Apple Inc (AAPL) Ownership

157.65 ↓0.63 (-0.40%)

As of Market Close on March 28th, 2023.

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 23 institutional holders of AAPL own 39.90% of the company with a total of 6.3 billion shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders increased their combined ownership of AAPL by 29.1 million shares. 6 institutions bought 43,389,553 total additional shares and increased their ownership by an average of 3.61%. However 5 institutions sold 14,245,950 total shares and decreased their ownership by an average of 2.18%.

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 29,143,603 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	8.079%	0.462%	1,278,250,538	5,871,637	2022-12-31
BlackRock Inc	6.505%	0.879%	1,029,208,322	8,963,137	2022-12-31
Berkshire Hathaway Inc	5.658%	0.037%	895,136,175	333,856	2022-12-31
State Street Corporation	3.709%	-0.792%	586,857,405	-4,686,469	2022-12-31
T. Rowe Price Associates, Inc.	1.430%	0.631%	226,281,368	1,417,827	2022-12-31
Northern Trust Corp	1.102%	-1.027%	174,276,229	-1,808,633	2022-12-31
NORGES BANK	1.058%	17.806%	167,374,278	25,297,875	2022-12-31
Bank of New York Mellon Corp	0.844%	-2.064%	133,488,971	-2,813,900	2022-12-31
Charles Schwab Investment Management Inc	0.519%	1.869%	82,045,286	1,505,221	2022-12-31
Goldman Sachs Group Inc	0.517%	-0.135%	81,747,748	-110,208	2022-12-31
Swiss National Bank	0.413%	-6.881%	65,315,868	-4,826,740	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.079%	0.462%	1,278,250,538	5,871,637	2022-12-31
BlackRock Inc	6.505%	0.879%	1,029,208,322	8,963,137	2022-12-31
Berkshire Hathaway Inc	5.658%	0.037%	895,136,175	333,856	2022-12-31
State Street Corporation	3.709%	-0.792%	586,857,405	-4,686,469	2022-12-31
FMR Inc	2.218%	1.912%	350,900,116	6,582,142	2022-09-30
Geode Capital Management, LLC	1.768%	0.540%	279,758,518	1,502,326	2022-09-30
T. Rowe Price Associates, Inc.	1.430%	0.631%	226,281,368	1,417,827	2022-12-31
Morgan Stanley - Brokerage Accounts	1.155%	0.153%	182,728,771	278,206	2022-09-30
Northern Trust Corp	1.102%	-1.027%	174,276,229	-1,808,633	2022-12-31
NORGES BANK	1.058%	17.806%	167,374,278	25,297,875	2022-12-31
Bank of America Corp	0.899%	-4.609%	142,260,591	-6,873,324	2022-09-30
Bank of New York Mellon Corp	0.844%	-2.064%	133,488,971	-2,813,900	2022-12-31
JPMorgan Chase & Co	0.781%	-2.353%	123,624,457	-2,978,818	2022-09-30
Legal & General Group PLC	0.748%	-4.168%	118,384,960	-5,149,433	2022-09-30
Nuveen Asset Management, LLC	0.523%	-0.273%	82,710,223	-226,754	2022-09-30
Charles Schwab Investment Management Inc	0.519%	1.869%	82,045,286	1,505,221	2022-12-31
Goldman Sachs Group Inc	0.517%	-0.135%	81,747,748	-110,208	2022-12-31
UBS Asset Mgmt Americas Inc	0.427%	-16.043%	67,558,044	-12,908,999	2022-09-30
Wellington Management Company LLP	0.425%	1.280%	67,208,273	849,452	2022-09-30
Swiss National Bank	0.413%	-6.881%	65,315,868	-4,826,740	2022-12-31
Wells Fargo & Co	0.399%	-2.454%	63,176,682	-1,589,486	2022-09-30
Fisher Asset Management, LLC	0.372%	-9.888%	59,176,198	-6,493,537	2022-09-30
Royal Bank of Canada	0.356%	-6.487%	56,604,627	-3,926,313	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Apple Inc (AAPL), owning a total of 465 million shares. Combined, the top 21 mutual fund holders of AAPL own 16.79% of the company with a total of 2.7 billion shares.

In the latest ownership report on February 28th 2023, the top 21 fund holders increased their combined ownership of AAPL by 3.7 million shares. 5 funds bought 3,977,057 total additional shares and increased their ownership by an average of 0.38%. However 5 funds sold 288,327 total shares and decreased their ownership by an average of 0.06%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Apple increased by a net total of 3,688,730 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.939%	0.395%	464,990,721	1,830,838	2023-02-28
Vanguard 500 Index Investor	2.196%	0.267%	347,403,799	925,814	2023-02-28
SPDR® S&P 500 ETF Trust	1.021%	-0.066%	161,504,709	-106,788	2023-02-28
iShares Core S&P 500 ETF	0.844%	0.000%	133,463,881	0	2023-02-28
Vanguard Growth Index Investor	0.815%	0.572%	128,930,510	732,955	2023-02-28
Invesco QQQ Trust	0.813%	0.028%	128,677,736	36,150	2023-02-28
Vanguard Institutional Index I	0.657%	-0.070%	103,965,768	-72,481	2023-02-28
Vanguard Information Technology ETF	0.469%	-0.006%	74,235,724	-4,548	2023-02-28
State St S&P 500® Indx SL Cl III	0.439%	0.653%	69,526,742	451,300	2023-02-28
Technology Select Sector SPDR® ETF	0.391%	-0.154%	61,788,810	-95,106	2023-02-28
iShares Russell 1000 Growth ETF	0.305%	-0.020%	48,244,768	-9,404	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.939%	0.395%	464,990,721	1,830,838	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.905%	0.828%	459,623,200	3,775,499	2022-12-31
Vanguard 500 Index Investor	2.196%	0.267%	347,403,799	925,814	2023-02-28
Fidelity® 500 Index	1.034%	-0.132%	163,632,056	-216,688	2023-01-31
SPDR® S&P 500 ETF Trust	1.021%	-0.066%	161,504,709	-106,788	2023-02-28
iShares Core S&P 500 ETF	0.844%	0.000%	133,463,881	0	2023-02-28
Vanguard Growth Index Investor	0.815%	0.572%	128,930,510	732,955	2023-02-28
Invesco QQQ Trust	0.813%	0.028%	128,677,736	36,150	2023-02-28
Vanguard Institutional Index I	0.657%	-0.070%	103,965,768	-72,481	2023-02-28
Vanguard Information Technology ETF	0.469%	-0.006%	74,235,724	-4,548	2023-02-28
State St S&P 500® Indx SL Cl III	0.439%	0.653%	69,526,742	451,300	2023-02-28
Technology Select Sector SPDR® ETF	0.391%	-0.154%	61,788,810	-95,106	2023-02-28
Blackrock Eq Idx Fund CF	0.326%	8.846%	51,545,974	4,189,111	2022-12-31
iShares Russell 1000 Growth ETF	0.305%	-0.020%	48,244,768	-9,404	2023-02-28
Russell 1000 Index Fund	0.282%	-0.753%	44,577,447	-338,090	2022-06-30
T. Rowe Price US Large-Cap Core Grwth Eq	0.249%	-5.251%	39,650,821	-2,197,350	2022-09-30
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.240%	-4.211%	37,981,079	-1,669,742	2022-12-31
T. Rowe Price Blue Chip Growth	0.240%	-4.211%	37,981,079	-1,669,742	2022-12-31
Fidelity Growth Compy Commingled Pl 3	0.213%	0.000%	33,683,220	0	2023-01-31
Fidelity® Growth Company	0.209%	-0.436%	33,108,224	-145,000	2023-01-31
NT S&P 500 Index Fund - NL	0.208%	-2.412%	32,867,459	-812,439	2022-12-31