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→ War on Elon Escalates… (From Porter & Company) (Ad) Free AAPL Stock Alerts

Apple (AAPL) Institutional Ownership

$225.77
+4.08 (+1.84%)
(As of 10/8/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Apple (NASDAQ:AAPL)

Current
Institutional Ownership
Percentage
60.41%
Number of
Institutional Buyers
(last 12 months)
2884
Total
Institutional Inflows
(last 12 months)
$99.73B
Number of
Institutional Sellers
(last 12 months)
3070
Total
Institutional Outflows
(last 12 months)
$59.17B
Skip Chart & View Institutional Buying and Selling Data

AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2024Sage Capital Advisors llc167,854$39.11M10.2%-4.7%0.001%
10/8/2024Gratus Wealth Advisors LLC36,829$8.17M1.3%+8.1%0.000%
10/8/2024Northwest Capital Management Inc51,430$11.98M4.2%-15.1%0.000%
10/8/2024Boyce & Associates Wealth Consulting Inc.9,884$2.30M2.4%-1.9%0.000%
10/8/2024Talbot Financial LLC378,843$88.27M10.7%+0.2%0.002%
10/8/2024Cape ANN Savings Bank36,855$8.59M5.0%-2.3%0.000%
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10/8/2024Brookstone Capital Management583,413$135.94M2.0%+2.6%0.004%
10/8/2024Olistico Wealth LLC61,654$14.37M8.8%-4.1%0.000%
10/8/2024Trust Co of Kansas42,829$9.98M4.8%+7.2%0.000%
10/8/2024Leibman Financial Services Inc.22,364$5.21M3.7%-3.8%0.000%
10/8/2024Reliant Investment Management LLC44,787$10.44M4.9%+0.8%0.000%
10/8/2024City Holding Co.127,237$29.65M4.1%-2.9%0.001%
10/8/2024O Keefe Stevens Advisory Inc.4,168$971K0.3%+49.5%0.000%
10/8/2024Artemis Investment Management LLP664,287$154.78M2.4%-39.5%0.004%
10/8/2024Mattson Financial Services LLC34,767$8.10M2.8%-0.7%0.000%
10/8/2024Country Trust Bank876,572$204.24M5.0%-1.7%0.006%
10/8/2024Sugarloaf Wealth Management LLC55,477$12.93M2.4%+0.5%0.000%
10/8/2024Park Place Capital Corp28,476$6.64M1.9%+15.5%0.000%
10/8/2024Atomi Financial Group Inc.266,264$62.04M3.9%+5.5%0.002%
10/8/2024Traveka Wealth LLC24,830$5.79M2.9%+2.7%0.000%
10/8/2024Lbmc Investment Advisors LLC62,454$14.55M1.1%-0.9%0.000%
10/8/2024Insight Wealth Strategies LLC57,954$13.50M1.8%-1.4%0.000%
10/8/2024Legacy Private Trust Co.179,826$41.90M2.8%+1.4%0.001%
10/8/2024Bridge Creek Capital Management LLC61,330$14.29M4.3%-3.3%0.000%
10/8/2024Clean Yield Group104,448$24.34M7.7%+8.1%0.001%
10/8/2024Marion Wealth Management36,002$8.39M2.2%+2.3%0.000%
10/8/2024White Wing Wealth Management8,062$1.88M1.4%-1.0%0.000%
10/8/2024Anderson Hoagland & Co.153,704$34.86M3.6%-0.3%0.001%
10/8/2024Advance Capital Management Inc.29,905$6.97M0.3%+2.4%0.000%
10/8/2024MBM Wealth Consultants LLC14,808$3.45M1.1%+7.7%0.000%
10/8/2024Boit C F David29,902$6.78M3.4%-0.3%0.000%
10/8/2024Financial Synergies Wealth Advisors Inc.18,519$4.32M0.5%+238.9%0.000%
10/8/2024Dynamic Advisor Solutions LLC488,030$109.66M3.3%+0.7%0.003%
10/8/2024Tlwm12,668$2.95M0.6%-21.3%0.000%
10/8/2024Blue Zone Wealth Advisors LLC51,863$12.08M3.8%+2.6%0.000%
10/8/2024Axiom Advisory LLC541,915$120.95M1.1%+13.7%0.004%
10/8/2024Evanson Asset Management LLC423,476$98.67M7.1%-0.3%0.003%
10/8/2024Alpha Cubed Investments LLC662,801$154.43M6.9%-6.4%0.004%
10/8/2024Chesley Taft & Associates LLC304,548$70.96M3.4%-0.3%0.002%
10/8/2024Williams & Novak LLC12,708$2.96M2.8%+14.4%0.000%
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10/8/2024Eastover Investment Advisors LLC56,767$13.23M6.2%-8.3%0.000%
10/8/2024Cardinal Point Capital Management ULC28,702$6.69M1.1%+0.9%0.000%
10/8/2024Skyline Advisors Inc.20,619$4.80M2.0%-10.8%0.000%
10/8/2024Kesler Norman & Wride LLC72,885$16.98M3.3%-10.1%0.000%
10/8/2024Callan Family Office LLC73,507$17.13M2.9%+53.6%0.000%
10/8/2024Exeter Financial LLC43,530$10.14M4.5%-1.6%0.000%
10/8/2024Aprio Wealth Management LLC47,993$11.18M1.8%+38.1%0.000%
10/8/2024Twele Capital Management Inc.3,048$710K0.1%+153.6%0.000%
10/8/2024Chapin Davis Inc.100,236$23.36M7.6%-0.4%0.001%
10/8/2024Omega Financial Group LLC6,567$1.53M0.6%-33.2%0.000%
10/8/2024Bangor Savings Bank70,742$16.48M1.6%-2.3%0.000%
10/8/2024Affinity Capital Advisors LLC161,602$37.65M7.3%-0.9%0.001%
10/8/2024Ignite Planners LLC71,707$16.71M3.8%-11.7%0.000%
10/8/2024Versant Capital Management Inc23,980$5.59M1.3%+7.9%0.000%
10/8/2024Pacifica Partners Inc.62,640$14.60M6.0%-1.2%0.000%
10/8/2024Bath Savings Trust Co287,427$66.97M6.7%+0.2%0.002%
10/8/2024Stonebridge Capital Management Inc.93,883$21.88M8.7%-1.1%0.001%
10/8/2024Greenfield Savings Bank68,035$15.85M7.5%-0.8%0.000%
10/8/2024Heartwood Wealth Advisors LLC21,867$5.10M0.6%-2.5%0.000%
10/8/2024Atwood & Palmer Inc.128,776$30.01M2.0%+0.7%0.001%
10/8/2024Mather Group LLC.203,473$47.41M0.6%-49.5%0.001%
10/8/2024City Center Advisors LLC3,315$772K0.9%-2.3%0.000%
10/8/2024Threadgill Financial LLC11,198$2.61M1.6%+2.0%0.000%
10/8/2024Security National Bank120,185$28.00M3.8%-0.6%0.001%
10/8/2024Kure Advisory LLC5,991$1.40M1.2%+32.2%0.000%
10/7/2024Global Financial Private Client LLC71,622$16.69M6.5%+1.4%0.000%
10/7/2024New England Research & Management Inc.36,348$8.47M4.0%+0.3%0.000%
10/7/2024EWG Elevate Inc.13,588$3.17M1.3%-11.3%0.000%
10/7/2024Marathon Strategic Advisors LLC1,705$397K0.4%-5.9%0.000%
10/7/2024Green Alpha Advisors LLC5,146$1.20M0.9%-3.4%0.000%
10/7/2024Sara Bay Financial20,419$4.76M2.0%-6.1%0.000%
10/7/2024Bank of New Hampshire83,208$19.39M4.9%-1.7%0.001%
10/7/2024Hurlow Wealth Management Group Inc.19,383$4.52M1.4%-1.2%0.000%
10/7/2024IMZ Advisory Inc17,800$4.04M1.9%-0.7%0.000%
10/7/2024Cypress Financial Planning LLC8,173$1.90M0.7%+3.2%0.000%
10/7/2024Foresight Capital Management Advisors Inc.19,828$4.62M2.7%+4.3%0.000%
10/7/2024Stokes Capital Advisors LLC48,462$11.29M2.9%-0.3%0.000%
10/7/2024Divergent Planning LLC9,467$2.15M0.8%-1.5%0.000%
10/7/2024Sterling Group Wealth Management LLC36,938$8.61M4.6%+0.2%0.000%
10/7/2024Cohen Investment Advisors LLC45,601$10.63M6.5%-2.1%0.000%
10/7/2024Richard P Slaughter Associates Inc22,593$5.26M1.2%-1.7%0.000%
10/7/2024Foster Group Inc.138,213$32.20M1.2%-6.0%0.001%
10/7/2024Oak Asset Management LLC149,863$34.92M12.4%-3.5%0.001%
10/7/2024Salvus Wealth Management LLC26,693$6.22M3.8%+11.5%0.000%
10/7/2024SignalPoint Asset Management LLC171,820$39.14M9.1%-1.1%0.001%
10/7/2024Myecfo LLC15,007$3.50M1.9%-2.3%0.000%
10/7/2024Hoffman Alan N Investment Management421,061$98.11M47.2%-0.4%0.003%
10/7/2024Fragasso Financial Advisors Inc288,815$67.29M5.2%-0.2%0.002%
10/7/2024Fulton Bank N.A.289,970$67.56M2.6%+0.1%0.002%
10/7/2024Platte River Wealth Advisors LLC64,444$15.02M4.0%+0.8%0.000%
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10/7/2024Lakewood Asset Management LLC19,012$4.43M3.0%-15.6%0.000%
10/7/2024Founders Capital Management39,547$9.21M5.6%-9.8%0.000%
10/7/2024Kwmg LLC24,734$5.76M0.6%+0.8%0.000%
10/7/2024Prentice Wealth Management LLC11,648$2.71M0.8%-1.7%0.000%
10/7/2024KWB Wealth16,506$3.85M0.5%-7.4%0.000%
10/7/2024Value Partners Investments Inc.4,294$1.00M0.0%+6.8%0.000%
10/7/2024Sandbox Financial Partners LLC157,004$36.58M12.9%-2.0%0.001%
10/7/2024Parisi Gray Wealth Management53,458$12.46M4.1%-0.1%0.000%
10/7/2024MKT Advisors LLC12,872$2.92M1.4%+1.8%0.000%
10/7/2024Miracle Mile Advisors LLC509,991$118.83M2.7%-2.7%0.003%
(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, 4,906 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 3,882 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), Swedbank AB ($20.01M), Vanguard Group Inc. ($18.86M), Cerity Partners LLC ($16.25M), and California Public Employees Retirement System ($15.65M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 803,962,400 shares in the last 24 months. This purchase volume represents approximately $143.83B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,897 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), Jennison Associates LLC ($16.18M), Sumitomo Mitsui Trust Holdings Inc. ($15.38M), Fisher Asset Management LLC ($14.02M), Deutsche Bank AG ($10.92M), Swiss National Bank ($9.72M), and FMR LLC ($8.74M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 495,730,930 shares in the last 24 months. This volume of shares sold represents approximately $85.06B in transactions.


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This page (NASDAQ:AAPL) was last updated on 10/8/2024 by MarketBeat.com Staff
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