Free Trial

Apple (AAPL) Institutional Ownership

Apple logo
$233.33 +3.68 (+1.60%)
Closing price 04:00 PM Eastern
Extended Trading
$233.17 -0.16 (-0.07%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
4055
Total
Institutional Inflows
(last 12 months)
$348.72B
Number of
Institutional Sellers
(last 12 months)
4228
Total
Institutional Outflows
(last 12 months)
$158.24B
Get AAPL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Apple stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/13/2025Cresset Asset Management LLC2,534,467$520.00M2.3%+6.8%0.017%
8/13/2025Strategic Family Wealth Counselors L.L.C.31,039$6.37M1.8%+2.1%0.000%
8/13/2025Proactive Wealth Strategies LLC20,616$4.23M2.0%-0.5%0.000%
8/13/2025Saiph Capital LLC104,942$21.53M6.9%+5.8%0.001%
8/13/2025Gateway Wealth Partners LLC36,765$7.54M1.4%+3.1%0.000%
8/13/2025Carroll Investors Inc80,125$16.41M8.7%-5.8%0.001%
8/13/2025TCM Advisors LLC7,245$1.49M0.1%-1.5%0.000%
8/13/2025Capital Advisors Wealth Management LLC60,739$12.46M2.0%+8.1%0.000%
8/13/2025Brown Advisory Inc.4,082,408$837.59M1.1%-10.2%0.028%
8/13/2025North Berkeley Wealth Management LLC30,319$6.22M5.7%+3.4%0.000%
8/13/2025Amundi66,459,700$14.12B4.9%-2.5%0.448%
8/13/2025SCS Capital Management LLC232,625$47.73M0.5%+6.9%0.002%
8/13/2025Portland Global Advisors LLC34,563$7.09M0.8%-7.9%0.000%
8/13/2025Mirabella Financial Services LLP42,097$8.67M0.9%-89.7%0.000%
8/13/2025Brown Capital Management LLC11,517$2.36M0.1%-17.1%0.000%
8/13/2025Epoch Investment Partners Inc.832,319$170.77M0.9%-22.0%0.006%
8/13/2025GeoWealth Management LLC82,018$16.83M0.7%-0.8%0.001%
8/13/2025Allium Financial Advisors LLC25,081$5.15M3.8%-3.1%0.000%
8/13/2025Beutel Goodman & Co Ltd.55,251$11.34M0.1%-6.7%0.000%
8/13/2025Dodge & Cox30,244$6.21M0.0%+11.4%0.000%
8/13/2025Royal Fund Management LLC39,772$8.16M0.8%-11.1%0.000%
8/13/2025Veltria Advisors Corp.4,083$838K0.6%+4.9%0.000%
8/13/2025Great Diamond Partners LLC28,904$5.93M1.3%+17.7%0.000%
8/13/2025Philadelphia Trust Co.275,311$56.49M4.3%-0.7%0.002%
8/13/2025Knuff & Co LLC146,720$30.10M9.5%-4.2%0.001%
8/13/2025Baird Financial Group Inc.9,620,363$1.97B3.5%+0.2%0.065%
8/13/2025Parkworth Wealth Management Inc.2,630$540K0.4%-16.5%0.000%
8/13/2025First Trust Advisors LP4,217,733$865.35M0.7%-8.5%0.028%
8/13/2025Granger Management LLC1,100$226K0.1%N/A0.000%
8/13/2025Crescent Grove Advisors LLC78,196$16.04M1.6%-1.1%0.001%
8/13/2025Kennedy Capital Management LLC147,309$30.22M0.7%-15.1%0.001%
8/13/2025Optimize Financial Inc8,857$1.82M1.1%-0.6%0.000%
8/13/2025FPC Investment Advisory Inc.36,080$7.62M4.8%-9.0%0.000%
8/13/2025Guggenheim Capital LLC1,922,953$394.53M3.1%+19.0%0.013%
8/13/2025Sonoma Private Wealth LLC13,521$2.77M3.4%-0.4%0.000%
8/13/2025McGowan Group Asset Management Inc.19,807$4.06M0.5%-1.2%0.000%
8/13/2025JBR Co Financial Management Inc33,589$6.89M3.4%+7.8%0.000%
8/13/2025Raab & Moskowitz Asset Management LLC81,329$16.69M4.0%-1.1%0.001%
8/13/2025Miramar Capital LLC54,645$11.21M2.7%+3.6%0.000%
8/13/2025Kilter Group LLC6,279$1.29M0.6%-1.8%0.000%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
8/13/2025EverSource Wealth Advisors LLC177,873$36.49M1.6%-11.9%0.001%
8/13/2025Alpha Family Trust57,550$11.81M5.8%-10.5%0.000%
8/13/2025Menard Financial Group LLC12,839$2.63M1.6%-1.5%0.000%
8/13/2025Invesco Ltd.70,901,121$14.55B2.5%+6.0%0.478%
8/13/2025Trek Financial LLC85,984$17.64M1.2%-2.0%0.001%
8/13/20251832 Asset Management L.P.2,582,340$529.82M0.4%-35.5%0.017%
8/13/2025Plan Group Financial LLC16,573$3.40M1.1%+19.9%0.000%
8/13/2025CW Advisors LLC1,922,034$394.34M3.8%+9.2%0.013%
8/13/2025Acorns Advisers LLC32,632$6.70M0.1%+26.6%0.000%
8/13/2025Benedict Financial Advisors Inc.92,783$19.04M4.3%-1.0%0.001%
8/13/2025JT Stratford LLC53,996$11.08M1.7%+5.8%0.000%
8/13/2025Elios Financial Group Inc.17,528$3.60M1.6%-1.8%0.000%
8/13/2025Locust Wood Capital Advisers LLC483,674$99.24M2.6%+3.8%0.003%
8/13/2025McCollum Christoferson Group LLC87,311$17.91M5.3%-2.0%0.001%
8/13/2025Argyle Capital Partners LLC33,750$6.92M5.7%-2.1%0.000%
8/13/2025Peloton Wealth Strategists2,682$550K0.2%+2.9%0.000%
8/13/2025IAG Wealth Partners LLC7,094$1.46M0.2%+3.2%0.000%
8/13/2025Twin Peaks Wealth Advisors LLC62,338$12.79M4.2%-1.8%0.000%
8/13/2025Nicolet Bankshares Inc.67,041$13.76M2.4%+3.5%0.000%
8/13/2025RPg Family Wealth Advisory LLC37,538$7.70M2.0%-23.2%0.000%
8/13/2025River Wealth Advisors LLC187,602$38.49M4.8%+5.8%0.001%
8/13/2025Berbice Capital Management LLC21,044$4.32M3.0%-9.5%0.000%
8/13/2025Groupe la Francaise1,142,926$234.06M3.8%+25.6%0.008%
8/13/2025Fort Sheridan Advisors LLC263,040$53.97M7.7%-5.3%0.002%
8/13/2025WCG Wealth Advisors LLC187,854$38.54M2.5%+0.7%0.001%
8/13/2025Isthmus Partners LLC91,369$18.75M2.2%+1.9%0.001%
8/13/2025Granite Investment Partners LLC218,400$44.81M2.2%-6.0%0.001%
8/13/2025AMJ Financial Wealth Management5,641$1.16M0.3%-8.8%0.000%
8/13/2025Pinkerton Wealth LLC31,744$6.51M0.8%-0.9%0.000%
8/13/2025Arjuna Capital115,465$23.69M6.2%-4.0%0.001%
8/13/2025Holos Integrated Wealth LLC8,342$1.71M1.0%-11.7%0.000%
8/13/2025Wellspring Financial Advisors LLC70,018$14.37M0.2%+4.2%0.000%
8/13/2025Blueshift Asset Management LLC7,259$1.49M0.5%+428.3%0.000%
8/13/2025Arrowstreet Capital Limited Partnership25,241,600$5.18B3.7%-8.3%0.170%
8/13/2025D L Carlson Investment Group Inc.90,184$18.50M3.4%-3.1%0.001%
8/13/2025Westerkirk Capital Inc.121,791$24.99M3.1%N/A0.001%
8/13/2025NBW Capital LLC68,186$13.99M3.0%-0.3%0.000%
8/13/2025Momentous Wealth Management Inc.12,529$2.57M1.7%-2.8%0.000%
8/13/2025Quantbot Technologies LP167,161$34.30M0.9%+189.8%0.001%
8/13/2025M&T Bank Corp4,901,724$1.01B3.5%-4.8%0.033%
8/13/2025Portfolio Design Labs LLC47,355$9.72M1.9%-38.2%0.000%
8/13/2025Seven Grand Managers LLC40,000$8.21M1.0%N/A0.000%
8/13/2025Riverview Capital Advisers LLC90,692$18.61M5.3%-4.9%0.001%
8/13/2025ARK & TLK Investments LLC6,322$1.30M0.4%-2.5%0.000%
8/13/2025Van Hulzen Asset Management LLC380,231$78.01M6.5%+7.7%0.003%
8/13/2025JRM Investment Counsel LLC6,956$1.43M0.5%-42.7%0.000%
8/13/2025Boston Family Office LLC297,988$61.12M4.1%+0.1%0.002%
8/13/2025MBM Wealth Consultants LLC15,709$3.22M0.9%+2.1%0.000%
8/13/2025Round Hill Asset Management2,955$606K0.4%N/A0.000%
8/13/2025Forthright Family Wealth Advisory LLC10,007$2.05M1.3%-0.6%0.000%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
8/13/2025OMERS ADMINISTRATION Corp2,380,948$488.50M3.8%+0.6%0.016%
8/13/2025Willis Johnson & Associates Inc.52,857$10.85M0.7%-1.0%0.000%
8/13/2025Gardner Russo & Quinn LLC5,149$1.06M0.0%-1.9%0.000%
8/13/2025Advocacy Wealth Management Services LLC987$203K0.0%N/A0.000%
8/13/2025Capital Counsel LLC NY71,832$14.74M0.6%-3.0%0.000%
8/13/2025Solidarity Wealth LLC193,784$39.76M9.3%-0.1%0.001%
8/13/2025Horiko Capital Management LLC125,727$25.69M6.7%-1.6%0.001%
8/13/2025Valued Retirements Inc.14,999$3.08M3.5%-0.5%0.000%
8/13/2025Fisher Asset Management LLC53,555,986$10.99B4.4%+0.5%0.361%
8/13/2025Claret Asset Management Corp116,530$23.91M3.1%-2.3%0.001%
(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, 5,900 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($290.51B), State Street Corp ($136.07B), FMR LLC ($85.55B), Geode Capital Management LLC ($72.51B), Berkshire Hathaway Inc ($69.90B), Price T Rowe Associates Inc. MD ($47.69B), and Kingstone Capital Partners Texas LLC ($39.07B).Learn more on Apple's institutional investors.

What percentage of Apple's stock is owned by institutional investors?

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

Which institutional investors have been buying Apple's stock?

Of the 4,915 institutional investors that purchased Apple's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($553.11M), Kingstone Capital Partners Texas LLC ($205.69M), International Assets Investment Management LLC ($164.16M), Vanguard Group Inc. ($88.18M), Nuveen LLC ($78.66M), GAMMA Investing LLC ($60.11M), and State Street Corp ($58.55M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,542,524,209 shares in the last 24 months. This purchase volume represents approximately $348.85B in transactions.

Which of Apple's major shareholders have been selling company stock?

Of the 4,227 institutional investors that sold Apple's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($100M), International Assets Investment Management LLC ($93.97M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($91.34M), Legal & General Group Plc ($57.71M), FMR LLC ($22.22M), Wellington Management Group LLP ($21.46M), and Price T Rowe Associates Inc. MD ($20.88M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 678,056,431 shares in the last 24 months. This volume of shares sold represents approximately $158.26B in transactions.



This page (NASDAQ:AAPL) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners