Apple Inc (AAPL) Ownership

166.42 ↑0.57 (0.35%)

As of April 23, 2024, 12:36pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Apple Inc (AAPL), owning a total of 1.3 billion shares. Combined, the top 24 institutional holders of AAPL own 42.06% of the company with a total of 6.5 billion shares.

In the latest ownership report on December 31st 2023, the top 24 institutional holders increased their combined ownership of AAPL by 155.2 million shares. 14 institutions bought 187,840,959 total additional shares and increased their ownership by an average of 10.15%. However 7 institutions sold 32,619,716 total shares and decreased their ownership by an average of 2.52%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Apple increased by a net total of 155,221,243 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.536%	1.390%	1,318,064,349	18,067,216	2023-12-31
BlackRock Inc	6.750%	1.065%	1,042,391,808	10,984,255	2023-12-31
Berkshire Hathaway Inc	5.864%	-1.092%	905,560,000	-10,000,382	2023-12-31
State Street Corporation	3.795%	2.944%	586,052,057	16,760,367	2023-12-31
Geode Capital Management, LLC	1.948%	1.594%	300,822,623	4,719,553	2023-12-31
FMR Inc	1.942%	0.519%	299,871,352	1,549,626	2023-12-31
Morgan Stanley - Brokerage Accounts	1.412%	5.431%	217,961,227	11,228,267	2023-12-31
T. Rowe Price Associates, Inc.	1.365%	-2.534%	210,827,097	-5,480,781	2023-12-31
NORGES BANK	1.141%	5.238%	176,141,203	8,766,925	2023-12-31
Goldman Sachs Group Inc	1.075%	81.336%	166,010,144	74,461,792	2023-12-31
Northern Trust Corp	1.050%	-4.003%	162,115,200	-6,759,776	2023-12-31
Legal & General Group PLC	0.897%	23.749%	138,461,076	26,572,012	2023-12-31
JPMorgan Chase & Co	0.891%	4.290%	137,510,539	5,656,602	2023-12-31
Bank of New York Mellon Corp	0.770%	-4.280%	118,838,522	-5,313,736	2023-12-31
Bank of America Corp	0.725%	-2.586%	111,961,478	-2,972,561	2023-12-31
Charles Schwab Investment Management Inc	0.551%	2.253%	85,048,638	1,873,734	2023-12-31
Nuveen Asset Management, LLC	0.518%	0.331%	80,038,039	264,260	2023-12-31
UBS Asset Mgmt Americas Inc	0.486%	-1.049%	75,081,466	-795,600	2023-12-31
Royal Bank of Canada	0.406%	8.364%	62,705,488	4,839,990	2023-12-31
Wellington Management Company LLP	0.393%	3.580%	60,651,275	2,096,360	2023-12-31
H&H International Investment, LLC	0.387%	-2.125%	59,723,071	-1,296,880	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.536%	1.390%	1,318,064,349	18,067,216	2023-12-31
BlackRock Inc	6.750%	1.065%	1,042,391,808	10,984,255	2023-12-31
Berkshire Hathaway Inc	5.864%	-1.092%	905,560,000	-10,000,382	2023-12-31
State Street Corporation	3.795%	2.944%	586,052,057	16,760,367	2023-12-31
Geode Capital Management, LLC	1.948%	1.594%	300,822,623	4,719,553	2023-12-31
FMR Inc	1.942%	0.519%	299,871,352	1,549,626	2023-12-31
Morgan Stanley - Brokerage Accounts	1.412%	5.431%	217,961,227	11,228,267	2023-12-31
T. Rowe Price Associates, Inc.	1.365%	-2.534%	210,827,097	-5,480,781	2023-12-31
NORGES BANK	1.141%	5.238%	176,141,203	8,766,925	2023-12-31
Goldman Sachs Group Inc	1.075%	81.336%	166,010,144	74,461,792	2023-12-31
Northern Trust Corp	1.050%	-4.003%	162,115,200	-6,759,776	2023-12-31
Legal & General Group PLC	0.897%	23.749%	138,461,076	26,572,012	2023-12-31
JPMorgan Chase & Co	0.891%	4.290%	137,510,539	5,656,602	2023-12-31
Bank of New York Mellon Corp	0.770%	-4.280%	118,838,522	-5,313,736	2023-12-31
Bank of America Corp	0.725%	-2.586%	111,961,478	-2,972,561	2023-12-31
Charles Schwab Investment Management Inc	0.551%	2.253%	85,048,638	1,873,734	2023-12-31
Nuveen Asset Management, LLC	0.518%	0.331%	80,038,039	264,260	2023-12-31
UBS Asset Mgmt Americas Inc	0.486%	-1.049%	75,081,466	-795,600	2023-12-31
Swiss National Bank	0.401%	-3.342%	63,133,068	-2,182,800	2023-03-31
Royal Bank of Canada	0.406%	8.364%	62,705,488	4,839,990	2023-12-31
Wellington Management Company LLP	0.393%	3.580%	60,651,275	2,096,360	2023-12-31
H&H International Investment, LLC	0.387%	-2.125%	59,723,071	-1,296,880	2023-12-31
Wells Fargo & Co	0.385%	-5.462%	59,414,422	-3,432,521	2023-09-30
Fisher Asset Management, LLC	0.372%	-9.888%	59,176,198	-6,493,537	2022-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Apple Inc (AAPL), owning a total of 465.4 million shares. Combined, the top 32 mutual fund holders of AAPL own 25.29% of the company with a total of 3.9 billion shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of AAPL by 2.1 million shares. 1 funds bought 507,952 total additional shares and increased their ownership by an average of 0.69%. However 4 funds sold 2,613,891 total shares and decreased their ownership by an average of 0.81%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Apple decreased by a net total of -2,105,939 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.134%	-0.771%	175,158,625	-1,361,486	2024-03-31
Technology Select Sector SPDR® ETF	0.477%	0.695%	73,645,982	507,952	2024-03-31
State St S&P 500® Indx SL Cl III	0.457%	-0.324%	70,510,062	-229,100	2024-03-31
Blackrock Eq Idx Fund CF	0.336%	-0.773%	51,858,721	-403,853	2024-03-31
Russell 1000 Index Fund	0.285%	-1.389%	43,973,019	-619,452	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.992%	1.250%	465,367,389	5,744,189	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.001%	-0.224%	463,362,688	-1,038,897	2024-02-29
Performer (AFRIS)	2.835%	0.000%	437,769,859	437,769,859	2024-02-29
Vanguard Institutional 500 Index Trust	2.364%	1.030%	365,015,308	3,722,221	2024-02-29
Vanguard 500 Index Investor	2.278%	0.564%	356,075,787	1,997,546	2023-08-31
Fidelity 500 Index	1.136%	1.017%	175,339,241	1,764,359	2024-02-29
SPDR® S&P 500 ETF Trust	1.134%	-0.771%	175,158,625	-1,361,486	2024-03-31
Fidelity® 500 Index	1.101%	0.640%	171,251,755	1,089,802	2023-11-30
iShares Core S&P 500 ETF	0.974%	0.741%	150,470,054	1,106,048	2024-03-28
Vanguard Growth Index Investor	0.889%	0.866%	137,329,917	1,179,574	2024-02-29
Invesco QQQ Trust	0.726%	0.120%	112,066,315	134,414	2024-03-28
Vanguard Institutional Index I	0.624%	-0.399%	96,307,720	-386,112	2024-02-29
Technology Select Sector SPDR® ETF	0.477%	0.695%	73,645,982	507,952	2024-03-31
State St S&P 500® Indx SL Cl III	0.457%	-0.324%	70,510,062	-229,100	2024-03-31
Vanguard Information Technology ETF	0.448%	-12.518%	69,130,925	-9,891,749	2024-02-29
Blackrock Eq Idx Fund CF	0.336%	-0.773%	51,858,721	-403,853	2024-03-31
iShares Russell 1000 Growth ETF	0.320%	0.000%	49,411,266	0	2024-03-28
Blackrock Russ 1000 Eq Idx Composite	0.291%	0.000%	44,996,595	44,996,595	2023-12-31
Russell 1000 Index Fund	0.285%	-1.389%	43,973,019	-619,452	2024-03-31
T. Rowe Price US Large-Cap Core Grwth Eq	0.249%	-5.251%	39,650,821	-2,197,350	2022-09-30
Fidelity Growth Compy Commingled Pl O	0.224%	0.000%	34,573,568	0	2024-02-29
Fidelity Growth Compy Commingled Pl 3	0.215%	0.000%	33,683,220	0	2023-07-31
JPMorgan Large Cap Growth I	0.215%	0.000%	33,570,933	0	2023-07-31
AF High Growth (AFRIS)	0.216%	0.000%	33,312,580	33,312,580	2024-02-29
NT S&P 500 Index Fund - NL	0.203%	-2.898%	31,391,597	-936,901	2023-12-31
Fidelity® Growth Company	0.199%	0.000%	30,944,435	0	2023-11-30
Fidelity Growth Company Fund	0.196%	0.000%	30,221,841	0	2024-02-29
Schwab® S&P 500 Index	0.193%	1.034%	29,870,894	305,697	2024-02-29
T. Rowe Price Blue Chip Growth	0.186%	-4.776%	28,721,306	-1,440,405	2023-12-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.186%	-4.776%	28,721,306	-1,440,405	2023-12-31
iShares Core S&P 500 ETF USD Acc	0.177%	-0.051%	27,347,867	-14,056	2024-01-31
Fidelity® Contrafund®	0.168%	-1.170%	26,150,615	-309,600	2023-10-31