Free Trial
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free AAPL Stock Alerts

Apple (AAPL) Institutional Ownership

Apple logo
$340.97 +4.33 (+1.29%)
Closing price 10/12/2026 04:00 PM Eastern
Extended Trading
$343.77 +2.80 (+0.82%)
As of 08:53 AM 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.
Compare

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
4076
Total
Institutional Inflows
(last 12 months)
$402.09B
Number of
Institutional Sellers
(last 12 months)
3934
Total
Institutional Outflows
(last 12 months)
$113.65B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AAPL Institutional Buying and Selling by Quarter

Apple Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Terra Nova Asset Management LLC18,214$5.76M4.0%+53.1%0.000%
10/13/2026Stegent Equity Advisors Inc.8,617$2.87M2.3%-7.5%0.000%
10/13/2026Fermata Advisors LLC57,818$19.25M3.7%-7.5%0.000%
10/13/2026JBGlobal.com LLC8,496$2.83M2.5%-1.2%0.000%
10/13/2026NorthCrest Asset Manangement LLC542,787$182.22M4.2%+15.4%0.004%
10/13/2026DWR Wealth Management LLC25,457$8.39M5.8%-7.1%0.000%
10/13/2026Haven Capital Group Inc.41,123$13.70M10.6%+0.4%0.000%
10/13/2026Avior Wealth Management LLC178,153$58.98M1.6%-1.9%0.001%
10/13/2026Baldwin Wealth Partners LLC MA348,842$115.88M7.8%-0.8%0.002%
10/13/2026Perpetual Ltd98,637$32.85M0.5%-9.4%0.001%
10/13/2026Woodstock Corp165,126$54.99M4.4%-0.5%0.001%
10/13/2026Vertrix Wealth Management LLC30,897$10.29M3.5%-0.7%0.000%
10/13/2026Midwest Financial Network LLC972$324K0.2%-5.5%0.000%
10/13/2026JGP Wealth Management LLC233,607$77.80M6.7%+0.3%0.002%
10/13/2026Burkett Asset Management Ltd3,084$1.03M1.0%-4.4%0.000%
10/13/2026Paller Financial Services Inc1,634$544K0.4%-10.0%0.000%
10/13/2026Consolidated Capital Management LLC57,227$19.06M5.2%-0.3%0.000%
10/10/2026Integrated Financial Solutions Inc.120,009$39.97M20.8%-0.6%0.001%
10/10/2026Sacks & Associates LLC1,344$448K0.3%N/A0.000%
10/10/2026HF Advisory Group LLC11,290$3.66M0.9%+7.3%0.000%
10/10/2026Adirondack Capital Advisors LLC9,590$3.19M1.7%+2.3%0.000%
10/10/2026Councilor Wealth LLC10,312$3.43M1.4%-3.2%0.000%
10/10/2026Roan Capital Partners36,781$12.25M9.0%+1,096.5%0.000%
10/10/2026Montz Harcus Wealth Management LLC35,987$11.99M4.7%+2.8%0.000%
10/10/2026RTD Financial Advisors Inc.7,954$2.59M0.3%+8.3%0.000%
10/10/2026Gallagher Capital Advisors LLC29,046$9.67M4.9%+1.3%0.000%
10/10/2026Dupree Financial Group LLC19,497$6.49M1.7%+2.2%0.000%
10/10/2026Baron Financial Group LLC5,737$1.91M1.0%-4.2%0.000%
10/10/2026Taylor & Morgan Wealth Management LLC25,021$8.33M4.6%-0.9%0.000%
10/10/2026Arbor Wealth Advisors LLC1,439$479K0.3%-16.8%0.000%
10/10/2026Armstrong Advisory Group Inc.78,292$26.06M1.6%+2.2%0.001%
10/10/2026Wealth Science Advisors LLC9,677$3.22M1.4%-15.9%0.000%
10/10/2026Oak Grove Capital LLC95,627$31.85M1.4%+13.3%0.001%
10/10/2026Magnolia Capital Management Ltd.25,258$8.41M6.9%-1.3%0.000%
10/10/2026Gilpin Wealth Management LLC14,261$4.65M3.1%+23.1%0.000%
10/10/2026Capital Planning LLC21,919$7.30M2.0%+0.3%0.000%
10/10/2026jvl associates llc48,665$16.21M4.7%+0.9%0.000%
10/10/2026Jacobs & Co. CA239,202$79.66M7.1%+2.2%0.002%
10/10/2026Friday Financial24,653$8.14M1.6%+20.8%0.000%
10/10/2026ANB Bank44,670$14.44M5.5%+17.8%0.000%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
10/10/2026Valley Wealth Managers Inc.182,489$60.77M3.0%-1.1%0.001%
10/10/2026Argus Investors Counsel Inc.16,561$5.47M4.4%+4.7%0.000%
10/10/2026Atlas Brown Inc.66,387$22.11M5.9%-0.9%0.000%
10/10/2026Davidson Trust Co.55,267$18.41M7.2%-2.2%0.000%
10/10/2026Freestate Advisors LLC4,505$1.50M1.1%+2.4%0.000%
10/10/2026Castleview Partners LLC36,018$11.31M4.9%+50.1%0.000%
10/9/2026Stokes Capital Advisors LLC57,932$18.58M4.3%+25.8%0.000%
10/9/2026Mirador Capital Partners LP125,280$41.72M4.9%+1.2%0.001%
10/9/2026CogentBlue Wealth Advisors LLC1,479$492K0.5%-89.0%0.000%
10/9/2026Fell Capital Management ADV19,317$6.43M5.5%-7.0%0.000%
10/9/2026Capital Advisors Wealth Management LLC57,688$19.21M2.2%-0.8%0.000%
10/9/2026Williams & Novak Wealth Management LLC14,123$4.70M2.8%+10.4%0.000%
10/9/2026Kaizen Financial Strategies52,899$17.62M7.2%-4.8%0.000%
10/9/2026RFG Bristol Wealth Advisors LLC24,843$8.27M2.0%-1.4%0.000%
10/9/2026Biltmore Wealth Management LLC5,901$1.97M0.6%+0.9%0.000%
10/9/2026Sound Income Strategies LLC96,557$32.87M0.8%+0.8%0.001%
10/9/2026GK Wealth Management LLC6,269$2.08M1.1%-28.2%0.000%
10/9/2026Balefire LLC40,967$13.46M2.1%+42.7%0.000%
10/9/2026Decker Wealth Management LLC60,222$19.96M4.1%+9.5%0.000%
10/9/2026Sprinkle Financial Consultants LLC9,811$3.27M1.2%-2.6%0.000%
10/9/2026Castle Rock Wealth Management LLC47,042$15.70M3.0%-12.1%0.000%
10/9/2026David J Yvars Group21,461$7.15M3.3%-2.0%0.000%
10/9/2026Lincoln Capital LLC58,198$19.22M3.4%+3.4%0.000%
10/9/2026Successful Portfolios LLC19,823$6.60M3.1%+0.2%0.000%
10/9/2026Bill Few Associates Inc.108,076$35.57M6.8%+6.7%0.001%
10/9/2026Cypress Financial Planning LLC9,705$3.23M0.9%-7.8%0.000%
10/9/2026Shulman DeMeo Asset Management LLC61,220$20.38M7.1%-1.3%0.000%
10/9/2026Thryve Wealth Management LLC2,631$876K0.5%+3.3%0.000%
10/9/2026Draper Asset Management LLC121,157$40.35M18.5%-1.6%0.001%
10/9/2026Avity Investment Management Inc.248,138$82.64M5.0%-4.7%0.002%
10/9/2026Bullock Wealth Management Group18,375$5.75M2.4%+43.8%0.000%
10/9/2026Avaii Wealth Management LLC22,229$7.42M2.0%+9.7%0.000%
10/9/2026Peoples Bank KS13,726$4.57M4.3%-8.2%0.000%
10/9/2026DKM Wealth Management Inc.22,456$7.48M4.8%-0.7%0.000%
10/9/2026Wedmont Private Capital342,827$116.49M2.8%+13.6%0.002%
10/9/2026Dale Q Rice Investment Management Ltd103,420$34.39M19.3%+0.6%0.001%
10/9/2026Intelligence Driven Advisers LLC65,345$21.76M3.8%-3.0%0.000%
10/9/2026Athena Wealth Management LLC21,477$7.15M5.2%+8.1%0.000%
10/9/2026Journey Retirement Planning & Investment Management LLC8,921$2.97M2.0%+31.5%0.000%
10/9/2026Gouws Capital LLC37,504$12.49M6.1%+136.9%0.000%
10/9/2026Cadent Capital Advisors LLC54,321$18.09M3.9%-0.2%0.000%
10/9/2026BOS Asset Management LLC28,736$9.57M2.2%-1.6%0.000%
10/9/2026Central Bank & Trust Co.106,981$34.74M5.3%+16.8%0.001%
10/9/2026WoodTrust Financial Corp88,027$28.99M3.6%+4.4%0.001%
10/9/2026Paragon Capital Management Ltd12,945$4.31M0.8%-2.2%0.000%
10/9/2026Insight Wealth Strategies LLC47,432$15.80M1.6%+0.2%0.000%
10/9/2026Douglas Lane & Associates LLC291,349$89.26M1.1%+76.3%0.002%
10/9/2026Dakota Community Bank & Trust NA3,375$1.12M2.9%+18.0%0.000%
10/9/2026Cypress Asset Management Inc. TX103,497$34.42M7.1%-3.2%0.001%
10/9/2026McNaughton Wealth Management LLC10,643$3.54M1.2%+4.2%0.000%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
10/9/2026Vilga Financial Planning LLC12,998$4.33M2.6%-1.9%0.000%
10/9/2026Graves Light Lenhart Wealth Inc.101,590$33.83M3.1%-4.7%0.001%
10/9/2026Hummer Financial Advisory Services Inc6,253$2.02M1.6%+22.5%0.000%
10/9/2026Legacy Wealth Asset Management LLC18,898$6.29M1.3%-0.5%0.000%
10/9/2026Chapin Davis Inc.77,930$25.95M5.2%+0.5%0.001%
10/9/2026Prosperity Planning Inc.11,740$3.91M0.9%+0.7%0.000%
10/9/2026Hardin Capital Partners LLC5,075$1.69M0.7%+30.1%0.000%
10/9/2026Post Resch Tallon Group Inc.6,183$2.06M1.4%+2.4%0.000%
10/9/2026Financial Designs Corp3,123$1.04M0.5%+3.4%0.000%
10/9/2026Inspirion Wealth Advisors LLC53,017$17.66M2.0%-2.8%0.000%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,575 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($387.75B), State Street Corp ($182.90B), Geode Capital Management LLC ($97.03B), FMR LLC ($85.55B), Berkshire Hathaway Inc ($65.95B), Morgan Stanley ($62.66B), 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 5,637 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), Berkshire Hathaway Inc ($227.92M), Kingstone Capital Partners Texas LLC ($205.69M), Bank of America Corp DE ($127.82M), Legal & General Group Plc ($108.01M), Vanguard Group Inc. ($96.17M), and State Street Corp ($96.04M).

Institutional investors have bought a total of 1,439,000,732 shares in the last 24 months. This purchase volume represents approximately $402.09B in transactions.

Of the 3,934 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: PKS Advisory Services LLC ($57.90M), Berkshire Hathaway Inc ($52.08M), Cardano Risk Management B.V. ($37.64M), Laurel Wealth Advisors LLC ($26.94M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($16.51M), Vanguard Group Inc. ($16.51M), and Arrowstreet Capital Limited Partnership ($10.80M).

Institutional investors have sold a total of 434,996,826 shares in the last 24 months. This volume of shares sold represents approximately $113.65B in transactions.


Related Companies

Institutional ownership data for NASDAQ:AAPL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel