M1.4%+1.5%0.000%
11/18/2024Virtue Capital Management LLC38,914$9.07M1.8%-28.5%0.000%
11/18/2024Fortem Financial Group LLC25,351$5.91M2.4%+3.7%0.000%
11/18/2024Teachers Retirement System of The State of Kentucky1,855,531$432.34M3.8%-3.2%0.012%
11/18/2024Asset Allocation Strategies LLC7,581$1.77M0.5%+8.4%0.000%
11/18/2024Sunbelt Securities Inc.115,493$26.91M2.6%+3.9%0.001%
11/18/2024Toronto Dominion Bank7,912,954$1.84B3.2%-21.1%0.052%
(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, 4,987 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($226.16B), International Assets Investment Management LLC ($219.83B), State Street Corp ($136.07B), FMR LLC ($84.78B), Geode Capital Management LLC ($77.54B), Berkshire Hathaway Inc ($69.90B), and Price T Rowe Associates Inc. MD ($35.49B).Learn more on AAPL's institutional investors.

What percentage of Apple stock is owned by institutional investors?

67.73% 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 3,974 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 ($171.60M), State Street Corp ($58.55M), Berkshire Hathaway Inc ($20.76M), Geode Capital Management LLC ($20.48M), Swedbank AB ($20.01M), and Vanguard Group Inc. ($18.86M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 979,663,463 shares in the last 24 months. This purchase volume represents approximately $191.73B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,999 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), Berkshire Hathaway Inc ($100M), Jennison Associates LLC ($15.24M), Sumitomo Mitsui Trust Holdings Inc. ($14.44M), H&H International Investment LLC ($11.16M), Deutsche Bank AG ($10.92M), and Swiss National Bank ($9.92M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 611,124,097 shares in the last 24 months. This volume of shares sold represents approximately $115.90B in transactions.


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This page (NASDAQ:AAPL) was last updated on 1/4/2025 by MarketBeat.com Staff
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