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Apple (AAPL) Institutional Ownership

Apple logo
$308.82 0.00 (0.00%)
Closing price 05/22/2026 04:00 PM Eastern
Extended Trading
$308.36 -0.46 (-0.15%)
As of 05/22/2026 07:59 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 Massive. Learn more.

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
4281
Total
Institutional Inflows
(last 12 months)
$288.31B
Number of
Institutional Sellers
(last 12 months)
4337
Total
Institutional Outflows
(last 12 months)
$131.09B
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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
5/22/2026 Summitry LLC179,522$45.56M1.6%+99.9%0.001%
5/22/2026Groupama Asset Managment1,227,358$311.49M4.5%-2.7%0.008%
5/22/2026WNY Asset Management LLC65,378$16.59M1.7%N/A0.000%
5/22/2026Coastline Complete Wealth LLC3,154$801K0.5%+25.4%0.000%
5/22/2026Independent Wealth Advisors LLC4,442$1.13M1.1%+2.0%0.000%
5/22/2026 Segall Bryant & Hamill LLC374,207$94.97M1.2%-5.9%0.003%
5/22/2026Wellington Grp LLC21,831$5.54M1.7%+3.1%0.000%
5/22/2026Verus Capital Partners LLC614,413$155.93M10.7%-3.8%0.004%
5/22/2026Access Investment Management LLC865$220K0.1%-19.4%0.000%
5/21/2026 Montchanin Asset Management LLC60,254$15.29M15.5%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC79,208$20.10M4.5%-3.9%0.001%
5/21/2026 Compass Capital Management Inc.55,645$14.12M0.8%-1.6%0.000%
5/21/2026 GKV Capital Management Co. Inc.31,146$7.91M2.8%+46.6%0.000%
5/21/2026 Argent Capital Management LLC346,110$87.84M2.8%-6.2%0.002%
5/21/2026 Front Street Capital Management Inc.29,870$7.58M1.0%-1.4%0.000%
5/21/2026 Essential Partners LLC7,034$1.79M0.6%+2.0%0.000%
5/21/2026 Vestor Capital LLC331,070$84.02M6.1%+231.0%0.002%
5/21/2026 J. Derek Lewis & Associates Inc.70,816$17.97M4.0%+1.7%0.000%
5/21/2026 BankChampaign National Association6,178$1.57M1.6%N/A0.000%
5/21/2026 Groupe la Francaise1,126,001$283.86M3.9%+14.5%0.008%
5/20/2026 CCM Investment Advisers LLC123,594$31.37M3.0%-1.8%0.001%
5/20/2026 Liontrust Investment Partners LLP162,533$41.25M0.6%+22.9%0.001%
5/20/2026 Hobbs Group Advisors LLC13,394$3.40M1.0%+1.3%0.000%
5/20/2026 January Capital Advisors LLC1,600$406K0.5%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC151,546$38.44M2.3%-5.7%0.001%
5/20/2026 Union Heritage Capital LLC46,888$11.90M4.4%-32.8%0.000%
5/20/2026 SOA Wealth Advisors LLC.247,542$62.82M6.7%-6.4%0.002%
5/20/2026 Leigh Baldwin & CO. LLC17,637$4.48M2.9%-1.3%0.000%
5/20/2026 FinArc Investments Inc.9,139$2.32M2.2%N/A0.000%
5/20/2026 TrueWealth Financial Partners15,158$3.85M1.5%N/A0.000%
5/20/2026 Norris Financial Group LLC31,633$8.03M2.6%N/A0.000%
5/19/2026 Front Row Advisors LLC128,757$32.68M11.1%-0.6%0.001%
5/19/2026 Western Wealth Management LLC348,678$88.49M3.2%+32.5%0.002%
5/19/2026 McIlrath & Eck LLC58,866$14.94M1.1%+10.1%0.000%
5/19/2026 Financial Avengers Inc.86,019$21.83M10.0%-3.8%0.001%
5/19/2026 Mascagni Wealth Management Inc.20,292$5.15M3.7%-0.7%0.000%
5/19/2026 Sonoma Allocations LLC13,329$3.37M1.2%-4.8%0.000%
5/19/2026 Eley Financial Management Inc31,838$8.08M2.8%+0.2%0.000%
5/19/2026 Park State Asset Management53,271$13.52M10.2%-1.6%0.000%
5/19/2026 Orographic Financial Advisors LLC32,226$8.18M5.8%N/A0.000%
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5/19/2026 Cim Investment Management Inc.44,487$11.29M3.0%-0.4%0.000%
5/19/2026 Silicon Valley Capital Partners204,015$51.78M5.1%-2.1%0.001%
5/19/2026 Cornerstone Wealth LLC TN8,351$2.26M1.3%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC60,128$15.26M4.8%+2.6%0.000%
5/19/2026 Ariadne Wealth Management LP10,321$2.62M1.2%-3.5%0.000%
5/19/2026 Bank of America Corp DE120,727,964$30.64B2.2%-2.3%0.822%
5/19/2026 Hamilton Wealth LLC364,434$92.49M6.6%+203.5%0.002%
5/19/2026 Twin Lakes Capital Management LLC81,416$20.66M7.8%-0.1%0.001%
5/19/2026 Wilson & Boucher Capital Management LLC33,634$8.54M5.7%-0.2%0.000%
5/19/2026 Alexander Labrunerie & CO. Inc.102,142$25.92M9.7%-1.3%0.001%
5/19/2026 Tanaka Capital Management Inc.12,859$3.26M3.9%-0.6%0.000%
5/19/2026 Edgestream Partners L.P.21,110$5.36M0.2%-68.4%0.000%
5/19/2026 Financial Insights Inc.49,313$12.52M4.1%+1.6%0.000%
5/19/2026 Kensington Investment Counsel LLC61,300$15.56M7.5%-2.1%0.000%
5/19/2026 H&H International Investment LLC28,945,607$7.35B36.7%-10.5%0.197%
5/19/2026 Kentucky Retirement Systems74,284$18.85M0.7%-91.9%0.001%
5/19/2026 JTC Employer Solutions Trustee Ltd74,978$19.02M1.6%-0.2%0.001%
5/19/2026 Kentucky Retirement Systems Insurance Trust Fund384,322$97.54M6.6%+0.2%0.003%
5/19/2026 Chesapeake Wealth Management44,577$11.31M3.5%-2.8%0.000%
5/19/2026 Cassady Wealth & Retirement Planning LLC2,570$697K0.3%-6.0%0.000%
5/19/2026 Janus Henderson Group PLC26,916,594$6.80B3.2%-1.6%0.183%
5/19/2026 Centaurus Financial Inc.212,892$54.03M2.6%+5.6%0.001%
5/19/2026 Cim LLC69,169$17.55M2.5%-5.5%0.000%
5/19/2026 Oddo BHF Asset Management Sas463,287$117.58M4.7%+0.1%0.003%
5/19/2026 Bull Harbor Capital LLC27,746$7.04M1.9%N/A0.000%
5/19/2026 Strategic Investment Advisors MI100,915$25.62M1.8%+36.0%0.001%
5/19/2026 Ashton Thomas Securities LLC59,048$15.00M1.9%+61.0%0.000%
5/19/2026 Arkadios Wealth Advisors691,690$175.54M2.9%+6.7%0.005%
5/19/2026 South Dakota Investment Council749,700$190.27M3.6%-0.4%0.005%
5/19/2026 IFS Group LLC6,769$1.72M1.5%N/A0.000%
5/19/2026 Claris Financial LLC33,714$8.56M4.7%-2.5%0.000%
5/19/2026 Strategic Planning Inc.79,986$20.30M10.2%-0.7%0.001%
5/19/2026 Altshuler Shaham Ltd591,698$150.17M2.4%+165.2%0.004%
5/19/2026 Encore Global Management LP7,500$1.90M1.3%N/A0.000%
5/19/2026 Smith Group Asset Management LLC311,523$79.06M4.0%+4.9%0.002%
5/19/2026 Arete Wealth Advisors LLC66,329$16.83M1.2%-58.7%0.000%
5/19/2026 Pine Ridge Advisers LLC31,205$7.92M0.5%+14.3%0.000%
5/19/2026 Opal Capital LLC23,852$6.05M1.1%-16.1%0.000%
5/18/2026 Kanen Wealth Management LLC7,100$1.80M0.6%N/A0.000%
5/18/2026 Sunbelt Securities Inc.126,284$32.05M2.0%+0.8%0.001%
5/18/2026 Guardian Partners Inc.97,376$24.77M2.1%-7.5%0.001%
5/18/2026 MSA Advisors LLC91,967$23.34M7.0%+29.3%0.001%
5/18/2026 Amundi73,082,616$18.55B5.0%+23.2%0.498%
5/18/2026 Gould Capital LLC19,658$4.99M3.0%-1.1%0.000%
5/18/2026 Constant Guidance Financial LLC13,904$3.53M2.4%-24.3%0.000%
5/18/2026 Adalta Capital Management LLC7,500$1.90M0.9%-2.6%0.000%
5/18/2026 EverSource Wealth Advisors LLC254,789$64.66M2.0%+39.2%0.002%
5/18/2026 Empire Financial Management Company LLC54,885$13.93M3.1%-9.2%0.000%
5/18/2026 Talon Private Wealth LLC22,018$5.59M0.7%N/A0.000%
5/18/2026 California State Teachers Retirement System22,272,610$5.65B6.0%-3.1%0.152%
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5/18/2026 Core Wealth Advisors Inc.18,518$4.70M1.1%+1.4%0.000%
5/18/2026 Resources Management Corp CT ADV192,274$48.80M6.5%+0.3%0.001%
5/18/2026 Rivernorth Capital Management LLC3,147$799K0.0%N/A0.000%
5/18/2026 ROI Financial Advisors LLC38,275$9.71M5.8%-0.9%0.000%
5/18/2026 Richwood Investment Advisors LLC11,070$2.81M2.1%+0.6%0.000%
5/18/2026 Rokos Capital Management LLP1,512,744$383.90M2.9%+135.1%0.010%
5/18/2026 Ruane Cunniff & Goldfarb L.P.961$244K0.0%+7.9%0.000%
5/18/2026 East Coast Asset Management LLC.38,704$9.82M3.2%-2.3%0.000%
5/18/2026 Eley Financial Management Inc31,977$8.12M2.9%+0.6%0.000%
5/18/2026 Elite Wealth Management Inc.42,464$10.78M3.5%+34.1%0.000%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,515 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 5,612 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 ($60.11M).

Institutional investors have bought a total of 1,216,385,350 shares in the last 24 months. This purchase volume represents approximately $288.31B in transactions.

Of the 4,337 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. ($37.60M), 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 526,555,467 shares in the last 24 months. This volume of shares sold represents approximately $131.09B in transactions.



This page (NASDAQ:AAPL) was last updated on 5/25/2026 by MarketBeat.com Staff.
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