AAPL vs BAC
Apple Inc. · Bank of America
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 5 tracked superinvestors, 1 hold both AAPL and BAC (20% of the combined holder base), led by Warren Buffett (22.4% AAPL · 11.2% BAC). AAPL appears in 3 tracked portfolios; BAC in 3 — an even split in breadth of ownership.
AAPL is a Technology holding while BAC sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, AAPL’s ConvictionScore reads −21 (slight selling) against BAC’s −1 (slight selling); BAC shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AAPL larger and 0 size BAC larger — a lean toward AAPL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds AAPL only, who holds BAC only, and who holds both.
Of 1 shared manager, 1 weight AAPL heavier and 0 weight BAC heavier.
- David Rolfe10.2%
- Joel Greenblatt3.8%
- Warren Buffett22.4 / 11.2%
- Li Lu27.4%
- Bill Nygren4.3%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: AAPL or BAC?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; BAC (Bank of America) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both AAPL and BAC?
1 tracked superinvestor holds both AAPL and BAC based on the latest SEC 13F filings. Largest dual-holder: Warren Buffett (22.4% AAPL · 11.2% BAC). Full overlap table below.
What is the overlap between AAPL and BAC institutional ownership?
Across 5 unique tracked holders: 2 hold only AAPL (40%), 1 hold both (20%), 2 hold only BAC (40%). The full Venn split + per-manager position % is on this page.
Among managers holding both AAPL and BAC, which do they prefer?
Of 1 managers holding both, 1 weight AAPL higher and 0 weight BAC higher in their portfolios. AAPL is the preferred conviction position for the majority. Per-manager positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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