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Apple (AAPL) Institutional Ownership

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$210.51 -0.70 (-0.33%)
As of 02:40 PM Eastern

Institutional Ownership Changes (13F Filings) for Apple (NASDAQ:AAPL)

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3837
Total
Institutional Inflows
(last 12 months)
$223.52B
Number of
Institutional Sellers
(last 12 months)
3763
Total
Institutional Outflows
(last 12 months)
$145.65B
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AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cooper Capital Advisors LLC6,136$1.36M1.5%-24.4%0.000%
4/30/2025Ascent Capital Management LLC28,432$6.32M6.4%+0.7%0.000%
4/30/2025Index Fund Advisors Inc.15,581$3.46M0.2%-74.7%0.000%
4/30/2025Leavell Investment Management Inc.257,269$57.15M2.8%+0.1%0.002%
4/30/2025Quotient Wealth Partners LLC75,776$16.83M0.5%+0.1%0.001%
4/30/2025Main Street Research LLC373,561$82.98M5.4%+1.1%0.002%
4/30/2025Bridges Investment Management Inc.1,648,360$366.15M5.3%-2.6%0.011%
4/30/2025Gordian Advisors LLC10,156$2.26M1.8%-0.7%0.000%
4/30/2025Mraz Amerine & Associates Inc.11,483$2.50M0.4%+0.5%0.000%
4/30/2025First Interstate Bank82,968$18.43M1.1%-4.9%0.001%
4/30/2025Nisa Investment Advisors LLC4,270,292$948.56M4.7%-2.0%0.028%
4/30/2025Van Cleef Asset Management Inc437,416$97.16M11.0%-3.2%0.003%
4/30/2025Alpha Financial Partners LLC5,591$1.24M1.0%+2.2%0.000%
4/30/2025Topsail Wealth Management LLC24,682$5.48M1.1%+10.8%0.000%
4/30/2025Moloney Securities Asset Management LLC87,364$19.41M2.6%-9.8%0.001%
4/30/2025Banque Pictet & Cie SA393,221$87.35M0.7%-5.5%0.003%
4/30/2025Wealth Advisory Solutions LLC54,194$12.04M3.2%-18.5%0.000%
4/30/2025LBP AM SA928,331$206.21M3.2%-4.4%0.006%
4/30/2025New Mexico Educational Retirement Board701,864$155.91M5.6%-2.5%0.005%
4/30/2025Twelve Points Wealth Management LLC17,701$3.93M1.1%+2.7%0.000%
4/30/2025Westbourne Investment Advisors Inc.88,643$19.69M7.0%-0.9%0.001%
4/30/2025OMC Financial Services LTD127,804$28.39M12.7%-7.3%0.001%
4/30/2025Rehmann Capital Advisory Group202,327$44.94M2.8%-0.6%0.001%
4/30/2025Harvey Capital Management Inc.102,959$22.87M6.0%-0.2%0.001%
4/30/2025Lakeside Advisors INC.10,197$2.27M1.5%-2.9%0.000%
4/30/2025Slagle Financial LLC48,901$10.86M4.8%+0.9%0.000%
4/30/2025John W. Brooker & Co. CPAs17,964$3.99M1.7%+9.3%0.000%
4/30/2025Chemung Canal Trust Co.53,815$11.95M2.6%-2.6%0.000%
4/30/2025Cornerstone Planning Group LLC29,604$6.06M1.4%+8.3%0.000%
4/30/2025Dogwood Wealth Management LLC9,259$2.06M1.1%+13.5%0.000%
4/30/2025GFG Capital LLC104,377$23.19M6.8%-7.7%0.001%
4/30/2025Brick & Kyle Associates60,318$13.32M6.1%-1.7%0.000%
4/30/2025Arcadia Investment Management Corp MI112,542$25.00M4.5%-6.3%0.001%
4/30/2025Bull Oak Capital LLC1,070$238K0.1%N/A0.000%
4/30/2025Principal Securities Inc.221,261$49.15M1.1%+0.7%0.001%
4/30/2025Prodigy Asset Management LLC4,489$997K0.8%-23.8%0.000%
4/30/2025Financial Symmetry Inc11,806$2.62M1.6%+3.6%0.000%
4/30/2025First National Bank & Trust Co. of Newtown141,173$31.36M6.6%-0.7%0.001%
4/30/2025Linden Thomas Advisory Services LLC54,181$12.04M1.6%+7.1%0.000%
4/30/2025Greenleaf Trust727,580$161.62M1.5%+2.5%0.005%
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4/30/2025Flossbach Von Storch SE4,060,047$901.86M3.9%-8.5%0.027%
4/30/2025TradeWell Securities LLC.158,883$35.29M19.4%-0.4%0.001%
4/30/2025Optimum Investment Advisors86,745$19.27M9.1%-0.9%0.001%
4/30/2025CORDA Investment Management LLC.189,471$42.09M3.3%-2.2%0.001%
4/30/2025New Insight Wealth Advisors18,230$4.05M1.8%-0.8%0.000%
4/30/2025Graver Capital Management LLC4,702$1.04M1.1%-4.4%0.000%
4/30/2025Peterson Wealth Advisors LLC12,385$2.75M0.5%-2.9%0.000%
4/30/2025Silverlake Wealth Management LLC50,378$11.19M4.2%-0.6%0.000%
4/30/2025Trek Financial LLC87,768$19.50M1.4%+0.5%0.001%
4/30/2025DekaBank Deutsche Girozentrale9,911,850$2.14B4.2%-8.9%0.066%
4/30/2025Personal CFO Solutions LLC109,242$24.27M4.9%-0.3%0.001%
4/30/2025Opus Capital Group LLC16,675$3.70M0.5%+0.6%0.000%
4/30/2025Valeo Financial Advisors LLC768,417$170.69M4.1%+4.1%0.005%
4/30/2025BXM Wealth LLC21,277$4.72M5.6%+7.8%0.000%
4/30/2025CapWealth Advisors LLC77,992$17.32M1.9%-0.3%0.001%
4/30/2025Ridgeline Wealth Planning LLC1,829$406K0.4%+81.6%0.000%
4/30/2025M&T Bank Corp5,147,202$1.14B4.2%-7.0%0.034%
4/30/202549 Wealth Management LLC27,527$6.12M0.7%-5.8%0.000%
4/30/2025Stratos Wealth Partners LTD.1,003,364$222.88M3.4%-7.1%0.007%
4/30/2025Stratos Wealth Advisors LLC241,907$53.74M2.9%+1.9%0.002%
4/30/2025Liberty One Investment Management LLC24,400$5.42M0.5%+5.7%0.000%
4/30/2025Stratos Investment Management LLC115,275$25.61M1.4%+11.1%0.001%
4/30/2025Blackhawk Capital Partners LLC.38,680$8.59M4.4%+1.6%0.000%
4/30/2025Black Diamond Financial LLC30,527$6.78M1.0%-11.0%0.000%
4/30/2025May Hill Capital LLC20,312$4.51M1.7%+18.6%0.000%
4/30/2025Sierra Capital LLC110,506$24.55M3.0%-1.6%0.001%
4/30/2025NTV Asset Management LLC127,640$28.35M3.8%-5.7%0.001%
4/30/2025Hourglass Capital LLC34,634$7.69M2.0%-1.7%0.000%
4/30/2025Geneva Partners LLC4,682$1.04M0.5%-92.9%0.000%
4/30/2025Navalign LLC102,035$22.67M6.5%-1.0%0.001%
4/30/2025Garrett Wealth Advisory Group LLC48,548$10.78M2.4%-0.7%0.000%
4/30/2025Lee Johnson Capital Management LLC28,950$6.43M3.4%+7.4%0.000%
4/30/2025Sigma Investment Counselors Inc.116,215$25.82M1.6%-6.7%0.001%
4/30/2025Brown Financial Advisory3,770$837K0.5%+109.7%0.000%
4/30/2025Vested Financial Planning LLC10,696$2.38M2.4%-3.2%0.000%
4/30/2025Investment Partners LTD.34,543$7.67M3.2%+1.3%0.000%
4/30/2025Brown Advisory Inc.4,545,975$1.01B1.4%-1.7%0.030%
4/30/2025Consolidated Capital Management LLC50,174$11.15M4.6%-3.9%0.000%
4/30/2025Sharper & Granite LLC14,227$3.16M1.3%-7.0%0.000%
4/30/2025Highview Capital Management LLC DE 50,693$11.26M4.7%+0.9%0.000%
4/30/2025Bank Hapoalim BM28,533$6.34M0.9%-20.8%0.000%
4/30/2025Ninety One SA PTY Ltd34,072$7.56M1.4%-25.1%0.000%
4/30/2025Ninety One UK Ltd2,309,920$513.10M1.4%-12.4%0.015%
4/30/2025China Universal Asset Management Co. Ltd.323,607$71.88M6.7%+20.3%0.002%
4/30/2025Harbour Investment Management LLC52,786$11.73M5.3%-0.2%0.000%
4/30/2025Alpha Cubed Investments LLC650,320$144.46M6.4%0.0%0.004%
4/30/2025Horst & Graben Wealth Management LLC45,059$10.01M1.8%+5.7%0.000%
4/30/2025Artemis Wealth Advisors LLC38,772$8.61M1.8%-2.7%0.000%
4/30/2025Davidson Investment Advisors362,846$80.60M4.0%-4.9%0.002%
4/30/2025Jessup Wealth Management Inc95,727$21.26M8.8%+1.4%0.001%
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4/30/2025Gibraltar Capital Management Inc.74,515$16.55M3.6%+11.0%0.000%
4/30/2025Pekin Hardy Strauss Inc.58,716$13.04M1.6%-5.5%0.000%
4/30/2025Family Capital Management Inc.17,222$3.83M2.4%+1.8%0.000%
4/30/2025Planning Directions Inc.43,975$9.77M4.2%+1.8%0.000%
4/30/2025Dupree Financial Group LLC19,388$4.31M1.7%-1.1%0.000%
4/30/2025Capital Management Associates Inc60,545$13.45M3.0%+70.0%0.000%
4/30/2025EULAV Asset Management51,061$11.34M0.3%-39.3%0.000%
4/30/2025Beverly Hills Private Wealth LLC113,559$25.23M5.0%-1.6%0.001%
4/30/2025Interchange Capital Partners LLC80,430$17.87M5.0%+98.9%0.001%
4/30/2025Crossmark Global Holdings Inc.958,647$212.94M3.8%+9.6%0.006%
(Data available from 1/1/2016 forward)

AAPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AAPL shares?

During the previous two years, 5,734 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($349.53B), State Street Corp ($136.07B), FMR LLC ($85.55B), Geode Capital Management LLC ($85.00B), Berkshire Hathaway Inc ($69.90B), Price T Rowe Associates Inc. MD ($55.12B), and Norges Bank ($46.87B).Learn more on AAPL's institutional investors.

What percentage of Apple stock is owned by institutional investors?

67.73% of Apple stock is owned by institutional investors. Learn more on AAPL's institutional investor holdings.

Which institutional investors have been buying Apple stock?

Of the 4,683 institutional investors that purchased Apple stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($363.30M), International Assets Investment Management LLC ($164.16M), Vanguard Group Inc. ($68.03M), GAMMA Investing LLC ($60.11M), State Street Corp ($58.55M), Geode Capital Management LLC ($26.79M), and Proficio Capital Partners LLC ($20.99M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,454,395,298 shares in the last 24 months. This purchase volume represents approximately $316.55B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,427 institutional investors that sold Apple stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($145.17M), Berkshire Hathaway Inc ($100M), International Assets Investment Management LLC ($94.00M), Legal & General Group Plc ($52.70M), FMR LLC ($30.96M), Price T Rowe Associates Inc. MD ($19.33M), and Wellington Management Group LLP ($14.67M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 826,411,684 shares in the last 24 months. This volume of shares sold represents approximately $175.65B in transactions.



This page (NASDAQ:AAPL) was last updated on 4/30/2025 by MarketBeat.com Staff
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