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Apple (AAPL) Institutional Ownership

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$324.96 -0.17 (-0.05%)
Closing price 09/2/2026 04:00 PM Eastern
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$325.41 +0.45 (+0.14%)
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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)
4094
Total
Institutional Inflows
(last 12 months)
$391.31B
Number of
Institutional Sellers
(last 12 months)
3948
Total
Institutional Outflows
(last 12 months)
$113.70B
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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
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group23,984$6.94M0.7%+28.3%0.000%
9/2/2026Kinetic Wealth Investment Advisors LLC3,341$967K0.5%N/A0.000%
9/2/2026Range Advisory LLC59,364$17.18M2.0%+38.0%0.000%
9/2/2026 Capital & Planning LLC21,860$6.33M3.3%+0.4%0.000%
9/2/2026Brown Lisle Cummings Inc.57,100$16.71M3.6%+14.2%0.000%
9/1/2026 Parrish Capital LLC13,956$4.04M3.2%-12.3%0.000%
8/31/2026 Alternative Investment Advisors LLC.7,129$2.06M0.8%+3.7%0.000%
8/28/2026 Cornerstone Financial Management LLC7,544$2.18M1.8%+8.0%0.000%
8/28/2026 NWM Advisors LLC18,247$5.28M4.2%-2.8%0.000%
8/27/2026 Optimize Financial Inc.11,824$3.42M1.2%-0.3%0.000%
8/27/2026 Formuepleje A S77,122$22.32M1.7%N/A0.001%
8/27/2026 Tucker Asset Management LLC18,595$5.38M1.3%+3.6%0.000%
8/26/2026 Giverny Capital Inc.12,995$3.76M0.1%-13.6%0.000%
8/26/2026 HORAN Wealth LLC103,493$29.95M3.7%+1.1%0.001%
8/26/2026 Principia Wealth Advisory LLC3,355$971K0.2%+12.8%0.000%
8/26/2026 Amundi70,758,208$20.47B5.0%-3.2%0.485%
8/26/2026 Schulz Wealth LTD.3,538$1.02M0.5%N/A0.000%
8/26/2026 Wellington Grp LLC22,837$6.61M1.7%+4.6%0.000%
8/26/2026 Brown Financial Advisors20,104$5.82M2.0%-1.4%0.000%
8/26/2026 HighTower Advisors LLC11,467,783$3.32B3.2%-2.6%0.079%
8/25/2026 Advus Financial Partners LLC24,746$7.16M1.6%-15.7%0.000%
8/25/2026 January Capital Advisors LLC1,545$447K0.4%-3.4%0.000%
8/25/2026 Kirkwood Financial Services7,988$2.31M0.7%N/A0.000%
8/25/2026 Tobias Financial Advisors Inc.24,509$7.09M0.9%-0.2%0.000%
8/25/2026 Groupe la Francaise1,239,745$357.46M4.3%+10.1%0.008%
8/25/2026 Kingsbury Capital Investment Advisors LLC26,882$7.78M6.6%-7.5%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al3,245,235$939.04M5.6%N/A0.022%
8/24/2026 Strategic Financial Services Inc.63,958$18.51M0.8%-5.7%0.000%
8/24/2026 Carlson Financial Inc.13,386$3.88M2.0%+0.7%0.000%
8/24/2026 Vancity Investment Management Ltd138,312$40.02M6.0%+8.2%0.001%
8/23/2026 Tanager Wealth Management LLP67,484$19.53M1.7%-15.1%0.000%
8/23/2026 Atlantic Private Wealth LLC2,969$859K0.5%-5.4%0.000%
8/23/2026 DMC Group LLC51,176$14.81M10.3%-11.5%0.000%
8/23/2026 Studio Investment Management LLC34,882$10.09M1.7%-2.8%0.000%
8/23/2026 Greenland Capital Management LP4,313$1.25M0.2%-22.9%0.000%
8/23/2026 IMPACTfolio LLC19,308$5.59M2.1%-1.0%0.000%
8/23/2026 Alan B Lancz & Associates Inc.35,482$10.27M8.9%-0.7%0.000%
8/23/2026 Washington Trust Advisors Inc.266,099$77.00M5.7%-5.2%0.002%
8/23/2026 Ameritas Advisory Services LLC430,305$124.51M2.5%+41.8%0.003%
8/23/2026 Trevian Wealth Management LLC7,782$2.25M1.0%+3.3%0.000%
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8/23/2026 Straight Path Wealth Management3,830$1.11M0.3%-1.3%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.7,267$2.10M0.5%+35.5%0.000%
8/23/2026 Wedmont Private Capital301,877$95.19M2.6%+5.8%0.002%
8/23/2026 Kintra Wealth LLC133,385$40.72M2.1%+30.4%0.001%
8/23/2026 Morling Financial Advisors LLC38,576$11.16M3.1%-1.1%0.000%
8/23/2026 PCG Wealth Advisors LLC10,544$3.05M0.7%+1.6%0.000%
8/23/2026 Aspire Capital Advisors LLC22,596$6.54M1.3%+1.6%0.000%
8/23/2026 Endeavor Private Wealth Inc.16,311$4.72M1.1%+22.3%0.000%
8/23/2026 POM Investment Strategies LLC4,401$1.27M1.4%-32.5%0.000%
8/23/2026 Widmann Financial Services Inc.28,220$8.17M4.4%+2.7%0.000%
8/23/2026 Bayshore Asset Management LLC5,998$1.74M0.6%+23.5%0.000%
8/23/2026 Sovereign Investment Advisors LLC2,289$662K0.1%+32.2%0.000%
8/23/2026 Yarger Wealth Strategies LLC34,147$10.77M3.9%+1.5%0.000%
8/23/2026 Echo45 Advisors LLC9,211$2.67M1.4%-21.0%0.000%
8/23/2026 SFG Wealth Management LLC.8,755$2.53M0.9%-1.1%0.000%
8/23/2026 Beaird Harris Wealth Management LLC26,213$7.59M0.5%+1.2%0.000%
8/23/2026 Insight Inv LLC31,410$9.09M4.3%-1.8%0.000%
8/23/2026 Operose Advisors LLC18,605$5.38M1.0%+0.9%0.000%
8/23/2026 Ameliora Wealth Management Ltd.20,218$5.85M1.7%-0.5%0.000%
8/23/2026 Guardian Wealth Management Inc.4,853$1.40M0.7%-1.7%0.000%
8/23/2026 Kraematon Investment Advisors Inc.16,443$4.76M3.6%-2.7%0.000%
8/23/2026 Mid American Wealth Advisory Group Inc.4,321$1.25M0.5%+34.4%0.000%
8/23/2026 Northeast Planning Associates INC. NH2,905$841K0.6%+4.5%0.000%
8/23/2026 Saudi Central Bank1,027,683$297.37M3.8%+89.4%0.007%
8/23/2026 Hutchens & Kramer Investment Management Group LLC15,337$4.44M1.2%+9.2%0.000%
8/23/2026 Semitam Bonam LLC2,176$630K0.5%+10.0%0.000%
8/23/2026 Chico Wealth RIA6,408$1.85M1.0%+3.9%0.000%
8/23/2026 Azimuth Capital Investment Management LLC447,943$129.62M4.4%-1.5%0.003%
8/23/2026 Unique Wealth LLC18,349$5.31M0.6%-2.6%0.000%
8/23/2026 Red Lighthouse Investment Management LLC80,014$23.15M6.7%-0.6%0.001%
8/23/2026 Riverview Capital Advisers LLC86,199$24.94M7.1%+0.9%0.001%
8/23/2026 Kaydan Wealth Management Inc.10,511$3.04M0.9%+0.9%0.000%
8/23/2026 Chokshi & Queen Wealth Advisors Inc95,107$27.52M12.7%+2.1%0.001%
8/22/2026 Beacon Hill Wealth Management LTD.1,733$501K0.3%N/A0.000%
8/22/2026 Noble Wealth Partners LLC1,446$419K0.4%N/A0.000%
8/22/2026 Advisory Solutions Group LLC16,005$4.63M1.5%N/A0.000%
8/22/2026 Rose Capital Advisors LLC27,284$7.90M4.0%N/A0.000%
8/22/2026 Schuylkill Financial LLC8,941$2.59M2.4%N/A0.000%
8/22/2026 Compass Financial Management LLC86,448$25.89M3.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC12,631$3.66M1.4%N/A0.000%
8/22/2026 AlphaGrep UK Ltd5,807$1.68M0.5%N/A0.000%
8/22/2026 Gainline Financial Partners LLC3,382$979K0.9%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC19,764$5.72M1.3%N/A0.000%
8/22/2026 William John Sempolinski76,551$22.15M8.9%N/A0.001%
8/22/2026 Arbor Wealth Management LLC AZ797$231K0.2%N/A0.000%
8/22/2026 Succession Financial Inc.3,214$930K0.9%N/A0.000%
8/22/2026 MW Advisory LLC27,350$7.91M3.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC127,329$36.84M12.7%N/A0.001%
8/22/2026 Markowski Investments67,359$19.49M4.3%N/A0.000%
8/22/2026 Old Mission Investment Co LLC121,484$35.15M7.3%N/A0.001%
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8/22/2026 Montgomery Financial Services LLC3,188$922K0.8%N/A0.000%
8/22/2026 OceanIQ Capital LLC24,297$7.41M4.5%N/A0.000%
8/22/2026 Highland Investment Advisors LLC5,179$1.50M0.6%N/A0.000%
8/22/2026 Outlook Capital Management LLC1,701$492K0.2%N/A0.000%
8/22/2026 Turner Financial Group Inc.2,671$773K0.8%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,566$453K0.7%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.21,153$6.12M4.3%N/A0.000%
8/22/2026 TOP Private Wealth LLC.1,498$433K0.4%N/A0.000%
8/22/2026 Strive Financial Group LLC16,891$4.89M2.1%-21.0%0.000%
8/22/2026 Invested Advisors12,473$3.61M3.2%-3.0%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 ($164.22B), 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 5,651 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 International Assets Investment Management LLC ($93.89M).

Institutional investors have bought a total of 1,402,376,020 shares in the last 24 months. This purchase volume represents approximately $391.31B in transactions.

Of the 3,948 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 435,458,764 shares in the last 24 months. This volume of shares sold represents approximately $113.70B in transactions.



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 9/2/2026. New 13F filings are added each quarter as they're published.
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