Apple Inc (AAPL) Ownership

229.86 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm 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 28 institutional holders of AAPL own 45.74% of the company with a total of 6.9 billion shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders decreased their combined ownership of AAPL by 112.4 million shares. 11 institutions bought 277,847,923 total additional shares and increased their ownership by an average of 1,856.29%. However 8 institutions sold 390,297,121 total shares and decreased their ownership by an average of 15.66%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Apple decreased by a net total of -112,449,198 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	8.909%	1.634%	1,346,616,669	21,646,442	2024-09-30
BlackRock Inc	7.235%	4.133%	1,093,618,174	43,402,422	2024-09-30
State Street Corp	3.864%	10.592%	584,010,284	55,935,105	2024-09-30
FMR Inc	2.407%	5.273%	363,859,362	18,224,005	2024-09-30
Geode Capital Management, LLC	2.209%	6.537%	333,857,500	20,483,787	2024-09-30
Berkshire Hathaway Inc	1.985%	-25.000%	300,000,000	-100,000,000	2024-09-30
T. Rowe Price Associates, Inc.	1.559%	3.104%	235,581,369	7,092,591	2024-09-30
Morgan Stanley - Brokerage Accounts	1.531%	-49.908%	231,460,925	-230,605,955	2024-09-30
JPMorgan Chase & Co	1.183%	-1.094%	178,809,389	-1,977,742	2024-09-30
Legal & General Group PLC	1.026%	6.475%	155,016,460	9,426,269	2024-09-30
Northern Trust Corp	1.001%	-1.081%	151,306,059	-1,653,534	2024-09-30
Bank of New York Mellon Corp	0.726%	-2.421%	109,672,738	-2,720,923	2024-09-30
Wellington Management Company LLP	0.638%	-7.240%	96,394,516	-7,523,962	2024-09-30
Charles Schwab Investment Management Inc	0.628%	6.619%	94,942,731	5,893,741	2024-09-30
International Assets Investment Management, LLC	0.624%	20,372.700%	94,347,510	93,886,664	2024-09-30
UBS Asset Mgmt Americas Inc	0.606%	1.939%	91,568,390	1,742,087	2024-09-30
Goldman Sachs Group Inc	0.572%	-4.483%	86,514,737	-4,060,063	2024-09-30
Nuveen Asset Management, LLC	0.546%	0.139%	82,544,919	114,810	2024-09-30
Bank of America Corp	0.535%	-34.045%	80,893,112	-41,754,942	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.909%	1.634%	1,346,616,669	21,646,442	2024-09-30
BlackRock Inc	7.235%	4.133%	1,093,618,174	43,402,422	2024-09-30
State Street Corporation	3.871%	0.433%	588,590,779	2,538,722	2024-03-31
State Street Corp	3.864%	10.592%	584,010,284	55,935,105	2024-09-30
FMR Inc	2.407%	5.273%	363,859,362	18,224,005	2024-09-30
Geode Capital Management, LLC	2.209%	6.537%	333,857,500	20,483,787	2024-09-30
Berkshire Hathaway Inc	1.985%	-25.000%	300,000,000	-100,000,000	2024-09-30
T. Rowe Price Associates, Inc.	1.559%	3.104%	235,581,369	7,092,591	2024-09-30
Morgan Stanley - Brokerage Accounts	1.531%	-49.908%	231,460,925	-230,605,955	2024-09-30
JPMorgan Chase & Co	1.183%	-1.094%	178,809,389	-1,977,742	2024-09-30
NORGES BANK	1.175%	0.791%	177,534,454	1,393,251	2024-06-30
Legal & General Group PLC	1.026%	6.475%	155,016,460	9,426,269	2024-09-30
Northern Trust Corp	1.001%	-1.081%	151,306,059	-1,653,534	2024-09-30
Bank of New York Mellon Corp	0.726%	-2.421%	109,672,738	-2,720,923	2024-09-30
Wellington Management Company LLP	0.638%	-7.240%	96,394,516	-7,523,962	2024-09-30
Charles Schwab Investment Management Inc	0.628%	6.619%	94,942,731	5,893,741	2024-09-30
International Assets Investment Management, LLC	0.624%	20,372.700%	94,347,510	93,886,664	2024-09-30
UBS Asset Mgmt Americas Inc	0.606%	1.939%	91,568,390	1,742,087	2024-09-30
Goldman Sachs Group Inc	0.572%	-4.483%	86,514,737	-4,060,063	2024-09-30
Nuveen Asset Management, LLC	0.546%	0.139%	82,544,919	114,810	2024-09-30
Bank of America Corp	0.535%	-34.045%	80,893,112	-41,754,942	2024-09-30
Barclays PLC	0.472%	31.370%	71,700,213	17,121,486	2024-03-31
Capital Research Global Investors	0.455%	117.436%	69,095,342	37,318,050	2024-06-30
H&H International Investment, LLC	0.425%	8.138%	64,583,093	4,860,022	2024-03-31
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
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 Total Stock Mkt Idx Inv is the biggest individual fund holder of Apple Inc (AAPL), owning a total of 473.9 million shares. Combined, the top 38 mutual fund holders of AAPL own 28.93% of the company with a total of 4.4 billion shares.

In the latest ownership report on December 31st 2024, the top 38 fund holders increased their combined ownership of AAPL by 37.2 million shares. 9 funds bought 40,564,957 total additional shares and increased their ownership by an average of 2.19%. However 6 funds sold 3,360,874 total shares and decreased their ownership by an average of 0.87%.

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 37,204,083 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	3.135%	4.370%	473,862,940	19,839,097	2024-12-31
Vanguard Institutional 500 Index Trust	2.708%	0.138%	409,358,272	564,051	2024-12-31
SPDR® S&P 500® ETF Trust	1.257%	1.169%	190,052,772	2,195,583	2024-12-31
iShares Core S&P 500 ETF	1.174%	0.070%	177,489,633	124,754	2024-12-31
Vanguard Growth Index Investor	1.008%	11.317%	152,389,527	15,492,874	2024-12-31
Invesco QQQ Trust	0.824%	1.069%	124,587,040	1,318,284	2024-12-31
Vanguard Institutional Index I	0.631%	-0.877%	95,397,328	-843,973	2024-12-31
State St S&P 500® Indx SL Cl III	0.480%	-1.450%	72,601,766	-1,068,251	2024-12-31
Vanguard Information Technology ETF	0.450%	1.469%	67,990,581	984,400	2024-12-31
Blackrock Eq Idx Fund CF	0.376%	-1.349%	56,769,608	-776,204	2024-12-31
iShares Russell 1000 Growth ETF	0.342%	0.057%	51,756,198	29,274	2024-12-31
The Technology Select Sector SPDR® ETF	0.296%	-0.160%	44,794,398	-71,720	2024-12-31
Russell 1000 Index Fund	0.291%	-1.283%	44,017,897	-572,224	2024-12-31
iShares Core S&P 500 ETF USD Acc	0.222%	0.050%	33,539,284	16,640	2024-12-31
Schwab® S&P 500 Index	0.218%	-0.086%	32,947,697	-28,502	2024-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.135%	4.370%	473,862,940	19,839,097	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.992%	1.250%	465,367,389	5,744,189	2023-03-31
Performer (AFRIS)	2.879%	0.000%	437,769,859	437,769,859	2024-02-29
Vanguard Institutional 500 Index Trust	2.708%	0.138%	409,358,272	564,051	2024-12-31
Vanguard 500 Index Investor	2.278%	0.564%	356,075,787	1,997,546	2023-08-31
SPDR® S&P 500® ETF Trust	1.257%	1.169%	190,052,772	2,195,583	2024-12-31
Fidelity 500 Index	1.243%	0.684%	187,875,400	1,276,562	2024-11-30
iShares Core S&P 500 ETF	1.174%	0.070%	177,489,633	124,754	2024-12-31
SPDR® S&P 500 ETF Trust	1.131%	0.700%	173,446,652	1,205,680	2024-05-30
Fidelity® 500 Index	1.101%	0.640%	171,251,755	1,089,802	2023-11-30
Vanguard Growth Index Investor	1.008%	11.317%	152,389,527	15,492,874	2024-12-31
Invesco QQQ Trust	0.824%	1.069%	124,587,040	1,318,284	2024-12-31
Vanguard Institutional Index I	0.631%	-0.877%	95,397,328	-843,973	2024-12-31
Technology Select Sector SPDR® ETF	0.477%	0.113%	73,123,207	82,425	2024-05-30
State St S&P 500® Indx SL Cl III	0.480%	-1.450%	72,601,766	-1,068,251	2024-12-31
Vanguard Information Technology ETF	0.450%	1.469%	67,990,581	984,400	2024-12-31
Blackrock Eq Idx Fund CF	0.376%	-1.349%	56,769,608	-776,204	2024-12-31
iShares Russell 1000 Growth ETF	0.342%	0.057%	51,756,198	29,274	2024-12-31
Blackrock Russ 1000 Eq Idx Composite	0.299%	2.151%	45,164,357	951,090	2024-09-30
The Technology Select Sector SPDR® ETF	0.296%	-0.160%	44,794,398	-71,720	2024-12-31
Russell 1000 Index Fund	0.291%	-1.283%	44,017,897	-572,224	2024-12-31
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	0.241%	0.470%	36,675,198	171,700	2024-08-31
Fidelity Growth Compy Commingled Pl S	0.234%	-3.840%	35,427,666	-1,414,616	2024-11-30
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
iShares Core S&P 500 ETF USD Acc	0.222%	0.050%	33,539,284	16,640	2024-12-31
AF High Growth (AFRIS)	0.219%	0.000%	33,312,580	33,312,580	2024-02-29
Fidelity Blue Chip Growth	0.219%	-1.743%	33,053,745	-586,300	2024-11-30
Schwab® S&P 500 Index	0.218%	-0.086%	32,947,697	-28,502	2024-12-31
Fidelity® Growth Company	0.199%	0.000%	30,944,435	0	2023-11-30
NT S&P 500 Index Fund - NL	0.200%	-2.159%	30,713,936	-677,661	2024-03-31
Fidelity Growth Company Fund	0.198%	-0.112%	29,979,382	-33,619	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.198%	6.131%	29,887,753	1,726,645	2024-09-30
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 S&P 500 Growth ETF	0.189%	-0.079%	28,699,758	-22,707	2024-08-30
Fidelity® Contrafund®	0.168%	-1.170%	26,150,615	-309,600	2023-10-31