Apple Ownership | Who Owns Apple?
Apple Ownership Summary
Apple is owned by 60.45% institutional investors, 2.72% insiders, and 36.83% retail investors. Vanguard group is the largest institutional shareholder, holding 8.60% of AAPL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.02% of its assets in Apple shares.
AAPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apple | 60.45% | 2.72% | 36.83% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
| Idea | FAANG Stocks List | 59.26% | 2.78% | 37.97% |
| Idea | MAMMA Stocks List | 57.26% | 2.64% | 40.11% |
| Idea | Self Driving Car Stocks List | 42.73% | 5.19% | 52.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.32B | 8.60% | $279.07B |
| Blackrock | 1.05B | 6.82% | $221.20B |
| State street | 528.08M | 3.43% | $111.22B |
| Berkshire hathaway | 400.00M | 2.60% | $84.25B |
| Fmr | 345.64M | 2.24% | $72.80B |
| Geode capital management | 313.37M | 2.03% | $65.84B |
| Morgan stanley | 231.03M | 1.50% | $48.66B |
| Price t rowe associates inc /md/ | 228.49M | 1.48% | $48.12B |
| Jpmorgan chase | 180.79M | 1.17% | $38.08B |
| Norges bank | 177.53M | 1.15% | $37.39B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guidestone capital management | 293.58K | 100.00% | $61.83M |
| Rja asset management | 1.49M | 88.50% | $312.81M |
| H&h investment | 63.92M | 80.95% | $13.46B |
| 7g capital management | 700.00K | 68.31% | $155.46M |
| Josh arnold investment consultant | 347.83K | 61.40% | $73.26M |
| Prospect hill management | 513.82K | 59.39% | $108.22M |
| Independent investors | 1.20M | 55.25% | $251.74M |
| Hoffman, alan n investment management | 422.78K | 43.92% | $89.05M |
| Delta financial group | 446.99K | 39.48% | $94.15K |
| Bsn capital partners | 2.58M | 35.91% | $548.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 177.53M | 5.59% | 177.53M |
| Fmr | 345.64M | 4.66% | 56.66M |
| Wellington management group llp | 103.92M | 3.91% | 44.11M |
| Capital research global investors | 69.10M | 3.19% | 37.32M |
| Jpmorgan chase | 180.79M | 3.13% | 24.73M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Berkshire hathaway | 400.00M | 30.09% | -389.37M |
| State street | 528.08M | 4.86% | -60.52M |
| Global assets advisory | 56.79K | 19.05% | -9.18M |
| Legal & general group | 145.59M | 6.86% | -8.51M |
| Mirae asset global investments | 4.49M | 4.76% | -7.62M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 177.53M | 5.59% | 177.53M | $37.39B |
| Gqg partners | 11.26M | 3.59% | 11.26M | $2.37B |
| Mirae asset global etfs | 6.05M | 3.03% | 6.05M | $1.27B |
| Corebridge financial | 4.09M | 4.73% | 4.09M | $861.03M |
| William blair investment management | 3.96M | 2.19% | 3.96M | $834.37M |
Sold Out
| Holder | Change |
|---|---|
| Globeflex capital l p | -2.00 |
| Peak6 investments | -2.00 |
| Garden state investment advisory services | -2.00 |
| Richard p slaughter associates | -32.00 |
| Patriot financial group insurance agency | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 5,176 | 0.35% | 9,312,994,615 | 1.98% | 60 | 1.72% | 2,393 | 13.41% | 2,267 | -10.96% |
| Mar 31, 2024 | 5,158 | 0.96% | 9,131,736,216 | -2.08% | 59 | 1.64% | 2,110 | -4.70% | 2,546 | 4.69% |
| Dec 31, 2023 | 5,109 | 6.75% | 9,325,540,996 | 2.94% | 60 | 1.78% | 2,214 | 15.86% | 2,432 | 2.66% |
| Sep 30, 2023 | 4,786 | 1.12% | 9,058,938,268 | -2.90% | 58 | 1.64% | 1,911 | 7.97% | 2,369 | -5.09% |
| Jun 30, 2023 | 4,733 | 1.22% | 9,329,763,569 | 0.14% | 59 | 1.71% | 1,770 | -6.30% | 2,496 | 7.54% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 455.99M | 3.02% | -1.61M |
| Vanguard Institutional 500 Index Trust | 402.98M | 2.67% | 4.85M |
| Fidelity 500 Index | 186.91M | 1.24% | 9.33M |
| SPDR® S&P 500® ETF Trust | 184.35M | 1.22% | -53.18K |
| iShares Core S&P 500 ETF | 169.27M | 1.12% | 260.54K |
| Vanguard Growth Index Investor | 136.17M | 0.90% | 845.45K |
| Invesco QQQ Trust | 113.97M | 0.75% | -529.26K |
| Vanguard Institutional Index I | 96.62M | 0.64% | -40.43K |
| State St S&P 500® Indx SL Cl III | 73.71M | 0.49% | 214.00K |
| Vanguard Information Technology ETF | 63.39M | 0.42% | 289.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | LEVINSON ARTHUR D | - | Sell | $17.15M |
| Nov 19, 2024 | LEVINSON ARTHUR D | - | Sell | $11.46M |
| Nov 15, 2024 | LEVINSON ARTHUR D | - | Sell | $16.85M |
| Nov 18, 2024 | KONDO CHRIS | Principal Accounting Officer | Sell | $945.23K |
| Oct 04, 2024 | Maestri Luca | Senior Vice President, CFO | Sell | $13.43M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 18 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 11 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 15 |
AAPL Ownership FAQ
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