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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)
2590
Total
Institutional Inflows
(last 12 months)
$93.10B
Number of
Institutional Sellers
(last 12 months)
2918
Total
Institutional Outflows
(last 12 months)
$30.55B
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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
4/27/2024 Riverwater Partners LLC4,689$804K0.6%-2.3%0.000%
4/27/2024 Weatherly Asset Management L. P.374,254$64.18M6.2%-2.1%0.002%
4/27/2024James Hambro & Partners6,462$1.11M0.1%-20.9%0.000%
4/27/2024White Pine Investment CO43,061$7.38M2.2%-5.6%0.000%
4/27/2024Dougherty Wealth Advisers LLC22,571$3.87M3.4%-7.3%0.000%
4/27/2024Tenon Financial LLC2,813$482K0.4%N/A0.000%
4/27/2024Guardian Financial Partners LLC13,631$2.34M1.6%-2.6%0.000%
4/27/2024Kellett Wealth Advisors LLC14,085$2.42M1.7%-1.3%0.000%
4/27/2024Glass Jacobson Investment Advisors llc19,323$3.31M1.2%-4.4%0.000%
4/27/2024Vigilare Wealth Management38,482$6.60M3.3%-9.5%0.000%
4/27/2024Phoenix Wealth Advisors32,236$5.53M3.4%+1.2%0.000%
4/27/2024Hourglass Capital LLC35,903$6.16M1.9%-0.6%0.000%
4/27/2024Nadler Financial Group Inc.164,480$28.21M3.5%-1.1%0.001%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC190,447$32.66M8.0%-1.9%0.001%
4/27/2024Treasure Coast Financial Planning4,843$830K0.5%-12.2%0.000%
4/27/2024Conning Inc.124,432$21.34M0.7%+2.0%0.001%
4/27/2024Fonville Wealth Management LLC19,545$3.35M1.5%-7.0%0.000%
4/27/2024Finer Wealth Management Inc.67,999$11.66M7.7%+2.0%0.000%
4/27/2024Foster Victor Wealth Advisors LLC54,334$9.51M0.9%+4.5%0.000%
4/27/2024Signature Wealth Management Partners LLC50,858$8.72M7.1%-3.9%0.000%
4/27/2024K.J. Harrison & Partners Inc223,309$38.29M5.9%-0.8%0.001%
4/27/2024Members Advisory Group LLC1,285$220K0.1%N/A0.000%
4/27/2024Capital Performance Advisors LLP58,850$10.09M3.9%-1.5%0.000%
4/27/2024Austin Asset Management Co Inc26,238$4.50M1.0%-7.5%0.000%
4/27/2024McCollum Christoferson Group LLC98,699$16.93M4.9%-1.9%0.001%
4/27/2024BayBridge Capital Group LLC1,939$321K0.3%+7.8%0.000%
4/26/2024Pinnacle Associates Ltd.1,324,689$227.16M3.6%-1.0%0.009%
4/26/2024Trueblood Wealth Management LLC35,618$6.11M3.5%-2.4%0.000%
4/26/2024Sterling Investment Counsel LLC57,049$9.78M4.5%-16.4%0.000%
4/26/2024Securian Asset Management Inc.854,950$146.61M4.3%-7.7%0.006%
4/26/2024Aspen Investment Management Inc18,840$3.23M1.6%+4.6%0.000%
4/26/2024Plan Group Financial LLC6,441$1.11M0.7%+47.7%0.000%
4/26/2024Triasima Portfolio Management inc.1,633$280K0.0%-60.2%0.000%
4/26/2024Harrington Investments INC69,445$11.91M6.8%-0.3%0.000%
4/26/2024McGuire Investment Group LLC116,931$20.05M2.9%+0.5%0.001%
4/26/2024BLB&B Advisors LLC329,490$56.50M3.2%+7.2%0.002%
4/26/2024Planned Solutions Inc.16,868$2.89M1.4%+0.6%0.000%
4/26/2024Pavion Blue Capital LLC10,519$1.80M0.9%-1.6%0.000%
4/26/2024Conestoga Capital Advisors LLC5,110$876K0.0%-10.5%0.000%
4/26/2024Acorn Wealth Advisors LLC17,973$3.08M1.6%+1.1%0.000%
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4/26/2024UMB Bank n.a.1,425,024$244.36M3.9%-0.2%0.009%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC42,718$7.26M3.0%-2.8%0.000%
4/26/2024RCS Financial Planning LLC15,270$2.62M1.6%+3.4%0.000%
4/26/2024Advisors Management Group Inc. ADV43,953$7.54M1.9%+4.1%0.000%
4/26/2024Narwhal Capital Management277,629$47.61M4.7%+0.5%0.002%
4/26/2024MBA Advisors LLC26,092$4.47M2.3%-1.6%0.000%
4/26/2024LifeSteps Financial Inc.33,876$5.81M4.4%-5.5%0.000%
4/26/2024Cottonwood Capital Advisors LLC12,802$2.21M1.7%-7.3%0.000%
4/26/2024Arcataur Capital Management LLC21,251$3.64M1.3%-0.3%0.000%
4/26/2024Highview Capital Management LLC DE 48,834$8.37M3.8%+3.4%0.000%
4/26/2024Trevian Wealth Management LLC8,479$1.45M1.0%-8.7%0.000%
4/26/2024Prestige Wealth Management Group LLC114,526$19.64M4.2%-2.5%0.001%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.46,944$8.05M6.1%-91.4%0.000%
4/26/2024Riverbridge Partners LLC34,193$5.86M0.1%-57.9%0.000%
4/26/2024Bellevue Asset Management LLC58,102$9.96M5.7%-1.3%0.000%
4/26/2024Crestone Asset Management LLC10,966$1.88M0.4%+1.2%0.000%
4/26/2024Northwest Bancshares Inc.79,693$13.67M2.2%+4.4%0.001%
4/26/2024Renaissance Group LLC213,959$36.69M1.4%-1.6%0.001%
4/26/2024JNBA Financial Advisors34,020$5.83M0.6%-6.5%0.000%
4/26/2024Yousif Capital Management LLC1,910,954$327.69M3.6%-2.6%0.012%
4/26/2024Schmidt P J Investment Management Inc.159,171$27.30M5.1%+1.2%0.001%
4/26/2024Augustine Asset Management Inc.135,129$23.17M9.7%-1.6%0.001%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA17,568$3.01M1.2%-21.0%0.000%
4/26/2024Horizon Financial Services LLC4,225$725K0.5%+20.5%0.000%
4/26/2024YHB Investment Advisors Inc.367,641$63.04M5.5%-1.1%0.002%
4/26/2024SlateStone Wealth LLC321,745$55.17M5.5%+2.6%0.002%
4/26/2024ZWJ Investment Counsel Inc.280,287$48.06M2.2%-5.1%0.002%
4/26/2024Coastline Trust Co194,472$33.35M4.0%+6.5%0.001%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.87,631$15.03M0.9%-8.8%0.001%
4/26/2024First National Trust Co619,079$106.16M4.3%-0.2%0.004%
4/26/2024Barton Investment Management33,044$5.67M0.7%+0.2%0.000%
4/26/2024Sage Rhino Capital LLC57,603$9.88M2.3%-2.6%0.000%
4/26/2024Guild Investment Management Inc.16,528$2.83M3.6%+2.2%0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC29,437$5.05M2.7%-1.4%0.000%
4/26/2024SFG Wealth Management LLC.13,985$2.40M1.4%-8.9%0.000%
4/26/2024Guardian Investment Management101,353$17.38M13.3%-13.9%0.001%
4/26/2024Clear Creek Financial Management LLC45,945$7.88M1.0%+6.3%0.000%
4/26/2024Quantum Financial Advisors LLC61,326$10.52M1.8%-0.8%0.000%
4/26/2024Members Trust Co31,887$5.47M0.2%-6.7%0.000%
4/26/2024Legacy Bridge LLC9,354$1.60M0.9%-18.7%0.000%
4/26/2024SYSTM Wealth Solutions LLC51,893$8.90M1.1%-11.6%0.000%
4/26/2024Sumitomo Life Insurance Co.195,187$33.62M0.8%-17.1%0.001%
4/26/2024First Personal Financial Services36,349$6.23M1.4%-0.3%0.000%
4/26/2024Pioneer Trust Bank N A OR127,335$21.84M6.1%-0.2%0.001%
4/26/2024Chicago Partners Investment Group LLC233,759$39.01M1.7%+2.0%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.1,129,890$193.76M4.4%N/A0.007%
4/26/2024Patrick M Sweeney & Associates Inc.37,808$6.48M5.3%+0.6%0.000%
4/26/2024Carr Financial Group Corp26,764$4.59M1.5%+9.2%0.000%
4/26/2024Virginia Wealth Management Group Inc.16,220$2.78M2.3%+72.4%0.000%
4/26/2024MONECO Advisors LLC99,755$17.11M2.8%-2.9%0.001%
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4/26/2024Sprinkle Financial Consultants LLC10,310$1.77M1.5%-8.5%0.000%
4/26/2024TI Trust Inc.8,717$1.50M1.1%+173.5%0.000%
4/26/2024Sigma Investment Counselors Inc.128,646$22.06M1.2%-1.7%0.001%
4/26/2024KG&L Capital Management LLC58,219$10.00M4.0%-15.7%0.000%
4/26/2024Verdence Capital Advisors LLC218,317$37.44M3.4%-2.6%0.001%
4/26/2024Petredis Investment Advisors LLC211,396$36.25M4.3%+1.4%0.001%
4/26/2024Brown Financial Advisory1,314$225K0.2%+6.2%0.000%
4/26/2024Pine Haven Investment Counsel Inc43,891$7.53M6.6%-1.2%0.000%
4/26/2024Robinson Smith Wealth Advisors LLC16,892$2.90M2.8%-21.6%0.000%
4/26/2024Davies Financial Advisors Inc.35,615$6.11M6.2%N/A0.000%
(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, 4,643 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 3,655 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 786,099,956 shares in the last 24 months. This purchase volume represents approximately $135.43B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,732 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 ($14.05M), 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 385,644,016 shares in the last 24 months. This volume of shares sold represents approximately $62.33B in transactions.


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This page (NASDAQ:AAPL) was last updated on 4/28/2024 by MarketBeat.com Staff

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