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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)
2637
Total
Institutional Inflows
(last 12 months)
$97.80B
Number of
Institutional Sellers
(last 12 months)
2988
Total
Institutional Outflows
(last 12 months)
$32.95B
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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
5/15/2024Lazard Asset Management LLC8,759,445$1.50B1.8%+161.2%0.057%
5/15/2024Bank of Nova Scotia Trust Co.71,087$12.19M1.3%-5.5%0.000%
5/15/2024Epoch Investment Partners Inc.1,254,597$215.14M1.0%-57.2%0.008%
5/15/2024LRI Investments LLC50,501$9.41M1.3%N/A0.000%
5/15/20241832 Asset Management L.P.2,755,570$472.53M0.3%-40.4%0.018%
5/15/2024Elkhorn Partners Limited Partnership6,050$1.04M0.8%-59.7%0.000%
5/15/2024Linscomb Wealth Inc.162,087$27.80M1.4%-0.9%0.001%
5/15/2024Truvestments Capital LLC29,686$5.09M2.0%+4.3%0.000%
5/15/2024Quadrature Capital Ltd795,176$136.39M2.3%N/A0.005%
5/15/2024Hhlr Advisors LTD.11,700$2.01M0.0%N/A0.000%
5/15/2024Guardian Capital Advisors LP89,057$14.96M1.6%+7.5%0.001%
5/15/2024Gabelli Funds LLC497,015$85.23M0.6%-32.3%0.003%
5/15/2024Gamco Investors INC. ET AL140,851$24.15M0.2%-10.9%0.001%
5/15/2024Stonebridge Capital Advisors LLC306,882$52.62M4.7%+2.6%0.002%
5/15/2024Envoi LLC5,869$1.01M2.4%N/A0.000%
5/14/2024Canada Pension Plan Investment Board11,532,438$1.98B2.1%+158.3%0.075%
5/14/2024Guardian Capital LP246,510$42.27M1.5%+1.0%0.002%
5/14/2024Biltmore Family Office LLC836,632$143.47M28.3%+2.4%0.005%
5/14/2024Westwood Holdings Group Inc.761,774$130.63M1.0%+2.4%0.005%
5/14/2024JT Stratford LLC49,725$8.53M1.7%+3.2%0.000%
5/14/2024Capital World Investors19,036,071$3.26B0.5%-8.0%0.124%
5/14/2024Capital Research Global Investors31,777,292$5.45B1.2%+0.2%0.207%
5/14/2024Capital International Sarl195,471$33.52M1.1%+22.6%0.001%
5/14/2024Toronto Dominion Bank10,470,555$1.80B2.8%+3.0%0.068%
5/14/2024Capital International Ltd. CA108,711$18.64M0.9%+47.0%0.001%
5/14/2024Capital International Inc. CA 493,476$84.62M1.1%+16.9%0.003%
5/14/2024Capital International Investors37,146,325$6.37B1.3%+7.1%0.242%
5/14/2024Capital Group Private Client Services Inc.1,235,511$211.87M2.2%-17.2%0.008%
5/14/2024Capital Group Investment Management PTE. LTD.34,284$5.88M1.1%-39.6%0.000%
5/14/2024Atalanta Sosnoff Capital LLC1,355,542$232.45M5.4%-2.3%0.009%
5/14/2024Sheaff Brock Investment Advisors LLC777,515$133.33M8.4%-1.9%0.005%
5/14/2024Cadence Bank195,726$33.56M2.4%+0.8%0.001%
5/14/2024Stamos Capital Partners L.P.14,780$2.53M0.6%-4.0%0.000%
5/14/2024Rodgers Brothers Inc.40,417$6.93M0.9%+10.7%0.000%
5/14/2024First Commonwealth Financial Corp PA 75,860$13.01M3.5%+9.5%0.000%
5/14/2024Advisors Asset Management Inc.513,952$88.13M1.7%-0.1%0.003%
5/14/2024EP Wealth Advisors LLC1,832,875$314.30M3.7%+2.6%0.012%
5/14/2024Wellington Wealth Strategies LLC.29,128$5.00M2.4%N/A0.000%
5/14/2024Element Pointe Advisors LLC19,784$3.39M0.8%-2.4%0.000%
5/14/2024Freestone Capital Holdings LLC373,893$64.12M2.4%-8.3%0.002%
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5/14/2024Covington Investment Advisors Inc.143,446$24.60M4.2%+0.1%0.001%
5/14/2024CreativeOne Wealth LLC154,434$26.48M1.1%+58.6%0.001%
5/14/2024Delap Wealth Advisory LLC45,669$7.83M3.2%+145.5%0.000%
5/14/2024EntryPoint Capital LLC1,822$312K0.3%+417.6%0.000%
5/14/2024Vident Advisory LLC285,925$49.03M1.0%+26.3%0.002%
5/14/2024Sculati Wealth Management LLC61,328$10.52M4.5%-0.2%0.000%
5/14/2024Forte Capital LLC ADV261,254$44.80M5.5%-2.4%0.002%
5/14/2024Fayez Sarofim & Co15,775,466$2.71B8.1%-1.3%0.103%
5/14/2024MayTech Global Investments LLC182,115$31.23M5.1%+9.5%0.001%
5/14/2024LGT Group Foundation1,212,244$207.88M4.8%-18.1%0.008%
5/14/2024Shell Asset Management Co.621,767$106.62M4.7%-7.8%0.004%
5/14/2024TFO Wealth Partners LLC366$63K0.0%-99.7%0.000%
5/14/2024Sentinel Pension Advisors Inc.29,641$5.08M1.1%-1.5%0.000%
5/14/2024Northwest Wealth Management LLC45,135$7.74M2.1%+15.5%0.000%
5/14/2024Mattern Wealth Management LLC115,394$19.79M4.8%-0.6%0.001%
5/14/2024Mattern Capital Management LLC87,097$14.94M2.0%+0.7%0.001%
5/14/2024Kraft Asset Management LLC1,447$248K0.2%+20.1%0.000%
5/14/2024Payden & Rygel Investment Group90,100$15.45M0.7%N/A0.001%
5/14/2024Crewe Advisors LLC77,899$13.36M1.6%N/A0.001%
5/14/2024Elgethun Capital Management16,349$2.79M0.7%-0.4%0.000%
5/14/2024Leelyn Smith LLC34,478$5.91M1.2%+1.0%0.000%
5/14/2024Evermay Wealth Management LLC61,621$10.57M1.6%-0.7%0.000%
5/14/2024Front Street Capital Management Inc.33,773$5.80M1.1%-0.3%0.000%
5/14/2024Titan Global Capital Management USA LLC97,174$16.66M2.6%-0.1%0.001%
5/14/2024Burns Matteson Capital Management LLC6,186$1.06M0.6%+33.8%0.000%
5/14/2024 Ossiam293,042$50.25M0.9%-60.3%0.002%
5/14/2024 Natixis4,632,987$794.47M4.1%+127.7%0.030%
5/14/2024 Tiemann Investment Advisors LLC67,266$11.54M5.2%-2.0%0.000%
5/14/2024 Pitcairn Co.161,922$27.77M1.8%-1.0%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund8,794,645$1.51B5.1%+37.0%0.057%
5/14/2024 Puzo Michael J90,199$15.47M4.3%+4.5%0.001%
5/14/2024 Owen LaRue LLC52,934$9.08M5.7%-8.4%0.000%
5/14/2024 Saturna Capital Corp2,195,775$376.53M5.2%-0.5%0.014%
5/14/2024 CANADA LIFE ASSURANCE Co12,619,483$2.17B4.4%-1.1%0.082%
5/14/2024 Oxford Financial Group LTD. LLC134,403$23.05M1.6%+0.5%0.001%
5/14/2024 American International Group Inc.4,227,105$724.86M2.6%-1.8%0.028%
5/14/2024 Vaughan David Investments LLC IL37,490$6.43M0.2%+7.9%0.000%
5/14/2024 Twin Capital Management Inc.252,534$43.31M5.4%-3.5%0.002%
5/14/2024 Lake Street Advisors Group LLC209,343$35.90M1.7%+54.6%0.001%
5/14/2024 Arjuna Capital137,393$23.56M6.7%+2.5%0.001%
5/14/2024 Greenbrier Partners Capital Management LLC1,435,993$246.24M22.7%-0.5%0.009%
5/13/2024 Financial Gravity Asset Management Inc.16,529$2.84M0.7%-91.9%0.000%
5/13/2024 Bessemer Group Inc.11,888,413$2.04B3.7%-6.5%0.078%
5/13/2024 Thornburg Investment Management Inc.9,002$1.54M0.0%+91.2%0.000%
5/13/2024 Atlanta Consulting Group Advisors LLC19,474$3.34M1.1%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC2,493,127$427.52M6.9%+328.4%0.016%
5/13/2024 Hilltop Partners LLC30,795$5.28M1.9%+6.5%0.000%
5/13/2024 Delta Asset Management LLC TN56,266$9.65M0.9%-0.7%0.000%
5/13/2024 Index Fund Advisors Inc.60,022$10.29M0.6%+0.5%0.000%
5/13/2024 Paragon Capital Management LLC96,750$16.59M8.9%-1.6%0.001%
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5/13/2024 Goepper Burkhardt LLC40,245$7.37M3.4%-2.3%0.000%
5/13/2024 UniSuper Management Pty Ltd3,889,914$667.04M6.4%+2.6%0.025%
5/13/2024 Clearbridge Investments LLC15,641,251$2.68B2.1%-6.8%0.102%
5/13/2024Cedar Wealth Management LLC8,701$1.49M0.5%+14.7%0.000%
5/13/2024 Shakespeare Wealth Management LLC10,237$1.76M0.5%-6.4%0.000%
5/13/2024 Basso Capital Management L.P.1,853$318K0.3%-49.3%0.000%
5/13/2024 Seven Eight Capital LP20,600$3.53M0.4%-42.1%0.000%
5/13/2024 Texas Capital Bank Wealth Management Services Inc120,730$20.70M2.3%+0.5%0.001%
5/13/2024 Balanced Rock Investment Advisors LLC2,158$370K0.3%+4.4%0.000%
5/13/2024 Invesco LLC53,455$9.17M3.9%+1.8%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, 4,734 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 3,715 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), CFS Investment Advisory Services LLC ($19.39M), Vanguard Group Inc. ($18.86M), Cerity Partners LLC ($17.19M), and California Public Employees Retirement System ($15.65M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 788,940,446 shares in the last 24 months. This purchase volume represents approximately $135.76B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 3,798 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 394,586,844 shares in the last 24 months. This volume of shares sold represents approximately $63.78B in transactions.


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This page (NASDAQ:AAPL) was last updated on 5/15/2024 by MarketBeat.com Staff

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