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Apple (AAPL) Institutional Ownership

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$333.02 +11.36 (+3.53%)
Closing price 04:00 PM Eastern
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$333.60 +0.58 (+0.17%)
As of 07:34 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)
4126
Total
Institutional Inflows
(last 12 months)
$243.01B
Number of
Institutional Sellers
(last 12 months)
4187
Total
Institutional Outflows
(last 12 months)
$130.72B
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Skip Chart & View Institutional Buying and Selling Data

AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2026 Processus Wealth & Capital Management LLC40,215$11.64M3.9%+0.6%0.000%
7/14/2026 Trust Asset Management LLC163,144$47K0.0%-2.7%0.001%
7/12/2026 First Community Trust NA41,805$12.10M5.5%-9.0%0.000%
7/12/2026 Walker Asset Management LLC20,769$6.01M3.0%+0.2%0.000%
7/10/2026 Lee Kelleher & Klein Wealth Management1,638$474K0.2%+7.3%0.000%
7/10/2026 Regent Peak Wealth Advisors LLC108,166$31.30M5.7%+0.3%0.001%
7/10/2026 GoalFusion Wealth Management LLC6,014$1.74M0.7%+43.1%0.000%
7/10/2026 Bank & Trust Co12,810$3.71M2.3%-1.0%0.000%
7/10/2026 Buska Wealth Management LLC1,959$567K0.2%+17.0%0.000%
7/10/2026 Wedge Capital Management L L P NC22,866$6.62M0.1%-10.2%0.000%
7/10/2026 Abound Wealth Management38,371$11.10M2.2%-9.2%0.000%
7/10/2026 Northside Capital Management LLC91,000$26.33M2.2%-2.5%0.001%
7/10/2026 Investors Research Corp13,234$3.83M0.7%-10.1%0.000%
7/10/2026 Annex Advisory Services LLC453,907$131.34M2.2%-1.4%0.003%
7/10/2026 Insight Wealth Strategies LLC47,318$13.93M1.4%+3.7%0.000%
7/10/2026 Accel Wealth Management27,875$8.07M1.8%-2.0%0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.25,069$7.25M1.8%-2.2%0.000%
7/10/2026 Financial Planning Fort Collins LLC704$223K0.2%N/A0.000%
7/10/2026 Hudson Value Partners LLC61,779$17.88M4.5%-2.5%0.000%
7/10/2026 Processus Wealth & Capital Management LLC40,215$11.64M6.8%+0.6%0.000%
7/10/2026 Whitener Capital Management Inc.90,157$26.09M5.5%-0.8%0.001%
7/10/2026 Heck Capital Advisors LLC66,240$19.17M1.1%+184.1%0.000%
7/10/2026 Taylor & Morgan Wealth Management LLC25,252$7.31M3.6%-1.4%0.000%
7/10/2026 Adirondack Capital Advisors LLC9,377$2.71M1.5%-1.1%0.000%
7/10/2026 FORM Wealth Advisors LLC5,651$1.64M0.2%-2.5%0.000%
7/10/2026 JFS Wealth Advisors LLC97,671$28.26M1.4%-1.6%0.001%
7/10/2026 DiNuzzo Private Wealth Inc.11,394$3.30M0.3%-2.2%0.000%
7/10/2026 Cardinal Capital Management Inc.1,073$310K0.0%+7.6%0.000%
7/10/2026 Magnolia Capital Management Ltd.25,578$7.40M5.1%-23.3%0.000%
7/10/2026 Tema ETFs LLC109,937$31.81M1.0%+10.7%0.001%
7/10/2026 Haven Capital Group Inc.40,976$11.86M9.8%+0.3%0.000%
7/10/2026 Nvest Wealth Strategies Inc.1,567$453K0.3%-22.9%0.000%
7/10/2026 Sunesis Advisors LLC2,893$837K0.3%+15.0%0.000%
7/10/2026 GenWealth Group Inc.19,656$5.69M0.9%-1.4%0.000%
7/10/2026 Dagco Inc.51,238$14.83M2.7%+10.0%0.000%
7/10/2026 West Branch Capital LLC148,498$42.97M10.0%-2.0%0.001%
7/10/2026 Canvas Wealth Advisors LLC106,892$30.93M4.3%+1.3%0.001%
7/10/2026 Rise Advisors LLC16,893$4.89M1.4%+1.5%0.000%
7/10/2026 Arkfeld Wealth Strategies L.L.C.68,150$21.31M6.4%-2.0%0.000%
7/10/2026 Nolet Wealth Management LLC10,866$3.14M1.7%+15.1%0.000%
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7/10/2026 William Mack & Associates Inc.35,364$10.23M3.6%+16.5%0.000%
7/10/2026 Fruth Investment Management23,416$6.78M1.6%-0.2%0.000%
7/10/2026 Fiduciary Financial Group LLC193,182$55.90M6.3%+0.2%0.001%
7/10/2026 Farrell Financial LLC31,528$9.12M4.9%-0.4%0.000%
7/10/2026 Lam Group Inc.3,548$1.03M0.5%+2.6%0.000%
7/10/2026 Stonekeep Investments LLC7,828$2.27M1.3%+11.6%0.000%
7/10/2026 Partnership Wealth Management LLC4,633$1.34M0.9%-5.8%0.000%
7/10/2026 G&S Capital LLC18,601$5.38M1.6%-6.2%0.000%
7/10/2026 Lederer & Associates Investment Counsel CA45,733$13.23M8.7%-5.2%0.000%
7/10/2026 Kentucky Trust Co30,375$8.79M4.2%+0.1%0.000%
7/10/2026 Torren Management LLC848$245K0.1%-7.6%0.000%
7/10/2026 Doliver Advisors LP26,855$7.77M1.8%-1.0%0.000%
7/10/2026 Diversified Management Inc.69,380$20.08M4.3%-4.9%0.000%
7/10/2026 Clarus Wealth Advisors17,468$5.47M2.1%-36.2%0.000%
7/10/2026 Peoples Bank KS14,951$4.33M4.2%+12.0%0.000%
7/10/2026 Generali Investments Management Co LLC80,362$23.25M5.0%-6.2%0.001%
7/10/2026 E. Ohman J or Asset Management AB850,401$246.07M5.7%+0.0%0.006%
7/10/2026 Handelsbanken Fonder AB6,910,385$2.00B5.7%-3.3%0.047%
7/10/2026 Wealth Group Ltd7,298$2.11M0.4%-2.0%0.000%
7/10/2026 City Holding Co.97,401$28.18M3.2%-1.7%0.001%
7/10/2026 Orrstown Financial Services Inc.21,405$6.19M0.9%-4.4%0.000%
7/10/2026 Charles Schwab Trust Co54,258$15.70M0.9%+5.1%0.000%
7/10/2026 Salvus Wealth Management LLC20,064$5.81M3.3%-2.5%0.000%
7/10/2026 BFI Infinity Ltd.14,548$4.21M1.3%+1,516.4%0.000%
7/10/2026 KWB Wealth16,563$4.79M0.4%+4.2%0.000%
7/10/2026 Prosperity Planning Inc.11,657$3.37M0.8%+9.3%0.000%
7/10/2026 Financial Designs Corp3,020$874K0.5%-1.3%0.000%
7/10/2026 Scott Capital Advisors LLC3,237$937K0.1%+6.4%0.000%
7/10/2026 Spinnaker Investment Group LLC46,933$13.58M2.2%+10.8%0.000%
7/10/2026 Affiance Financial LLC35,289$10.21M1.5%-9.6%0.000%
7/10/2026 Highland Financial Advisors LLC7,679$2.22M0.5%+1.9%0.000%
7/10/2026 Carolina Wealth Advisors LLC1,933$559K0.2%-2.5%0.000%
7/10/2026 SMI Advisory Services LLC739$231K0.0%N/A0.000%
7/10/2026 ShankerValleau Wealth Advisors Inc.10,592$3.07M0.8%-3.3%0.000%
7/10/2026 Fulcrum Equity Management10,632$3.08M2.3%+2.0%0.000%
7/10/2026 KMG Fiduciary Partners LLC240,401$69.56M6.5%-15.8%0.002%
7/10/2026 William Howard & Co Financial Advisors Inc6,307$1.83M1.4%-1.6%0.000%
7/10/2026 Redhawk Wealth Advisors Inc.55,245$15.99M1.6%+0.4%0.000%
7/10/2026 Sage Capital Advisors llc142,681$41.29M8.6%-2.0%0.001%
7/10/2026 Sherman Wealth Management LLC8,641$2.50M1.9%-4.7%0.000%
7/10/2026 LVM Capital Management Ltd. MI364,448$105.46M8.8%-0.8%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors84,986$24.59M2.7%-4.1%0.001%
7/10/2026 Sterling Investment Advisors LLC ADV820$237K0.1%-12.8%0.000%
7/10/2026 Community Financial Services Group LLC102,236$30.10M4.4%+1.0%0.001%
7/10/2026 Constitution Capital LLC31,178$9.02M4.6%-4.1%0.000%
7/10/2026 Hoffman Alan N Investment Management307,561$89.00M52.6%-0.7%0.002%
7/10/2026 Alliance Private Wealth LLC10,729$3.11M1.1%-23.4%0.000%
7/10/2026 Fulton Bank N.A.270,032$78.14M2.4%-1.5%0.002%
7/10/2026 AdviceOne Advisory Services LLC14,638$4.24M2.4%+1.8%0.000%
7/10/2026 Choice Wealth Advisors LLC33,025$9.56M3.4%+0.1%0.000%
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7/10/2026 Wealthcare Advisory Partners LLC198,490$57.44M1.1%-24.4%0.001%
7/10/2026 Paladin Wealth LLC12,155$3.52M2.0%+0.6%0.000%
7/10/2026 FFG Retirement Advisors LLC717$207K0.1%N/A0.000%
7/9/2026 Charis Legacy Partners LLC3,631$1.05M1.3%-2.9%0.000%
7/9/2026 Financial Management Professionals Inc.28,077$8.12M0.8%+9.0%0.000%
7/9/2026 Harrell Investment Partners LLC103,658$29.99M6.5%-1.4%0.001%
7/9/2026 First Bank & Trust63,064$18.25M2.7%+0.9%0.000%
7/9/2026 Revolve Wealth Partners LLC71,400$20.66M2.1%+5.1%0.000%
7/9/2026 Ares Financial Consulting LLC9,486$2.75M1.9%+1.0%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC45,444$13.15M3.8%-1.3%0.000%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,525 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($387.75B), State Street Corp ($164.22B), Geode Capital Management LLC ($97.03B), FMR LLC ($85.55B), Morgan Stanley ($62.66B), Berkshire Hathaway Inc ($61.96B), and Price T Rowe Associates Inc. MD ($55.32B).Learn more on Apple's institutional investors.

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

Of the 5,587 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 ($569.22M), Kingstone Capital Partners Texas LLC ($205.69M), Vanguard Group Inc. ($96.17M), International Assets Investment Management LLC ($93.89M), Nuveen LLC ($81.38M), State Street Corp ($67.71M), and GAMMA Investing LLC ($60.09M).

Institutional investors have bought a total of 995,423,948 shares in the last 24 months. This purchase volume represents approximately $243.01B in transactions.

Of the 4,174 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 ($72.08M), PKS Advisory Services LLC ($57.90M), Cardano Risk Management B.V. ($37.64M), Laurel Wealth Advisors LLC ($26.94M), Vanguard Group Inc. ($16.51M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($15.00M), and Arrowstreet Capital Limited Partnership ($13.07M).

Institutional investors have sold a total of 522,212,084 shares in the last 24 months. This volume of shares sold represents approximately $130.72B in transactions.


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This page (NASDAQ:AAPL) was last updated on 7/24/2026 by MarketBeat.com Staff.
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