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Apple (AAPL) Institutional Ownership

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As of 12:49 PM Eastern
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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)
4067
Total
Institutional Inflows
(last 12 months)
$347.57B
Number of
Institutional Sellers
(last 12 months)
4253
Total
Institutional Outflows
(last 12 months)
$161.03B
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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
10/10/2025 SK Wealth Management LLC17,528$4.45M1.7%+24.9%0.000%
10/10/2025 F&V Capital Management LLC2,115$539K0.1%-4.5%0.000%
10/10/2025 ABLE Financial Group LLC45,677$11.63M2.5%-1.5%0.000%
10/10/2025 Marion Wealth Management37,767$9.62M2.3%-0.5%0.000%
10/10/2025 CHICAGO TRUST Co NA145,709$37.10M5.1%-11.2%0.001%
10/10/2025 Diversified Enterprises LLC83,924$21.37M1.4%+2.7%0.001%
10/10/2025 First Bank & Trust53,657$13.66M2.3%+244.2%0.000%
10/10/2025 Navigoe LLC16,843$4.29M2.7%-0.4%0.000%
10/10/2025 Financial Connections Group Inc.24,456$6.23M2.4%-4.3%0.000%
10/10/2025 Warburton Capital Management LLC7,868$2.01M1.2%+5.3%0.000%
10/10/2025 Lester Murray Antman dba SimplyRich108,295$27.58M7.4%-0.1%0.001%
10/10/2025 Spinnaker Investment Group LLC44,462$11.32M2.1%+6.4%0.000%
10/10/2025 Fluent Financial LLC2,869$731K0.3%-93.4%0.000%
10/10/2025 DKM Wealth Management Inc.22,968$5.85M4.7%+7.8%0.000%
10/10/2025 Arlington Financial Advisors LLC94,782$24.13M3.6%+1.0%0.001%
10/10/2025 RoundAngle Advisors LLC21,121$5.38M4.2%-1.4%0.000%
10/10/2025 Lineweaver Wealth Advisors LLC92,596$23.58M3.5%-2.5%0.001%
10/10/2025 Charles Schwab Trust Co53,060$13.51M0.9%+67.3%0.000%
10/10/2025 Tlwm13,977$3.56M0.6%+3.9%0.000%
10/10/2025 CWC Advisors LLC.27,104$6.90M3.4%+0.2%0.000%
10/10/2025 Sound Income Strategies LLC86,252$21.91M1.2%-5.9%0.001%
10/10/2025 SoundView Advisors Inc.5,678$1.45M0.2%-13.3%0.000%
10/10/2025 Thomasville National Bank226,961$57.79M3.6%-2.6%0.002%
10/10/2025 Tilia Fiduciary Partners Inc.29,872$7.61M4.4%-7.1%0.000%
10/10/2025 BNC Wealth Management LLC81,894$20.85M5.3%-3.8%0.001%
10/10/2025 HMV Wealth Advisors LLC4,782$1.22M0.7%-51.3%0.000%
10/10/2025 Seneca House Advisors19,943$5.08M2.1%+9.5%0.000%
10/10/2025 Legacy Wealth Management Inc975$248K0.0%-74.8%0.000%
10/10/2025 Sarasin & Partners LLP1,450,538$369.06M3.6%+3.8%0.010%
10/10/2025 Foster Victor Wealth Advisors LLC66,647$17.20M1.1%+3.3%0.000%
10/10/2025 Myecfo LLC8,544$2.18M1.0%-43.1%0.000%
10/10/2025 Stolper Co58,528$14.90M4.5%-0.5%0.000%
10/10/2025 Sara Bay Financial19,249$4.90M1.4%-0.3%0.000%
10/10/2025 Douglas Lane & Associates LLC174,473$44.43M0.6%+0.4%0.001%
10/10/2025 Orrstown Financial Services Inc.26,924$6.86M1.2%-6.1%0.000%
10/10/2025 Red Door Wealth Management LLC169,054$43.05M4.6%-1.5%0.001%
10/10/2025 Ridgeline Wealth LLC1,989$506K0.4%-12.2%0.000%
10/10/2025 Trust Point Inc.104,822$26.69M2.2%N/A0.001%
10/10/2025 Pathway Financial Advisors LLC15,626$3.98M0.5%+1.2%0.000%
10/10/2025 jvl associates llc47,664$12.14M4.0%-4.8%0.000%
10/10/2025 Brown Lisle Cummings Inc.50,276$12.80M3.3%-1.1%0.000%
10/10/2025 Natural Investments LLC92,408$23.53M5.1%-0.3%0.001%
10/10/2025 Corsicana & Co.31,283$7.97M4.5%N/A0.000%
10/10/2025 Flputnam Investment Management Co.878,872$223.79M3.3%-0.8%0.006%
10/10/2025 Founders Capital Management LLC74,632$19.00M3.0%-2.1%0.001%
10/10/2025 Benson Investment Management Company Inc.24,714$6.29M2.1%+0.5%0.000%
10/10/2025 Congress Asset Management Co.1,414,488$360.17M2.4%-0.5%0.010%
10/10/2025 Lionshead Wealth Management LLC24,140$6.15M4.9%-0.3%0.000%
10/10/2025 A. D. Beadell Investment Counsel Inc.10,437$2.66M1.8%-2.3%0.000%
10/10/2025 CCM Investment Advisers LLC128,985$32.84M3.2%+2.3%0.001%
10/10/2025 Sharkey Howes & Javer5,529$1.41M0.2%+14.3%0.000%
10/10/2025 Selective Wealth Management Inc.26,092$6.69M2.2%+2.1%0.000%
10/10/2025 Clarity Financial LLC18,051$4.60M0.5%+14.2%0.000%
10/10/2025 Falcon Wealth Planning273,929$69.75M6.3%+1.4%0.002%
10/10/2025 Cyndeo Wealth Partners LLC204,022$51.95M2.9%-2.0%0.001%
10/10/2025 Bowman & Co S.C.30,131$7.67M3.2%+1.0%0.000%
10/10/2025 Matauro LLC37,275$9.49M1.5%+12.3%0.000%
10/10/2025 Fairvoy Private Wealth LLC48,648$12.39M2.8%+2.1%0.000%
10/10/2025 Quotient Wealth Partners LLC78,703$20.04M0.5%+5.4%0.001%
10/10/2025 Abound Wealth Management38,940$9.92M2.5%-2.7%0.000%
10/10/2025 Castleview Partners LLC37,051$9.43M5.1%+8.3%0.000%
10/10/2025 Advance Capital Management Inc.32,259$8.21M0.4%-0.5%0.000%
10/10/2025 Perpetual Ltd82,075$20.90M0.3%+17.9%0.001%
10/10/2025 Focus Financial Network Inc.353,651$90.05M3.2%-1.9%0.002%
10/10/2025 KMG Fiduciary Partners LLC289,888$73.81M5.0%+1.0%0.002%
10/10/2025 Rydar Equities Inc.38,691$9.88M7.9%-9.8%0.000%
10/10/2025 Signal Advisors Wealth LLC73,713$18.77M1.7%+7.1%0.000%
10/10/2025 Fiduciary Financial Group LLC194,916$49.63M7.8%+5.3%0.001%
10/10/2025 Sunflower Bank N.A.13,073$3.33M0.8%-1.9%0.000%
10/9/2025 CGN Advisors LLC50,055$12.75M1.0%+5.6%0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC1,705,709$434.33M5.7%-1.4%0.011%
10/9/2025 Independence Bank of Kentucky121,294$30.89M4.0%+1.6%0.001%
10/9/2025 TradeWell Securities LLC.160,778$41.07M17.3%-0.5%0.001%
10/9/2025 Jackson Square Capital LLC115,270$29.35M6.4%+70.3%0.001%
10/9/2025 Secure Asset Management LLC62,425$15.95M2.6%+4.3%0.000%
10/9/2025 Baker Tilly Wealth Management LLC25,938$6.61M1.5%+6.7%0.000%
10/9/2025 AdvisorNet Financial Inc117,795$29.99M1.7%+9.2%0.001%
10/9/2025 Financial Enhancement Group LLC57,972$14.96M2.0%+8.0%0.000%
10/9/2025 Norman Fields Gottscho Capital Management LLC120,133$30.59M9.8%-1.4%0.001%
10/9/2025 Meadowbrook Wealth Management LLC4,509$1.15M1.2%N/A0.000%
10/9/2025 Lifestyle Asset Management Inc.13,652$3.48M1.2%+33.6%0.000%
10/9/2025 Two Point Capital Management Inc.63,032$16.05M6.5%-1.8%0.000%
10/9/2025 Brady Family Wealth LLC102,864$26.19M8.1%-5.0%0.001%
10/9/2025 Centurion Wealth Management LLC75,323$19.18M4.4%+6.0%0.001%
10/9/2025 Ridgepath Capital Management LLC4,921$1.25M0.5%-6.3%0.000%
10/9/2025 L. Roy Papp & Associates LLP238,148$60.64M6.8%-1.1%0.002%
10/9/2025 McHugh Group LLC35,809$9.12M5.5%-0.2%0.000%
10/9/2025 Capstone Wealth Management LLC8,537$2.17M1.7%+0.5%0.000%
10/9/2025 Shelton Wealth Management LLC7,156$1.82M0.8%-12.8%0.000%
10/9/2025 Whitcomb & Hess Inc.3,579$911K0.2%+3.1%0.000%
10/9/2025 Curated Wealth Partners LLC44,736$11.39M1.4%-5.8%0.000%
10/9/2025 Sowa Financial Group Inc.101,780$25.92M14.5%-2.9%0.001%
10/9/2025 IVC Wealth Advisors LLC58,643$14.93M6.7%-2.0%0.000%
10/9/2025 Sprinkle Financial Consultants LLC10,481$2.67M1.5%+3.2%0.000%
10/9/2025 Toth Financial Advisory Corp86,233$21.96M2.4%+0.4%0.001%
10/9/2025 Compton Wealth Advisory Group LLC63,621$16.20M3.7%-0.8%0.000%
10/9/2025 Kessler Investment Group LLC29,259$7.45M3.2%+8.0%0.000%
10/9/2025 BDF Gestion296,502$75.50M9.0%-13.9%0.002%
10/9/2025 Zevenbergen Capital Investments LLC476,051$121.22M2.4%+0.0%0.003%
10/9/2025 LVM Capital Management Ltd. MI381,204$97.07M9.3%-1.6%0.003%
(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, 5,943 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($290.51B), State Street Corp ($123.36B), FMR LLC ($85.55B), Geode Capital Management LLC ($72.51B), Berkshire Hathaway Inc ($57.45B), 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 4,949 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 ($164.11M), Vanguard Group Inc. ($88.18M), Nuveen LLC ($78.66M), State Street Corp ($61.16M), and GAMMA Investing LLC ($60.15M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,536,978,179 shares in the last 24 months. This purchase volume represents approximately $347.57B in transactions.

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

Of the 4,256 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 ($120M), 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 ($49.19M), 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 692,842,035 shares in the last 24 months. This volume of shares sold represents approximately $161.04B in transactions.



This page (NASDAQ:AAPL) was last updated on 10/14/2025 by MarketBeat.com Staff
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