• APPLE INC Ownership Breakdown

  • Ownership Breakdown: AAPL

    as of 3:00 AM EDT
    Large Block Holder Type Number  
    Institutions 1,546
     
    Total Number of Shares Held
    881.62 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 3,049
    Other Major 16
    Total Number of Large Block Holders 4,611
  • Top 10 Institutional Holders: AAPL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Fidelity Management & Research 44.32 M 8.78 B 1.17% 5.03% Low
    Barclays Global Investors, N.A. 28.59 M 5.66 B 0.75% 3.24% Low
    State Street Global Advisors (US) 28.35 M 5.61 B 0.97% 3.22% Low
    AllianceBernstein L.P. 25.1 M 4.97 B 1.24% 2.85% Low
    Vanguard Group, Inc. 26.68 M 3.83 B 0.70% 3.03% Low
    Marsico Capital Management, L.L.C. 18.75 M 3.71 B 3.98% 2.13% Medium
    Janus Capital Management LLC 12.36 M 2.45 B 2.45% 1.40% Low
    T. Rowe Price Associates, Inc. 11.58 M 2.29 B 0.85% 1.31% Low
    TIAA-CREF 9.51 M 1.88 B 0.97% 1.08% Low
    Nasdaq-100 Trust (QQQ) 13.51 M 1.26 B 7.52% 1.53%

    Total % of Shares Owned by:

    Top 10 Holders
    24.81%
    Top 25 Holders
    35.37%
    Top 50 Holders
    45.31%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: AAPL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Vanguard 500 Index Fund 8.29 M 1.64 B 1.35% 0.94% Low
    American Funds Growth Fund of America 11.38 M 1.63 B 1.11% 1.29% Low
    Fidelity Contrafund 13 M 1.62 B 2.44% 1.47% Medium
    Vanguard Total Stock Market Index Fund 5.74 M 1.14 B 1.08% 0.65% Low
    Vanguard Institutional Index Fund 4.86 M 963.02 M 1.35% 0.55% Low
    SPDR Trust Series 1 5.53 M 962.75 M 1.27% 0.63% Low
    CREF Stock Account 5.88 M 902.58 M 0.66% 0.67% Low
    Statens Pensjonsfond Utland 3.7 M 732.43 M 0.43% 0.42% Low
    Janus Twenty Fund 4.19 M 567.24 M 5.40% 0.48% Low
    Calamos Growth Fund 3.9 M 559.65 M 4.24% 0.44% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    7.54%
    Top 25 Holders
    10.98%
    Top 50 Holders
    13.95%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: AAPL

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Jobs (Steven P) 5.55 M 750.77 M 0.63% Low
    BNP Paribas Arbitrage SA 1.28 M 183.74 M 0.15% High
    KBC Group NV 249,579 49.44 M 0.03% Medium
    Levinson (Arthur D) 255,015 34.52 M 0.03% Low
    Johnson (Ronald B) 232,461 33.36 M 0.03% Low
    Fadell (Tony) 67,899 9.74 M 0.01% High
    York (Jerome B) 40,000 5.41 M 0.00% Low
    Jess S. Morgan & Company, Inc 25,627 3.68 M 0.00% Low
    Drexler (Millard S) 20,000 2.71 M 0.00% Medium
    Community Bank System, Inc. 15,600 2.24 M 0.00% Low

    Total % of Shares Owned by:

    Top 10 Holders
    0.88%
    Top 25 Holders
    0.88%
    Top 50 Holders
    0.88%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.