Apple Ownership
| AAPL Stock | USD 239.36 1.10 0.46% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 15.3 B | Current Value 15.4 B | Avarage Shares Outstanding 19.1 B | Quarterly Volatility 4.6 B |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Apple |
Apple Stock Ownership Analysis
About 62.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.17. Apple Inc recorded earning per share (EPS) of 6.08. The entity last dividend was issued on the 8th of November 2024. The firm had 4:1 split on the 31st of August 2020. Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was incorporated in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in the United States and is traded on NASDAQ Exchange. It employs 164000 people. For more info on Apple Inc please contact Timothy Cook at (408) 996-1010 or go to https://www.apple.com.Besides selling stocks to institutional investors, Apple also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Apple's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Apple's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Apple Quarterly Liabilities And Stockholders Equity |
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Apple Insider Trades History
Roughly 2.0% of Apple Inc are currently held by insiders. Unlike Apple's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Apple's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Apple's insider trades
Apple Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Apple is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Apple Inc backward and forwards among themselves. Apple's institutional investor refers to the entity that pools money to purchase Apple's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-09-30 | 151.3 M | Bank Of New York Mellon Corp | 2024-09-30 | 109.7 M | Wellington Management Company Llp | 2024-09-30 | 96.4 M | Charles Schwab Investment Management Inc | 2024-09-30 | 94.9 M | International Assets Investment Management, Llc | 2024-09-30 | 94.3 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 91.6 M | Goldman Sachs Group Inc | 2024-09-30 | 86.5 M | Nuveen Asset Management, Llc | 2024-09-30 | 82.5 M | Bank Of America Corp | 2024-09-30 | 80.9 M | Vanguard Group Inc | 2024-09-30 | 1.3 B | Blackrock Inc | 2024-09-30 | 1.1 B |
Apple Inc Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Apple insiders, such as employees or executives, is commonly permitted as long as it does not rely on Apple's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Apple insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jeff Williams over a year ago Payment of 177870 shares by Jeff Williams of Apple subject to Rule 16b-3 | ||
Jeff Williams over a year ago Sale by Jeff Williams of 69785 shares of Apple | ||
Jeff Williams over a year ago Exercise or conversion by Jeff Williams of 136268 shares of Apple subject to Rule 16b-3 |
Apple's latest congressional trading
Congressional trading in companies like Apple Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Apple by those in governmental positions are based on the same information available to the general public.
| 2025-01-20 | Representative Nancy Pelosi | Acquired $10,000,001 - $25,000,000 | Verify | ||
| 2025-01-15 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2025-01-13 | Representative James Comer | Acquired Under $15K | Verify | ||
| 2025-01-08 | Senator Sheldon Whitehouse | Acquired $15K to $50K | Verify | ||
| 2025-01-07 | Senator Sheldon Whitehouse | Acquired $15K to $50K | Verify | ||
| 2024-12-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-11-22 | Representative Laurel Lee | Acquired $15K to $50K | Verify | ||
| 2024-11-21 | Representative Laurel Lee | Acquired $15K to $50K | Verify | ||
| 2024-11-15 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-11-14 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-11-11 | Representative Ro Khanna | Acquired $15K to $50K | Verify | ||
| 2024-11-07 | Representative Josh Gottheimer | Acquired $15K to $50K | Verify | ||
| 2024-11-06 | Representative Josh Gottheimer | Acquired $15K to $50K | Verify | ||
| 2024-11-05 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-11-04 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-10-25 | Representative Thomas Suozzi | Acquired $15K to $50K | Verify | ||
| 2024-10-24 | Representative Thomas R Suozzi | Acquired $15K to $50K | Verify | ||
| 2024-10-06 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-10-04 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-10-03 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-26 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-09-25 | Representative Morgan McGarvey | Acquired Under $15K | Verify | ||
| 2024-09-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-09-14 | Representative Laurel Lee | Acquired $15K to $50K | Verify | ||
| 2024-09-12 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-09-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-04 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-08-21 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-20 | Representative C Scott Franklin | Acquired Under $15K | Verify | ||
| 2024-08-16 | Representative Kathy Manning | Acquired Under $15K | Verify | ||
| 2024-08-14 | Representative Greg Landsman | Acquired Under $15K | Verify | ||
| 2024-08-05 | Representative Laurel Lee | Acquired $15K to $50K | Verify | ||
| 2024-07-22 | Representative Michael McCaul | Acquired $100K to $250K | Verify | ||
| 2024-07-09 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-07-08 | Representative Ro Khanna | Acquired $15K to $50K | Verify | ||
| 2024-06-24 | Representative Debbie Dingell | Acquired Under $15K | Verify | ||
| 2024-05-21 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
| 2024-05-12 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-04-15 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-04-14 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-03-29 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2024-03-28 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2024-02-14 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-02-13 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2024-01-26 | Senator Markwayne Mullin | Acquired $50K to $100K | Verify | ||
| 2024-01-25 | Senator Markwayne Mullin | Acquired $50K to $100K | Verify | ||
| 2024-01-17 | Senator Jerry Moran | Acquired Under $15K | Verify | ||
| 2024-01-16 | Senator Jerry Moran | Acquired Under $15K | Verify | ||
| 2024-01-12 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2024-01-11 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2023-11-01 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-31 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-10-13 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2023-06-06 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2023-04-06 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2023-04-03 | Senator Thomas R Carper | Acquired $15K to $50K | Verify | ||
| 2023-04-02 | Senator Thomas R Carper | Acquired $15K to $50K | Verify | ||
| 2022-12-08 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2022-12-01 | Representative Dan Crenshaw | Acquired Under $15K | Verify | ||
| 2022-09-23 | Representative Robert B Aderholt | Acquired Under $15K | Verify | ||
| 2022-09-06 | Representative Bob Gibbs | Acquired Under $15K | Verify | ||
| 2022-05-16 | Representative Bob Gibbs | Acquired Under $15K | Verify | ||
| 2022-04-26 | Representative Debbie Dingell | Acquired $15K to $50K | Verify | ||
| 2022-04-21 | Representative Kim Schrier | Acquired $500,001 - $1,000,000 | Verify | ||
| 2022-03-23 | Senator Ron Wyden | Acquired $50K to $100K | Verify | ||
| 2022-03-08 | Representative Billy Long | Acquired Under $15K | Verify | ||
| 2022-02-13 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2022-02-08 | Representative Marie Newman | Acquired $15K to $50K | Verify | ||
| 2022-02-03 | Representative Blake Moore | Acquired Under $15K | Verify | ||
| 2022-01-12 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2021-12-10 | Representative Debbie Dingell | Acquired $15K to $50K | Verify | ||
| 2021-12-07 | Representative Kim Schrier | Acquired $250K to $500K | Verify | ||
| 2021-11-12 | Representative Kim Schrier | Acquired $500,001 - $1,000,000 | Verify | ||
| 2021-10-04 | Senator Thomas R Carper | Acquired $15K to $50K | Verify | ||
| 2021-10-03 | Senator Thomas R Carper | Acquired $15K to $50K | Verify | ||
| 2021-09-13 | Representative David B McKinley | Acquired Under $15K | Verify | ||
| 2021-08-17 | Representative Sara Jacobs | Acquired $100K to $250K | Verify | ||
| 2021-08-14 | Representative James R Langevin | Acquired $100K to $250K | Verify | ||
| 2021-07-02 | Representative Nancy Pelosi | Acquired $100K to $250K | Verify | ||
| 2021-06-11 | Representative Marjorie Taylor Greene | Acquired $15K to $50K | Verify | ||
| 2021-04-21 | Representative Marie Newman | Acquired $15K to $50K | Verify | ||
| 2021-01-01 | Representative Donald Sternoff Beyer | Acquired Under $15K | Verify | ||
| 2020-12-10 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2020-12-02 | Representative Michael Garcia | Acquired $15K to $50K | Verify | ||
| 2020-11-16 | Representative Joe Courtney | Acquired Under $15K | Verify | ||
| 2020-11-09 | Representative Lloyd K Smucker | Acquired Under $15K | Verify | ||
| 2020-10-16 | Representative Fred Upton | Acquired Under $15K | Verify | ||
| 2020-10-13 | Senator Bill Cassidy | Acquired Under $15K | Verify | ||
| 2020-09-11 | Senator Pat Toomey | Acquired Under $15K | Verify | ||
| 2020-09-09 | Representative Bob Gibbs | Acquired Under $15K | Verify | ||
| 2020-08-13 | Representative David Trone | Acquired Under $15K | Verify | ||
| 2020-07-09 | Representative Adam B Schiff | Acquired Under $15K | Verify | ||
| 2020-07-07 | Senator Pat Roberts | Acquired $15K to $50K | Verify | ||
| 2020-05-22 | Representative Mo Brooks | Acquired Under $15K | Verify | ||
| 2020-04-06 | Representative Ed Perlmutter | Acquired Under $15K | Verify | ||
| 2020-03-08 | Representative Kim Schrier | Acquired $1,000,001 - $5,000,000 | Verify | ||
| 2020-01-29 | Representative Kim Schrier | Acquired $50K to $100K | Verify | ||
| 2020-01-24 | Representative Lloyd K Smucker | Acquired Under $15K | Verify | ||
| 2020-01-13 | Representative Alan S Lowenthal | Acquired Under $15K | Verify | ||
| 2020-01-09 | Representative Roger W Marshall | Acquired Under $15K | Verify | ||
| 2020-01-06 | Representative Bob Gibbs | Acquired $15K to $50K | Verify | ||
| 2019-12-23 | Representative Ed Perlmutter | Acquired Under $15K | Verify | ||
| 2019-10-21 | Representative Kim Schrier | Acquired $50K to $100K | Verify | ||
| 2019-10-02 | Representative Kim Schrier | Acquired $50K to $100K | Verify | ||
| 2019-09-16 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2019-07-18 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2019-07-09 | Representative Lloyd K Smucker | Acquired $15K to $50K | Verify | ||
| 2019-05-20 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2019-05-13 | Representative Lloyd K Smucker | Acquired Under $15K | Verify | ||
| 2019-05-06 | Representative K Michael Conaway | Acquired Under $15K | Verify | ||
| 2019-04-30 | Representative Kim Schrier | Acquired $50K to $100K | Verify | ||
| 2019-04-11 | Representative Lloyd K Smucker | Acquired Under $15K | Verify | ||
| 2019-03-21 | Representative Dean Phillips | Acquired Under $15K | Verify | ||
| 2019-03-08 | Representative Gilbert Cisneros | Acquired $250K to $500K | Verify | ||
| 2019-01-31 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2019-01-14 | Representative David E Price | Acquired Under $15K | Verify | ||
| 2019-01-13 | Representative Bob Gibbs | Acquired Under $15K | Verify | ||
| 2019-01-09 | Representative David B McKinley | Acquired Under $15K | Verify | ||
| 2019-01-04 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2018-11-19 | Representative Katherine M Clark | Acquired Under $15K | Verify | ||
| 2018-11-06 | Representative Earl Blumenauer | Acquired Under $15K | Verify | ||
| 2018-10-25 | Representative Nancy Pelosi | Acquired $500,001 - $1,000,000 | Verify | ||
| 2018-10-19 | Representative Robert J Wittman | Acquired Under $15K | Verify | ||
| 2018-09-30 | Senator Pat Roberts | Acquired $15K to $50K | Verify | ||
| 2018-08-13 | Representative Thomas J Rooney | Acquired Under $15K | Verify | ||
| 2018-07-09 | Representative K Michael Conaway | Acquired $15K to $50K | Verify | ||
| 2018-02-13 | Senator Bill Cassidy | Acquired Under $15K | Verify | ||
| 2018-01-16 | Senator Bill Cassidy | Acquired Under $15K | Verify | ||
| 2017-09-01 | Senator Bill Cassidy | Acquired Under $15K | Verify | ||
| 2017-07-10 | Senator Pat Roberts | Acquired $15K to $50K | Verify | ||
| 2017-05-16 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2017-02-24 | Senator John Cornyn | Acquired $15K to $50K | Verify | ||
| 2016-04-04 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2016-04-03 | Senator Shelley Moore Capito | Acquired Under $15K | Verify | ||
| 2015-09-21 | Senator John Cornyn | Acquired $15K to $50K | Verify | ||
| 2015-08-23 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2015-06-01 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2015-05-31 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2015-05-01 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2015-04-30 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2015-04-22 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2015-02-04 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2014-10-06 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2014-08-12 | Senator Pat Roberts | Acquired Under $15K | Verify | ||
| 2014-07-22 | Senator Pat Roberts | Acquired $50K to $100K | Verify |
Apple Outstanding Bonds
Apple issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Apple Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Apple bonds can be classified according to their maturity, which is the date when Apple Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| APPLE INC 3 Corp BondUS037833CX61 | View | |
| APPLE INC 32 Corp BondUS037833CR93 | View | |
| APPLE INC 425 Corp BondUS037833CH12 | View | |
| APPLE INC 335 Corp BondUS037833CJ77 | View | |
| APPLE INC 385 Corp BondUS037833CD08 | View | |
| APPLE INC Corp BondUS037833DZ01 | View | |
| APPLE INC Corp BondUS037833EA41 | View | |
| APPLE INC Corp BondUS037833EB24 | View |
Apple Corporate Filings
| 29th of January 2025 Other Reports | ViewVerify | |
| 10th of January 2025 Other Reports | ViewVerify | |
8K | 3rd of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 18th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
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Is Technology Hardware, Storage & Peripherals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Apple. If investors know Apple will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Apple listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.34) | Dividend Share 0.98 | Earnings Share 6.08 | Revenue Per Share | Quarterly Revenue Growth 0.061 |
The market value of Apple Inc is measured differently than its book value, which is the value of Apple that is recorded on the company's balance sheet. Investors also form their own opinion of Apple's value that differs from its market value or its book value, called intrinsic value, which is Apple's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Apple's market value can be influenced by many factors that don't directly affect Apple's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Apple's value and its price as these two are different measures arrived at by different means. Investors typically determine if Apple is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.