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Apple (AAPL) Institutional Ownership

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3983
Total
Institutional Inflows
(last 12 months)
$288.78B
Number of
Institutional Sellers
(last 12 months)
4088
Total
Institutional Outflows
(last 12 months)
$148.90B
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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
7/23/2025Armstrong Fleming & Moore Inc90,013$18.47M10.0%+813.7%0.001%
7/23/2025Mullooly Asset Management Inc.4,974$1.02M0.4%-7.0%0.000%
7/23/2025Tectonic Advisors LLC25,610$5.26M0.3%-17.5%0.000%
7/23/2025Fulton Breakefield Broenniman LLC343,293$70.43M4.8%+3.3%0.002%
7/23/2025Allegiance Financial Group Advisory Services LLC14,494$2.97M0.8%+2.0%0.000%
7/23/2025Columbus Macro LLC33,156$6.80M0.8%+6.0%0.000%
7/23/2025Hager Investment Management Services LLC36,020$7.39M4.4%-2.0%0.000%
7/23/2025SpringVest Wealth Management LLC4,801$985K0.8%-3.9%0.000%
7/23/2025InTrack Investment Management Inc24,052$4.94M3.3%+11.4%0.000%
7/23/2025Values Added Financial LLC29,802$6.11M3.0%-14.8%0.000%
7/23/2025Cornerstone Enterprises LLC4,509$925K0.5%-88.8%0.000%
7/23/2025Notis McConarty Edward44,800$9.19M4.5%-0.5%0.000%
7/23/2025Cohen Investment Advisors LLC43,623$8.95M4.7%-2.5%0.000%
7/23/2025Trifecta Capital Advisors LLC127,884$26.24M4.4%+12.7%0.001%
7/23/2025Windle Wealth LLC43,016$8.83M4.3%+5.5%0.000%
7/23/2025Morey & Quinn Wealth Partners LLC29,193$5.99M4.8%-3.7%0.000%
7/23/2025Schrum Private Wealth Management LLC23,950$4.91M3.9%-1.4%0.000%
7/23/2025AMI Investment Management Inc.10,192$2.09M0.5%-5.2%0.000%
7/23/2025Peak Financial Management Inc.20,694$4.25M1.2%-42.5%0.000%
7/23/2025Austin Asset Management Co Inc23,794$4.88M1.0%-5.0%0.000%
7/23/2025Maryland State Retirement & Pension System714,491$146.59M3.2%+3.5%0.005%
7/23/2025Optas LLC77,968$16.00M3.0%+3.5%0.001%
7/23/2025Capital Management Associates Inc68,796$14.12M4.5%+13.6%0.000%
7/23/2025Sitrin Capital Management LLC46,486$9.54M4.9%-7.4%0.000%
7/23/2025Dempze Nancy E31,880$6.54M3.8%+1.7%0.000%
7/23/2025First Merchants Corp214,726$44.06M1.7%-5.2%0.001%
7/23/2025Massachusetts Wealth Management21,693$4.45M2.5%N/A0.000%
7/23/2025Eagle Strategies LLC37,188$7.63M1.2%+0.2%0.000%
7/23/2025Fluent Financial LLC43,193$8.86M3.7%+1,052.1%0.000%
7/23/2025Clear Creek Financial Management LLC68,391$14.03M1.3%+7.7%0.000%
7/23/2025Bar Harbor Wealth Management244,654$50.20M3.2%-2.6%0.002%
7/23/2025IMZ Advisory Inc16,938$3.58M1.4%-2.0%0.000%
7/23/2025Narwhal Capital Management274,968$56.42M4.5%-0.9%0.002%
7/23/2025GGM Financials LLC15,585$3.20M0.7%+110.7%0.000%
7/23/2025Ignite Planners LLC108,377$22.89M3.4%-1.3%0.001%
7/23/2025Richardson Capital Management LLC886$182K0.1%-48.1%0.000%
7/23/2025H&H Retirement Design & Management INC3,187$677K0.4%+45.8%0.000%
7/23/2025Dohj LLC24,075$4.93M1.3%+1.9%0.000%
7/23/2025Fortis Advisors LLC7,096$1.46M0.9%-0.9%0.000%
7/23/2025Castle Rock Wealth Management LLC57,286$12.22M2.9%+5.5%0.000%
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7/23/2025Morton Capital Management LLC CA60,797$12.47M2.2%+3.4%0.000%
7/23/2025Guild Investment Management Inc.14,425$2.96M2.6%-6.4%0.000%
7/23/2025Lattice Capital Management LLC50,000$10.26M11.3%-30.0%0.000%
7/23/2025Valmark Advisers Inc.202,051$41.46M0.6%+3.4%0.001%
7/23/2025Gainplan LLC5,426$1.11M0.5%-34.3%0.000%
7/23/2025Hall Capital Management Co. Inc.41,123$8.44M3.6%+2.6%0.000%
7/23/2025Navera Investment Management Ltd.10,094$2.07M0.0%-7.1%0.000%
7/23/2025Armbruster Capital Management Inc.8,960$1.84M0.3%-1.6%0.000%
7/23/2025Lakeside Advisors INC.8,475$1.74M1.1%-16.9%0.000%
7/23/2025Shariaportfolio Inc.3,999$820K0.4%+1.3%0.000%
7/23/2025LifeSteps Financial Inc.31,757$6.52M4.5%+1.9%0.000%
7/23/2025Financial Life Advisors1,895$389K0.1%-4.9%0.000%
7/23/2025Detalus Advisors LLC23,759$4.88M1.4%-0.7%0.000%
7/23/2025Nelson Capital Management LLC98,905$20.29M2.7%-0.6%0.001%
7/23/2025Lansing Street Advisors14,608$3.00M0.9%-0.6%0.000%
7/23/2025WoodTrust Financial Corp110,345$20.99M2.4%+14.6%0.001%
7/23/2025Traphagen Investment Advisors LLC137,259$28.16M2.7%+31.6%0.001%
7/23/2025Matisse Capital39,181$8.04M3.8%-1.2%0.000%
7/23/2025Opulen Financial Group LLC3,956$812K0.7%+19.3%0.000%
7/23/2025Birinyi Associates Inc.332,915$68.30M20.0%-0.7%0.002%
7/23/2025Winthrop Advisory Group LLC155,787$31.96M3.1%+3.4%0.001%
7/23/2025Puzo Michael J77,591$15.92M4.5%-3.3%0.001%
7/23/2025Raub Brock Capital Management LP3,323$682K0.1%-4.3%0.000%
7/23/2025Citizens National Bank Trust Department122,793$25.19M5.0%-0.5%0.001%
7/23/2025Broderick Brian C115,243$23.64M4.7%-2.6%0.001%
7/23/2025Arcataur Capital Management LLC19,554$4.01M1.3%+0.4%0.000%
7/23/2025Kidder Stephen W139,065$28.53M8.6%+0.5%0.001%
7/23/2025Hendley & Co. Inc.63,140$12.95M4.5%-8.0%0.000%
7/23/2025Bear Mountain Capital Inc.1,570$332K0.1%-5.6%0.000%
7/23/2025Secured Retirement Advisors LLC24,359$5.00M3.0%+3.4%0.000%
7/23/2025Pure Portfolios Holdings LLC25,165$5.16M1.7%-2.7%0.000%
7/23/2025NBT Bank N A NY285,813$58.64M4.0%-2.3%0.002%
7/23/2025Lakeshore Capital Group Inc.11,404$2.34M2.1%+15.9%0.000%
7/23/2025Abel Hall LLC17,481$3.59M1.7%-4.4%0.000%
7/23/2025Somerville Kurt F133,020$27.29M4.6%-2.0%0.001%
7/23/2025Mainsail Asset Management LLC20,520$4.21M2.6%-0.2%0.000%
7/23/2025Trust Asset Management LLC173,947$35.69M2.6%-0.1%0.001%
7/23/2025Proffitt & Goodson Inc.20,589$4.22M0.6%+2.5%0.000%
7/23/2025REAP Financial Group LLC27,260$5.59M1.3%-38.1%0.000%
7/23/2025Louisiana State Employees Retirement System1,232,000$252.77M4.6%-1.8%0.008%
7/23/2025Cortland Associates Inc. MO29,647$6.08M0.7%+10.1%0.000%
7/23/2025Sax Wealth Advisors LLC103,479$21.23M1.3%+16.6%0.001%
7/23/2025Venturi Wealth Management LLC216,408$44.40M2.2%+3.1%0.001%
7/23/2025TPG Financial Advisors LLC29,263$6.00M2.4%-0.3%0.000%
7/23/2025Wheelhouse Advisory Group LLC6,488$1.33M0.7%+15.3%0.000%
7/23/2025WestEnd Advisors LLC204,181$41.89M1.0%+12.0%0.001%
7/23/20251 North Wealth Services LLC32,550$6.68M2.7%-0.3%0.000%
7/23/2025Friedenthal Financial4,053$832K0.5%-18.0%0.000%
7/23/2025Watershed Private Wealth LLC12,604$2.59M0.9%-22.1%0.000%
7/23/2025DMC Group LLC52,362$10.74M8.4%+0.5%0.000%
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7/23/2025BankPlus Trust Department49,132$10.08M3.0%-0.5%0.000%
7/23/2025Penney Financial LLC7,958$1.63M0.8%+1.3%0.000%
7/23/2025Bellevue Asset Management LLC56,068$11.50M5.6%-0.6%0.000%
7/23/2025First Financial Group Corp21,873$4.49M4.4%-11.8%0.000%
7/23/2025Canopy Partners LLC53,717$11.02M4.0%-2.3%0.000%
7/23/2025High Note Wealth LLC74,992$15.39M3.5%-2.9%0.001%
7/23/2025SGL Investment Advisors Inc.42,710$8.97M4.3%+1.7%0.000%
7/23/2025Independent Solutions Wealth Management LLC80,420$16.50M3.2%+27.7%0.001%
7/23/2025Shell Asset Management Co.703,509$144.34M5.0%+26.2%0.005%
7/23/2025Godsey & Gibb Inc.161,094$33.05M3.1%+0.2%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, 5,851 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($311.16B), 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 ($47.69B), and Norges Bank ($46.87B).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 4,824 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 ($363.30M), Kingstone Capital Partners Texas LLC ($205.69M), International Assets Investment Management LLC ($164.16M), Nuveen LLC ($78.66M), Vanguard Group Inc. ($73.04M), 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 1,249,026,394 shares in the last 24 months. This purchase volume represents approximately $288.90B in transactions.

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

Of the 4,097 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 ($93.94M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($91.34M), Legal & General Group Plc ($52.70M), 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 632,380,161 shares in the last 24 months. This volume of shares sold represents approximately $148.97B in transactions.



This page (NASDAQ:AAPL) was last updated on 7/24/2025 by MarketBeat.com Staff
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