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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
67.73%
Number of
Institutional Buyers
(last 12 months)
3160
Total
Institutional Inflows
(last 12 months)
$141.91B
Number of
Institutional Sellers
(last 12 months)
3217
Total
Institutional Outflows
(last 12 months)
$109.01B
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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
2/4/2025Cutter & CO Brokerage Inc.32,276$8.08M2.0%-4.1%0.000%
2/4/2025Financial Symmetry Inc11,391$2.85M1.9%-2.1%0.000%
2/4/2025Denali Advisors LLC160,669$40.24M4.2%+6.6%0.001%
2/4/2025Richard Bernstein Advisors LLC295,272$73.94M1.7%-3.6%0.002%
2/4/2025Lake Street Advisors Group LLC200,796$50.28M2.3%-3.0%0.001%
2/4/2025JFG Wealth Management LLC21,104$5.29M1.2%+62.9%0.000%
2/4/2025Johnson Financial Group LLC3,164$792K0.1%-4.4%0.000%
2/4/2025Provident Wealth Management LLC9,537$2.39M0.8%-1.3%0.000%
2/4/2025Kirtland Hills Capital Management LLC16,595$4.16M2.7%+15.0%0.000%
2/4/2025NCP Inc.19,309$4.84M2.5%-0.4%0.000%
2/4/2025Bradley & Co. Private Wealth Management LLC60,264$15.09M9.4%N/A0.000%
2/4/2025ARK Investment Management LLC1,394$349K0.0%+194.1%0.000%
2/4/2025Summit Wealth Group LLC20,994$5.26M1.5%-16.9%0.000%
2/4/2025CPA Asset Management LLC18,178$4.55M2.1%-2.0%0.000%
2/4/2025Cavalier Investments LLC3,249$814K0.3%-88.2%0.000%
2/4/2025Daner Wealth Management LLC3,447$819K0.6%N/A0.000%
2/4/2025Birinyi Associates Inc.344,033$86.15M23.7%-0.5%0.002%
2/4/2025LGL Partners LLC21,518$5.39M0.8%+1.6%0.000%
2/4/2025Sprott Inc.27,590$6.91M0.4%+20.8%0.000%
2/4/2025FFT Wealth Management LLC19,483$4.88M0.4%+1.9%0.000%
2/4/2025Pinnacle West Asset Management Inc.38,680$9.69M6.9%-1.7%0.000%
2/4/2025Longbow Finance SA328,254$82.20M9.0%+5.0%0.002%
2/4/2025Canton Hathaway LLC22,053$5.52M1.4%+5.4%0.000%
2/4/2025MorganRosel Wealth Management LLC14,556$3.65M1.2%+134.2%0.000%
2/4/2025Sterling Investment Advisors Ltd.134,894$33.78M8.3%-1.2%0.001%
2/4/2025Tull Financial Group Inc.2,874$720K0.4%+16.6%0.000%
2/4/2025Illinois Municipal Retirement Fund1,054,857$264.16M3.7%+1.4%0.007%
2/4/2025Los Angeles Capital Management LLC7,207,352$1.80B7.3%-7.8%0.048%
2/4/2025Amalgamated Bank3,135,179$785.11M6.4%-2.1%0.021%
2/4/2025Strategent Financial LLC1,762$441K0.4%N/A0.000%
2/4/2025Avalon Capital Management64,393$16.13M5.2%-4.8%0.000%
2/4/2025Vaughan David Investments LLC IL30,822$7.72M0.2%-1.8%0.000%
2/4/2025FourThought Financial Partners LLC136,017$34.06M3.5%-1.9%0.001%
2/4/2025Processus Wealth & Capital Management LLC38,998$9.77M7.8%-1.3%0.000%
2/4/2025Continuum Wealth Advisors LLC2,141$536K0.3%+14.1%0.000%
2/4/2025Exchange Capital Management Inc.33,033$8.27M1.3%+24.9%0.000%
2/4/2025Twin Peaks Wealth Advisors LLC65,563$16.42M6.9%+10.3%0.000%
2/4/2025TruNorth Capital Management LLC14,451$3.62M47.0%+47.0%0.000%
2/4/2025Keeler Thomas Management LLC30,481$7.63M2.7%-4.4%0.000%
2/4/2025Commonwealth Retirement Investments LLC11,861$2.97M1.2%+3.0%0.000%
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2/4/2025Horizon Advisory Services Inc.2,148$538K0.3%-3.4%0.000%
2/4/2025Artemis Wealth Advisors LLC39,852$9.98M1.8%-33.4%0.000%
2/4/2025EdgeRock Capital LLC27,717$6.94M4.5%+2.6%0.000%
2/4/2025Fairhaven Wealth Management LLC79,165$19.83M6.2%+0.3%0.001%
2/4/2025Sierra Capital LLC112,275$28.12M3.3%-1.0%0.001%
2/4/2025Hendley & Co. Inc.70,577$17.67M6.2%-0.3%0.000%
2/4/2025Sentry Investment Management LLC63,256$15.84M7.6%-4.6%0.000%
2/4/2025BHK Investment Advisors LLC36,569$9.16M3.4%-6.2%0.000%
2/4/2025Stack Financial Management Inc2,021$506K0.0%-3.8%0.000%
2/4/2025Brown Financial Advisors18,690$4.68M1.9%-4.4%0.000%
2/4/2025Blackhawk Capital Partners LLC.38,084$9.54M4.9%-7.0%0.000%
2/4/2025Synergy Financial Group LTD21,550$5.40M4.5%-1.3%0.000%
2/4/2025Wrapmanager Inc.54,402$13.62M3.5%+3.0%0.000%
2/4/2025Transcendent Capital Group LLC45,768$11.46M6.0%+3.5%0.000%
2/4/2025Trifecta Capital Advisors LLC111,316$27.88M5.5%-1.5%0.001%
2/4/2025Mengis Capital Management Inc.169,324$42.40M8.7%-0.4%0.001%
2/4/2025CWS Financial Advisors LLC65,436$16.39M5.3%+0.3%0.000%
2/4/2025Coyle Financial Counsel LLC17,235$4.32M1.4%-1.6%0.000%
2/4/2025Pine Valley Investments Ltd Liability Co202,738$50.77M3.0%-3.1%0.001%
2/4/2025Pring Turner Capital Group Inc.11,169$2.80M1.9%+0.5%0.000%
2/4/2025Addison Advisors LLC25,645$6.42M1.8%-3.6%0.000%
2/4/2025Prasad Wealth Partners LLC9,133$2.29M0.7%N/A0.000%
2/4/2025BankPlus Trust Department50,369$12.61M4.1%N/A0.000%
2/4/2025Portland Financial Advisors Inc1,622$406K1.1%N/A0.000%
2/4/2025Impax Asset Management Group plc561,672$140.65M0.6%-8.9%0.004%
2/4/2025Quartz Partners LLC26,629$6.67M4.1%+1.8%0.000%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co558,891$139.96M14.7%-1.5%0.004%
2/4/2025Skylands Capital LLC135,055$33.82M4.7%-11.8%0.001%
2/4/2025Edge Capital Group LLC114,186$28.59M1.5%+3.5%0.001%
2/4/2025GHE LLC800$200K0.1%N/A0.000%
2/4/2025Rothschild Investment LLC301,018$75.38M4.9%-2.2%0.002%
2/4/2025Holistic Financial Partners14,520$3.64M1.8%+18.8%0.000%
2/4/2025Wealthstream Advisors Inc.18,215$4.56M0.8%+6.1%0.000%
2/4/2025Northwest Capital Management Inc43,117$10.80M4.6%-16.2%0.000%
2/4/2025Crestwood Advisors Group LLC1,458,633$365.27M6.8%+0.0%0.010%
2/4/2025Wharton Business Group LLC437,576$109.58M5.0%-0.7%0.003%
2/4/2025IFP Advisors Inc338,411$84.75M2.8%+9.4%0.002%
2/4/2025Shariaportfolio Inc.4,149$1.04M0.5%+5.1%0.000%
2/4/2025J. W. Coons Advisors LLC119,217$29.85M7.7%-2.5%0.001%
2/4/2025RPG Investment Advisory LLC135,777$34.00M4.6%-0.1%0.001%
2/4/2025WealthShield Partners LLC59,115$14.80M2.1%-6.7%0.000%
2/4/2025Hardman Johnston Global Advisors LLC233,779$58.54M2.4%-4.4%0.002%
2/4/2025Waverton Investment Management Ltd470,328$117.78M1.9%+12.1%0.003%
2/4/2025Roffman Miller Associates Inc. PA484,891$121.43M7.5%-2.7%0.003%
2/4/2025Cannon Wealth Management Services LLC15,706$3.58M3.1%+10.3%0.000%
2/4/2025New World Advisors LLC26,239$6.57M1.6%+2.3%0.000%
2/4/2025Mainstay Capital Management LLC ADV9,090$2.28M0.3%-3.0%0.000%
2/4/2025Genesis Wealth Advisors LLC8,333$2.09M1.8%N/A0.000%
2/4/2025Dover Advisors LLC54,137$13.56M7.8%-4.3%0.000%
2/4/2025B&D White Capital Company LLC30,588$7.66M1.3%+80.0%0.000%
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
2/4/2025Capital Advisors Ltd. LLC39,837$9.98M1.3%+0.3%0.000%
2/4/2025Cape ANN Savings Bank35,439$8.88M5.2%-3.8%0.000%
2/4/2025Midwest Capital Advisors LLC603$151K0.1%N/A0.000%
2/4/2025Cherry Tree Wealth Management LLC14,239$3.57M0.9%+1.8%0.000%
2/4/2025Moisand Fitzgerald Tamayo LLC13,144$3.29M0.5%-5.8%0.000%
2/4/2025Colonial River Investments LLC53,948$13.51M6.5%+20.1%0.000%
2/4/2025Birchcreek Wealth Management LLC20,500$5.13M3.2%-1.1%0.000%
2/4/2025Partners Wealth Management LLC25,734$6.44M7.3%N/A0.000%
2/4/2025Black Diamond Financial LLC34,318$8.59M1.3%+14.6%0.000%
2/4/2025BCGM Wealth Management LLC18,564$4.65M1.5%-1.5%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, 5,164 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($226.16B), State Street Corp ($136.07B), FMR LLC ($84.78B), Geode Capital Management LLC ($77.54B), Berkshire Hathaway Inc ($69.90B), 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?

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 4,158 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 ($164.16M), State Street Corp ($58.55M), Swedbank AB ($20.86M), Berkshire Hathaway Inc ($20.76M), Geode Capital Management LLC ($20.48M), and Vanguard Group Inc. ($18.86M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 980,353,647 shares in the last 24 months. This purchase volume represents approximately $196.02B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,063 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), International Assets Investment Management LLC ($95.04M), Jennison Associates LLC ($16.72M), Sumitomo Mitsui Trust Holdings Inc. ($13.36M), H&H International Investment LLC ($11.16M), and Deutsche Bank AG ($10.92M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 708,952,319 shares in the last 24 months. This volume of shares sold represents approximately $142.11B in transactions.



This page (NASDAQ:AAPL) was last updated on 2/4/2025 by MarketBeat.com Staff
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