Apple Ownership

AAPL Stock  USD 182.63  1.47  0.81%   
Apple holds a total of fifteen billion four hundred fourty-one million eight hundred ninety-nine thousand five hundred twenty outstanding shares. Over half of Apple Inc outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to corporate investors that acquire positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulation than regular investors in Apple. Please watch out for any change in the institutional holdings of Apple Inc as this could mean something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation
First Issued
1985-09-30
Previous Quarter
15.7 B
Current Value
15.6 B
Avarage Shares Outstanding
19.2 B
Quarterly Volatility
4.6 B
 
Black Monday
 
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Housing Crash
 
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Covid
Some institutional investors establish a significant position in stocks such as Apple in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Apple, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividend Yield is expected to rise to 0 this year, although the value of Payment of Dividends and Other Cash Distributions will most likely fall to (14.6 B). At this time, Apple's Weighted Average Shares is quite stable as compared to the past year. Weighted Average Shares Diluted is expected to rise to about 16 B this year, although the value of Issuance Purchase of Equity Shares will most likely fall to (75.3 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.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Apple Inc. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.

Apple Stock Ownership Analysis

About 57.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.23. Apple Inc recorded earning per share (EPS) of 6.43. The entity last dividend was issued on the 9th of February 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 Tim 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 Common Stock Shares Outstanding

15.58 Billion

About 6.0% 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%.

Apple SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Apple prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Apple investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Apple Inc specific information freely available to individual and institutional investors to make a timely investment decision.
14th of February 2024
Unclassified Corporate Event
View
1st of February 2024
Financial Statements and Exhibits. Results of Operations and Financial Condition
View

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
Bank Of New York Mellon Corp2023-09-30
124.2 M
Bank Of America Corp2023-09-30
114.9 M
Legal & General Group Plc2023-09-30
111.9 M
Goldman Sachs Group Inc2023-09-30
91.5 M
Charles Schwab Investment Management Inc2023-09-30
83.2 M
Nuveen Asset Management, Llc2023-09-30
79.8 M
Ubs Asset Mgmt Americas Inc2023-12-31
75.1 M
Wellington Management Company Llp2023-12-31
60.7 M
H&h International Investment, Llc2023-12-31
59.7 M
Vanguard Group Inc2023-09-30
1.3 B
Blackrock Inc2023-09-30
B
Note, although Apple's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.

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 Investors Sentiment

The influence of Apple's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Apple. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Apple's public news can be used to forecast risks associated with an investment in Apple. The trend in average sentiment can be used to explain how an investor holding Apple can time the market purely based on public headlines and social activities around Apple Inc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Apple's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Apple's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Apple's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Apple.

Apple Implied Volatility

    
  29.61  
Apple's implied volatility exposes the market's sentiment of Apple Inc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Apple's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Apple stock will not fluctuate a lot when Apple's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Apple in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Apple's short interest history, or implied volatility extrapolated from Apple options trading.

Pair Trading with Apple

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Apple position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Apple will appreciate offsetting losses from the drop in the long position's value.

Moving against Apple Stock

  0.64NTWK NetSol TechnologiesPairCorr
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  0.47ALLT Allot Communications Financial Report 21st of May 2024 PairCorr
The ability to find closely correlated positions to Apple could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Apple when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Apple - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Apple Inc to buy it.
The correlation of Apple is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Apple moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Apple Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Apple can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Apple Inc is a strong investment it is important to analyze Apple's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Apple's future performance. For an informed investment choice regarding Apple Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Apple Inc. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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Is Apple's industry 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
0.16
Dividend Share
0.95
Earnings Share
6.43
Revenue Per Share
24.648
Quarterly Revenue Growth
0.021
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.