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Apple (AAPL) Institutional Ownership

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$291.13 -4.50 (-1.52%)
Closing price 06/12/2026 04:00 PM Eastern
Extended Trading
$291.50 +0.38 (+0.13%)
As of 06/12/2026 07:59 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)
4293
Total
Institutional Inflows
(last 12 months)
$287.13B
Number of
Institutional Sellers
(last 12 months)
4344
Total
Institutional Outflows
(last 12 months)
$131.06B
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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
6/12/2026S&A Financial Services Inc.19,057$4.84M3.3%N/A0.000%
6/11/2026 E Wealth Partners LLC34,778$8.83M7.1%-0.8%0.000%
6/11/2026 LFG Wealth Partners LLC37,106$9.42M5.7%+20.6%0.000%
6/11/2026 Three Bearings Fiduciary Advisors Inc.5,125$1.30M1.3%-4.9%0.000%
6/10/2026 Dakota Community Bank & Trust NA2,862$726K2.5%-17.6%0.000%
6/10/2026 US Asset Management LLC36,739$9.32M8.1%-0.5%0.000%
6/10/2026 Curry Webb Wealth Management LLC4,277$1.09M0.5%N/A0.000%
6/10/2026 FAS Wealth Partners Inc.153,887$39.06M2.4%+3.1%0.001%
6/9/2026 Contango Wealth Management LLC4,327$1.10M1.3%-3.4%0.000%
6/9/2026 Rathbones Group PLC3,280,093$832.46M3.3%+4.1%0.022%
6/8/2026 First National Bank of Mount Dora Trust Investment Services65,535$16.63M3.6%-7.2%0.000%
6/8/2026 Pine Valley Investments Ltd Liability Co258,178$65.52M3.0%-3.6%0.002%
6/8/2026 Positano Wealth Management Ltd4,943$1.25M0.9%-31.3%0.000%
6/8/2026 Farmers National Bank102,387$25.99M5.7%+2.6%0.001%
6/4/2026 Chelsea Counsel Co.81,238$20.62M9.0%-10.3%0.001%
6/4/2026 Town Capital LLC3,488$885K0.7%-8.1%0.000%
6/4/2026 Fischer Investment Strategies LLC3,812$967K0.6%-4.5%0.000%
6/4/2026 Evansbrook LLC8,095$2.05M1.4%+0.4%0.000%
6/3/2026 CoreFirst Bank & Trust38,753$9.84M5.2%-7.3%0.000%
6/3/2026 DBK Financial Counsel LLC6,363$1.62M1.2%+2.0%0.000%
6/3/2026 Stillwater Private Wealth LLC6,470$1.64M1.4%N/A0.000%
6/3/2026 NewEdge Advisors LLC3,365,597$854.16M3.1%-1.9%0.023%
6/2/2026 Blue Edge Capital LLC66,604$16.90M2.2%+19.2%0.000%
6/1/2026 Caerus Investment Advisors LLC20,082$5.10M2.1%-8.6%0.000%
6/1/2026 First Nebraska Trust Co279,764$71.00M6.6%N/A0.002%
6/1/2026 Flagship Wealth Advisors LLC12,633$3.21M1.3%-37.3%0.000%
6/1/2026 Foguth Wealth Management LLC.34,238$8.69M1.1%+13.2%0.000%
6/1/2026 Concorde Asset Management LLC12,015$3.05M1.5%-21.3%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.13,111$3.33M0.5%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC41,493$10.53M2.2%-0.3%0.000%
6/1/2026 Dala Group LLC10,629$2.70M2.3%N/A0.000%
6/1/2026 Keel Point LLC120,688$30.63M2.0%-15.1%0.001%
5/29/2026 Ramiah Investment Group1,591$404K0.4%+7.3%0.000%
5/29/2026 Mullaney Keating & Wright Inc.215,489$54.69M29.4%+0.1%0.001%
5/29/2026 Krane Financial Solutions LLC21,794$5.53M3.8%N/A0.000%
5/29/2026 Asset Dedication LLC71,879$18.24M1.3%-25.6%0.000%
5/28/2026 Cozad Asset Management Inc.149,688$37.99M3.0%+0.3%0.001%
5/28/2026 Lavelle Capital LP6,046$1.54M1.0%N/A0.000%
5/28/2026 Blue Fin Capital Inc.191,563$48.62M8.0%-1.9%0.001%
5/28/2026 Challenger Wealth Management20,550$5.22M4.2%-1.9%0.000%
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5/28/2026 Maripau Wealth Management LLC15,040$3.82M1.7%+8.3%0.000%
5/27/2026 Alpine Woods Capital Investors LLC33,696$8.55M2.1%-44.7%0.000%
5/27/2026 Alpha Capital Advisors Inc. ADV8,541$2.17M2.1%-1.2%0.000%
5/27/2026 Allen Capital Group LLC112,681$28.60M2.6%+2.8%0.001%
5/27/2026 Security Financial Services INC.44,641$11.33M1.8%+2.1%0.000%
5/27/2026 Capasso Planning Partners LLC20,622$5.23M2.8%-0.6%0.000%
5/27/2026 Westshore Wealth LLC18,859$4.79M1.7%-31.6%0.000%
5/26/2026 Serenity Investment Advisors9,154$2.32M0.9%+5.7%0.000%
5/26/2026 Summit Financial Wealth Advisors LLC43,928$11.15M1.6%+0.7%0.000%
5/26/2026 Axiom Investment Management LLC29,229$7.42M5.6%N/A0.000%
5/22/2026 Summitry LLC179,522$45.56M1.6%+99.9%0.001%
5/22/2026 Groupama Asset Managment1,227,358$311.49M4.5%-2.7%0.008%
5/22/2026 WNY Asset Management LLC65,378$16.59M1.7%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC3,154$801K0.5%+25.4%0.000%
5/22/2026 Independent 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%
5/22/2026 Wellington Grp LLC21,831$5.54M1.7%+3.1%0.000%
5/22/2026 Verus Capital Partners LLC614,413$155.93M10.7%-3.8%0.004%
5/22/2026 Access 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%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,529 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 5,621 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 1,210,979,830 shares in the last 24 months. This purchase volume represents approximately $287.13B in transactions.

Of the 4,344 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 526,422,564 shares in the last 24 months. This volume of shares sold represents approximately $131.06B in transactions.



This page (NASDAQ:AAPL) was last updated on 6/14/2026 by MarketBeat.com Staff.
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