Apple Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BVL:AAPL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Nov 24	SellUS$45,464,500	Arthur Levinson	Individual	200,000	US$229.28
18 Nov 24	SellUS$945,233	Chris Kondo	Individual	4,130	US$228.87
15 Aug 24	SellUS$1,958,850	Chris Kondo	Individual	8,706	US$225.00
09 Aug 24	SellUS$1,121,037	Chris Kondo	Individual	5,178	US$216.50
05 Aug 24	SellUS$20,643,512	Katherine Adams	Individual	100,000	US$207.05
30 May 24	SellUS$14,368,500	Arthur Levinson	Individual	75,000	US$191.58
15 May 24	SellUS$951,785	Chris Kondo	Individual	4,999	US$190.40
29 Feb 24	SellUS$18,094,000	Arthur Levinson	Individual	100,000	US$180.94

Insider Trading Volume

Insider Buying: AAPL insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AAPL?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	15,708	0.000104%
Individual Insiders	9,092,931	0.0602%
State or Government	15,275,680	0.101%
Public Companies	300,000,000	1.98%
General Public	5,641,523,092	37.3%
Institutions	9,149,915,589	60.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 40.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.91%	The Vanguard Group, Inc.	1,346,616,669	US$342.7b	1.63%	4.93%
7.23%	BlackRock, Inc.	1,093,618,174	US$278.3b	4.13%	4.35%
3.86%	State Street Global Advisors, Inc.	584,010,284	US$148.6b	10.6%	5.37%
2.21%	Geode Capital Management, LLC	333,857,500	US$85.0b	6.54%	5.83%
2.19%	FMR LLC	331,733,193	US$84.4b	4.91%	4.88%
1.98%	Berkshire Hathaway Inc.	300,000,000	US$76.3b	-25%	no data
1.61%	T. Rowe Price Group, Inc.	243,349,784	US$61.9b	2.78%	5.3%
1.17%	Norges Bank Investment Management	177,534,454	US$45.2b	0%	3.57%
1.15%	Capital Research and Management Company	174,502,875	US$44.4b	4.29%	2.07%
1.03%	Legal & General Investment Management Limited	155,016,460	US$39.4b	6.47%	6.93%
1%	Northern Trust Global Investments	151,306,059	US$38.5b	-1.08%	5.73%
1%	UBS Asset Management AG	150,731,685	US$38.4b	3.08%	3.69%
0.9%	Morgan Stanley, Investment Banking and Brokerage Investments	135,392,592	US$34.5b	-0.93%	3.89%
0.84%	JP Morgan Asset Management	126,867,380	US$32.3b	-3.71%	3.55%
0.72%	BNY Asset Management	108,183,851	US$27.5b	-2.55%	5.24%
0.64%	Wellington Management Group LLP	96,394,516	US$24.5b	-7.24%	3.78%
0.63%	Charles Schwab Investment Management, Inc.	94,971,064	US$24.2b	6.62%	3.91%
0.61%	Eaton Vance Management	92,667,195	US$23.6b	1.34%	5.32%
0.52%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	78,095,630	US$19.9b	0.28%	4.71%
0.51%	Goldman Sachs Asset Management, L.P.	77,264,540	US$19.7b	-0.48%	5.1%
0.39%	Fisher Asset Management, LLC	58,615,053	US$14.9b	1.93%	5.94%
0.37%	Amundi Asset Management SAS	56,083,046	US$14.3b	4.61%	2.88%
0.35%	H&H International Investment, LLC	52,769,155	US$13.4b	-17.5%	76.63%
0.35%	Dimensional Fund Advisors LP	52,617,003	US$13.4b	-0.69%	2.04%
0.32%	Columbia Management Investment Advisers, LLC	48,761,733	US$12.4b	-5.8%	2.73%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 11:04
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/28
Annual Earnings	2024/09/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Apple Inc. is covered by 98 analysts. 39 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Per Anders Lindberg	ABG Sundal Collier
Mark Rosen	Accountability Research Corporation
Edward Zabitsky	ACI Research