Top 4 Mutual Fund Holders of Apple (AAPL) (2024)

FAQs

Top 4 Mutual Fund Holders of Apple (AAPL)? ›

The top shareholders of Apple are Arthur Levinson, Tim Cook, Jeff Williams, Vanguard Group Inc., BlackRock Inc. (BLK), and Berkshire Hathaway Inc. (BRK. A).

The top shareholders of Apple are Arthur Levinson, Tim Cook, Jeff Williams, Vanguard Group Inc., BlackRock Inc. (BLK), and Berkshire Hathaway Inc. (BRK. A).

Vanguard S&P 500 ETF (NYSE: VOO) is trading higher today. The ETF has the highest exposure to Apple Inc (NASDAQ: AAPL), followed by Microsoft Corp (NASDAQ: MSFT). It has an exposure of ~14% in the stocks combined.

Apple is owned by its shareholders. The largest ones are asset manager Vanguard which owns 8.1% of the company, followed by BlackRock, with a 6.5% ownership share, and Berkshire Hathaway, with a 5.8% ownership share.

Company's authorized capital stands at Rs 100.0 lakhs and has 0.0% paid-up capital which is Rs 0.0 lakhs. Apple Mutual Fund Limited is majorly in Finance business from last 30 years and currently, company operations are strike off. Company is registered in Bangalore (Karnataka) Registrar Office.

The most volatile stock ETF, Direxion Daily Gold Miners Bear 3x ETF (DUST), has a three-year standard deviation of 125.45 and a three-year average annual return of -44.36%.

How much of Apple does Vanguard own? ›

2023-02-09 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,278,250,538 shares of Apple Inc (US:AAPL). This represents 8.04 percent ownership of the company.

Apple is Berkshire's largest holding, accounting for 39% of its stock portfolio.

Apple's management style is very different under CEO Tim Cook than it was under founder Steve Jobs. While Jobs managed through an autocratic style, overseeing every aspect of the company, Cook allows high-ranking employees to manage their divisions themselves.

Its largest individual shareholders are company insiders: Jeff Bezos, Andrew Jassy, and Douglas Herrington. The largest institutional investors are among the largest names in the financial sector: Vanguard, Blackrock, and State Street. The Wall Street Journal.

Across most of Warren Buffett's key criteria for investing in a company and stock, Apple checks nearly all the boxes. Buffett is known for investing in companies that he understands.

Berkshire Hathaway's Apple Stake

It makes up 43.20% of their stock portfolio and is their biggest holding. The investor owns 5.63% of the outstanding Apple stock. The first Apple trade was made in Q1 2016. Since then Warren Buffett bought shares eleven more times and sold shares on five occasions.

Bill Gates Saved Apple From Bankruptcy With $200 Million Investment In 1997.

The primary stakeholders in a typical corporation are its investors, employees, customers, and suppliers.

Who is Apple's biggest client? ›

U.S.: Apple's biggest market

Although international sales have a growing share of Apple's total revenue, the U.S. still counts for around 40 percent of Apple's net sales.

FAQ. Which hedge funds hold Apple? The hedge funds that hold the most shares in Apple are Warren Buffett, Miltos Bossinis and Ken Fisher.

When mutual fund investors seek higher returns, they invest in equity mutual funds. These are mutual funds that invest in the stock markets. Since they are market-linked, these funds get affected when the market goes down and this is why there are chances of loss in mutual funds too.

The idea behind 3x ETFs is to take advantage of quick day-to-day movements in financial markets. In the long term, new risks arise. Because of how leveraged ETFs are constructed, they are only intended for very short holding periods, such as intraday.

In a nutshell: Yes, ETFs alone are enough to make you rich. With just one investment, you can capture the growth of the overall stock market or a certain segment of it. For example, you can find ETFs that focus on pretty much any industry, investment theme, or region of the globe.

Are ETFs safe if the stock market crashes? ›

Investors looking to weather a recession can use exchange-traded funds (ETFs) as one way to reduce risk through diversification. ETFs that specialize in consumer staples and non-cyclicals outperformed the broader market during the Great Recession and are likely to persevere in future downturns.

Vanguard isn't owned by shareholders. It's owned by the people who invest in our funds. Our owners have access to personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help them build a future for those they love. That's the Value of Ownership.

Vanguard is owned by the funds managed by the company and is therefore owned by its customers.

SPDR S&P 500 Trust ETF (SPY)

Top holdings: Apple, Microsoft, Amazon, Facebook, Netflix, Alphabet, Tesla, Berkshire Hathaway, JP Morgan Chase, Johnson & Johnson.

Despite the challenges Apple faces, its stock forecast is still strong. The consensus among analysts is that the company will perform well over the next few years, and it's considered a “strong buy” based on a Nasdaq analysis of recommendations by 26 analysts.

The Trust owns around 35 million shares in Berkshire Hathaway — or 2.69% of the total company. If 2.69% of the nearly $144 billion in Apple shares owned by Berkshire Hathaway are owned by the Gates Trust, the pair still owns $3.87 billion of Apple stock. Rejuvenate Your Portfolio With Options!

Stock Price Forecast

The 37 analysts offering 12-month price forecasts for Apple Inc have a median target of 174.00, with a high estimate of 205.00 and a low estimate of 116.00. The median estimate represents a +3.44% increase from the last price of 168.22.

Who are the top 5 investors in the world? ›

On August 6, 1997, Bill Gates led Microsoft invested $150 million in Apple in exchange for shares in the company. Apple's share price at that time was just about $0.2–$0.3. So, Microsoft received 150,000 shares of preferred stock in exchange for its $150 million investment.

A millionaire retiree from Intel, Mike Markkula was an angel investor in Apple, actually the first investor in the company, who put $250k of his own money in the company in 1977 (roughly equivalent to $1 million today).

Apple (NASDAQ: AAPL) is owned by 59.00% institutional shareholders, 0.11% Apple insiders, and 40.89% retail investors. Vanguard Group Inc is the largest individual Apple shareholder, owning 1.28B shares representing 8.08% of the company. Vanguard Group Inc's Apple shares are currently valued at $211.63B.

In the U.S., the top investment banking companies include the Big Four Banks — JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo.

Warren Buffett is widely considered to be the most successful investor in history. Not only is he one of the richest men in the world, but he also has had the financial ear of numerous presidents and world leaders. When Buffett talks, world markets move based on his words.

Buffett first bought Paramount PARA -1.8% in the first quarter of 2022 and Louisiana Pacific in the third quarter of 2022. He's owned Apple since 2016. The small bump in Apple shares relates to Berkshire's acquisition of insurance company Alleghany.

Apple Inc. is a publicly traded company, so no individual or entity owns the company in its entirety. However, the majority stakeholder of the company as of 2023 is The Vanguard Group, which holds 7.6% of all outstanding shares.

The Gates' trust owned 1 million Apple shares at the end of 2020, but by March 31, it had sold them. Apple stock has been underperforming the market. Shares slid 8% in the first quarter, and so far in the second quarter, they are up 2.7%.

Warren Buffett acquired 895 Million Apple shares worth $147 Billion. It makes up 43.86% of their stock portfolio and is their biggest holding. The investor owns 5.56% of the outstanding Apple stock. The first Apple trade was made in Q1 2016.

Who sold his Apple shares for $800? ›

founding partnership agreement signed by Steve Wozniak, Steve Jobs and Ronald Wayne from 1976. So after spending a mere 12 days with Wozniak and Jobs, Wayne had his name taken off the contract and sold his shares back to his co-founders for $800. Wayne's decision to leave the start-up cost him big.

Markkula was introduced by Regis McKenna and venture capitalist Don Valentine to Steve Jobs and Steve Wozniak while they were looking for funding to manufacture the Apple II personal computer they had developed after having sold some units of their first computer, the Apple I.

Apple's investment provides critical enhancements to Globalstar's satellite network and ground stations, ensuring iPhone 14 users are able to connect to emergency services when off the grid.

Berkshire Hathaway now owns 5.8% of public Apple stock.