APPLE INC (AAPL) Institutional Ownership Changes & 13F Activity

APPLE INC (AAPL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Parnassus Endeavor Fund, Sequoia Financial Advisors, Cullen Value Fund, Lountzis Asset Management, and Torray Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024FundsmithBuy262,9591,597,544$273,946,845
Q1 2024Fundsmith Investment ServicesBuy124,297615,508$105,547,312
Q1 2024Parnassus Endeavor FundSell-85,6158,172,593$1,401,436,247
Q1 2024Torray FundSell-61,6965,641$10,585,117
Q1 2024Jensen Investment ManagementSell-14,0783,899,621$668,707,009
Q1 2024Sequoia Financial AdvisorsSell-12,9521,249,972$214,345,205
Q1 2024Greenbrier Partners Capital ManagementSell-7,6841,435,993$246,244,080
Q1 2024Cullen Value FundSell-2,878230,026$38,837,590
Q1 2024Kahn Brothers GroupBuy2,1922,492$427,000
Q1 2024Muhlenkamp & CoBuy2,17062,604$10,735,334
Q1 2024Wedgewood PartnersSell-2,110178,374$33,841,173
Q1 2024Gardner Russo & QuinnSell-1,3007,974$1,367,382
Q1 2024Eagle Capital ManagementSell-76754,760$9,390
Q1 2024Matrix Private Capital GroupSell-60416,013$2,745,984
Q1 2024Matrix Advisors Value FundBuy432139,292$23,885,792
Q1 2024Alapocas Investment PartnersBuy16972,686$12,464,183
Q1 2024Giverny CapitalSell-15410,027$1,719,430
Q1 2024Dodge & Cox Stock FundSell-10024,356$4,176,567
Q4 2023Berkshire HathawaySell-10,000,382905,560,000$174,347,466,800
Q4 2023Renaissance Technologies LLCSell-1,941,5102,260,097$435,137
Q4 2023H&H International InvestmentSell-1,296,88059,723,071$11,498,482,860
Q4 2023Sequoia Financial AdvisorsBuy443,4621,262,924$243,150,749
Q4 2023Mairs & Power Growth FundBuy434,396584,900$112,610,761
Q4 2023Cullen Value FundBuy232,904232,904$44,841,097
Q4 2023Jensen Investment ManagementSell-90,1533,913,699$753,504,468
Q4 2023Parnassus Endeavor FundBuy25,0978,258,208$1,589,952,786
Q4 2023Greenbrier Partners Capital ManagementSell-5,9891,443,677$277,951,133
Q4 2023Wedgewood PartnersSell-4,805180,484$33,396,828
Q4 2023Matrix Private Capital GroupSell-4,29616,617$3,199,237
Q4 2023Giverny CapitalSell-4,16810,181$1,960,148

Frequently asked questions about AAPL activity

  • Which institutional owners are buying AAPL?

    Institutional owners buying AAPL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AAPL activity?

    "Buy" means an investor increased their reported position in AAPL compared to the prior reporting period. This reflects growing exposure to APPLE INC (AAPL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AAPL increasing?

    Institutional interest in AAPL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related AAPL Institutional Insights