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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)
2580
Total
Institutional Inflows
(last 12 months)
$94.29B
Number of
Institutional Sellers
(last 12 months)
2936
Total
Institutional Outflows
(last 12 months)
$29.92B
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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
5/8/2024United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund553,963$94.99M4.3%+3.1%0.004%
5/8/2024SP Asset Management LLC193,732$33.22M3.1%+0.6%0.001%
5/8/2024Addison Capital Co27,345$4.69M2.3%+4.6%0.000%
5/8/2024Hohimer Wealth Management LLC36,872$6.32M1.5%-1.7%0.000%
5/8/2024Isthmus Partners LLC94,480$16.20M1.8%+14.3%0.001%
5/8/2024Russell Investments Group Ltd.9,688,026$1.66B2.6%+5.6%0.063%
5/8/2024Cornerstone Planning Group LLC16,581$3.04M0.9%-6.8%0.000%
5/8/2024Washington Trust Advisors Inc.325,084$55.75M5.1%-4.0%0.002%
5/8/2024Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.10,772$1.85M0.3%-30.9%0.000%
5/8/2024Roffman Miller Associates Inc. PA488,651$83.79M5.6%-3.2%0.003%
5/8/2024Qsemble Capital Management LP6,877$1.18M0.3%N/A0.000%
5/8/2024QRG Capital Management Inc.1,937,568$332.25M4.2%+4.2%0.013%
5/8/2024O Dell Group LLC99,866$17.13M4.2%-0.2%0.001%
5/8/2024Trademark Financial Management LLC2,328$399K0.3%-78.9%0.000%
5/8/2024Tranquility Partners LLC44,007$7.55M2.9%+8.9%0.000%
5/8/2024Watershed Private Wealth LLC19,190$3.29M1.5%+1.0%0.000%
5/8/2024Headlands Technologies LLC45,808$7.86M1.9%-79.4%0.000%
5/8/2024AMJ Financial Wealth Management6,546$1.12M0.4%-4.0%0.000%
5/8/2024Verus Financial Partners Inc.16,881$2.90M0.3%-6.2%0.000%
5/8/2024Legacy Capital Group California Inc.129,671$22.24M8.2%-3.3%0.001%
5/8/2024New Republic Capital LLC23,346$4.00M2.5%+3.9%0.000%
5/8/2024Wealth Forward LLC11,737$2.01M1.6%-0.9%0.000%
5/8/2024Ardent Capital Management Inc.145,864$25.01M12.6%+0.0%0.001%
5/8/2024Williams Jones Wealth Management LLC.2,164,975$371.25M4.7%-0.8%0.014%
5/8/2024Semus Wealth Partners LLC135,364$23.21M19.6%-0.4%0.001%
5/8/2024Keeler Thomas Management LLC32,789$5.62M1.9%-1.0%0.000%
5/8/2024Delta Financial Advisors LLC70,399$12.07M4.8%+1.4%0.000%
5/8/2024Inspire Advisors LLC13,483$2.31M0.3%-3.8%0.000%
5/8/2024Thoroughbred Financial Services LLC315,124$54.04M5.2%-20.5%0.002%
5/8/2024Donoghue Forlines LLC19,705$3.38M1.0%+45.1%0.000%
5/7/2024Comgest Global Investors S.A.S.333,608$57.21M0.8%-6.3%0.002%
5/7/2024Verus Capital Partners LLC674,852$115.72M12.8%-3.8%0.004%
5/7/2024Capital Square LLC14,701$2.52M1.8%-1.9%0.000%
5/7/2024Meeder Advisory Services Inc.241,410$41.40M4.2%+1.4%0.002%
5/7/2024Meeder Asset Management Inc.75,737$12.99M0.8%+176.2%0.000%
5/7/2024Choate Investment Advisors588,223$100.87M2.7%-1.6%0.004%
5/7/2024Sfmg LLC225,415$38.65M3.3%-3.2%0.001%
5/7/2024American Planning Services Inc.11,047$1.89M1.4%+5.3%0.000%
5/7/2024Fiduciary Family Office LLC296,738$50.89M20.0%-3.0%0.002%
5/7/2024Regency Capital Management Inc. DE31,956$5.48M3.3%+698.1%0.000%
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5/7/2024WMG Financial Advisors LLC22,999$3.94M2.3%+15.7%0.000%
5/7/2024WNY Asset Management LLC62,231$10.67M1.6%-3.6%0.000%
5/7/2024Abbrea Capital LLC226,819$38.90M5.1%-0.6%0.001%
5/7/2024Quantum Private Wealth LLC122,728$21.05M7.8%-1.0%0.001%
5/7/2024Sei Investments Co.5,362,655$919.59M1.3%+3.9%0.035%
5/7/2024Redmond Asset Management LLC8,555$1.47M0.5%-61.8%0.000%
5/7/2024White Lighthouse Investment Management Inc.37,448$6.42M1.3%-0.2%0.000%
5/7/2024GW Henssler & Associates Ltd.323,861$55.54M3.3%-1.3%0.002%
5/7/2024Bedel Financial Consulting Inc.82,243$14.10M2.2%+0.3%0.001%
5/7/2024Chilton Capital Management LLC454,039$77.86M3.7%+6.6%0.003%
5/7/2024Stonebrook Private Inc.82,612$14.17M4.1%+6.4%0.001%
5/7/2024SilverOak Wealth Management LLC16,930$2.90M0.7%-1.6%0.000%
5/7/2024Nixon Peabody Trust Co.282,546$48.45M4.4%+3.8%0.002%
5/7/2024Bey Douglas LLC28,713$4.92M4.7%-24.2%0.000%
5/7/2024RPG Investment Advisory LLC117,883$20.22M3.0%+0.5%0.001%
5/7/2024Significant Wealth Partners LLC3,395$582K0.4%+2.8%0.000%
5/7/2024Keudell Morrison Wealth Management67,689$11.61M3.5%-0.9%0.000%
5/7/2024Anchor Capital Advisors LLC32,003$5.49M0.1%-62.3%0.000%
5/7/2024Atomi Financial Group Inc.215,902$37.02M3.4%+13.3%0.001%
5/7/2024Pecaut & CO.67,916$11.65M4.3%-14.7%0.000%
5/7/2024Reynders McVeigh Capital Management LLC490,967$84.19M4.8%-0.7%0.003%
5/7/2024Allegheny Financial Group LTD72,261$12.39M3.8%-10.9%0.000%
5/7/2024Montag A & Associates Inc.305,391$52.37M2.6%-2.3%0.002%
5/7/2024BCGM Wealth Management LLC19,743$3.39M1.2%+0.9%0.000%
5/7/2024TCI Wealth Advisors Inc.129,356$22.18M2.2%+2.4%0.001%
5/7/2024Retirement Solution Inc.12,591$2.16M0.6%-8.0%0.000%
5/7/2024Redwood Wealth Management Group LLC18,910$3.24M3.4%-7.8%0.000%
5/7/2024Primoris Wealth Advisors LLC24,962$4.28M3.4%-4.2%0.000%
5/7/2024WealthPLAN Partners LLC319,004$54.70M5.7%-5.3%0.002%
5/7/2024Keating Investment Counselors Inc.9,371$1.61M0.5%-22.0%0.000%
5/7/2024Horizon Investment Services LLC34,287$5.88M2.9%-34.3%0.000%
5/7/202449 Wealth Management LLC25,204$4.29M0.9%+10.1%0.000%
5/7/2024CarsonAllaria Wealth Management Ltd.13,219$2.27M1.4%+35.3%0.000%
5/7/2024BOS Asset Management LLC34,698$5.95M3.1%+2.9%0.000%
5/7/2024KCM Investment Advisors LLC949,141$162.76M6.0%-0.1%0.006%
5/7/2024Tectonic Advisors LLC23,932$4.10M0.3%-6.2%0.000%
5/7/2024Smithfield Trust Co282,674$48.47M2.6%-0.3%0.002%
5/7/2024Facet Wealth Inc.119,767$21.76M0.7%-3.3%0.001%
5/7/2024Bernardo Wealth Planning LLC38,449$6.59M1.8%+1.9%0.000%
5/7/2024Swiss National Bank43,989,768$7.54B5.3%-10.0%0.285%
5/7/2024NTV Asset Management LLC137,912$23.65M3.6%-1.0%0.001%
5/7/2024Forsta AP Fonden3,910,700$670.61M5.7%+2.4%0.025%
5/7/2024Hyman Charles D482,150$82.68M4.6%-0.2%0.003%
5/7/2024Avalon Trust Co465,766$79.87M6.6%+7.5%0.003%
5/7/2024Highland Capital Management LLC420,205$72.06M4.1%-0.3%0.003%
5/7/2024Illinois Municipal Retirement Fund1,010,341$173.25M2.6%+7.9%0.007%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.21,000$3.60M1.8%-19.2%0.000%
5/7/2024Lipe & Dalton80,955$13.88M7.2%-1.0%0.001%
5/7/2024Zevenbergen Capital Investments LLC448,057$76.83M1.6%-12.0%0.003%
5/7/2024Capital Wealth Planning LLC1,666,108$285.70M3.1%+3,199.9%0.011%
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5/7/2024ClariVest Asset Management LLC241,813$41.47M4.3%-70.3%0.002%
5/7/2024Benedetti & Gucer Inc.19,804$3.40M1.7%-8.6%0.000%
5/7/2024Nvwm LLC63,385$10.87M3.0%-7.6%0.000%
5/7/2024Allen Investment Management LLC295,910$50.74M0.6%-5.9%0.002%
5/7/2024Shared Vision Wealth Group LLC172,220$29.53M18.4%-0.4%0.001%
5/7/2024Topel & Distasi Wealth Management LLC4,018$689K0.3%-14.1%0.000%
5/7/2024Adaptive Financial Consulting LLC2,366$406K0.2%-14.5%0.000%
5/7/2024Gibraltar Capital Management Inc.65,505$11.23M5.2%+2.5%0.000%
5/7/2024Sustainable Insight Capital Management LLC63,501$10.89M7.9%+597.7%0.000%
5/7/2024Nelson Capital Management LLC90,543$15.53M3.0%-9.5%0.001%
(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, 4,676 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 3,664 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 784,705,496 shares in the last 24 months. This purchase volume represents approximately $135.13B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,757 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), 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 385,705,709 shares in the last 24 months. This volume of shares sold represents approximately $62.30B in transactions.


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This page (NASDAQ:AAPL) was last updated on 5/8/2024 by MarketBeat.com Staff

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