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Apple (AAPL) Institutional Ownership

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$308.63 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$308.47 -0.16 (-0.05%)
As of 07/2/2026 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.
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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)
4295
Total
Institutional Inflows
(last 12 months)
$286.84B
Number of
Institutional Sellers
(last 12 months)
4344
Total
Institutional Outflows
(last 12 months)
$131.23B
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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
7/2/2026 Burkett Financial Services LLC14,000$4.05M1.3%-0.9%0.000%
7/2/2026 Silverleafe Capital Partners LLC62,119$17.98M4.9%-0.1%0.000%
7/2/2026 Kozak & Associates Inc.79,317$23.35M4.1%-8.0%0.001%
7/2/2026 Box Hill Private Wealth LLC10,551$3.05M2.4%+10.3%0.000%
7/2/2026 Asset Management Advisors LLC34,343$9.94M5.5%+2.3%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB642,937$186.04M4.8%-4.2%0.004%
7/2/2026 Versant Capital Management Inc65,980$19.09M1.7%-6.6%0.000%
7/2/2026 Diesslin Group Inc.14,993$4.34M1.7%+1.2%0.000%
7/2/2026 Cedar Mountain Advisors LLC10,453$3.03M0.5%+3.3%0.000%
7/2/2026 Collective Family Office LLC12,144$3.51M0.7%-2.1%0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp14,494$4.19M4.6%-0.7%0.000%
7/2/2026 Hilltop National Bank41,066$11.88M2.5%-2.3%0.000%
7/2/2026 CX Institutional243,940$70.59M2.0%-4.2%0.002%
7/2/2026 SWP Investment Management LLC21,036$6.09M4.2%+3.9%0.000%
7/2/2026 First County Bank CT 28,849$8.35M3.9%-0.3%0.000%
7/1/2026 Noble Wealth Management PBC22,546$6.52M2.9%-1.1%0.000%
7/1/2026 Marathon Mission Inc.4,871$1.41M0.7%+1.1%0.000%
7/1/2026 Miller Global Investments LLC2,341$677K0.6%+83.8%0.000%
7/1/2026 First Financial Bank Trust Division122,587$35.47M2.5%+0.7%0.001%
7/1/2026 Adelphi Trust Co26,942$7.80M5.2%+6.6%0.000%
7/1/2026 Eastern Bank1,165,437$337.23M5.2%+4.5%0.008%
7/1/2026 Trust Co of the South93,977$27.19M3.8%-2.3%0.001%
7/1/2026 Global Wealth Strategies & Associates11,051$3.20M0.6%-3.2%0.000%
6/30/2026BSN CAPITAL PARTNERS Ltd1,601,700$402.68M17.8%+204.8%0.011%
6/30/2026VectorGlobal IAG Inc.30,283$7.69M2.0%N/A0.000%
6/30/2026Winning Points Advisors LLC158,230$40.16M39.7%-1.6%0.001%
6/26/2026WealthPoint Financial LLC6,435$1.63M1.3%+5.1%0.000%
6/25/2026Paladin Partners LLC15,177$3.85M2.8%-22.9%0.000%
6/25/2026Hamilton Wealth LLC121,478$30.83M5.9%+1.2%0.001%
6/24/2026Basecamp Wealth Advisors LLC58,912$14.95M3.1%+1.1%0.000%
6/24/2026Optimus Capital Advisors LLC2,118$538K0.3%+12.1%0.000%
6/24/2026Redwood Investment Management LLC53,993$13.70M1.7%+1.2%0.000%
6/23/2026Ballast Advisors LLC81,980$19.30M5.6%-1.8%0.001%
6/23/2026MTM Financial Group LLC3,177$806K0.4%+7.0%0.000%
6/22/2026Sapient Capital LLC1,105,077$280.40M4.2%-18.8%0.008%
6/18/2026Pacer Advisors Inc.1,043,726$264.89M0.4%-34.0%0.007%
6/18/2026Southern Financial Group LLC10,344$2.63M0.7%-1.9%0.000%
6/16/2026 PVG Asset Management Corp9,571$2.43M1.7%+208.0%0.000%
6/16/2026Steelhead Wealth Management LLC4,072$1.03M0.5%N/A0.000%
6/15/2026J. R. Prunier Capital Management LLC8,487$2.15M0.9%-0.4%0.000%
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6/15/2026Carmignac Gestion4,785$1.21M0.0%-68.1%0.000%
6/15/2026Lombard Odier Asset Management Europe Ltd45,475$11.54M0.1%+13.2%0.000%
6/12/2026S&A Financial Services Inc.19,057$4.84M3.3%N/A0.000%
6/11/2026E Wealth Partners LLC34,778$8.83M7.1%-0.8%0.000%
6/11/2026LFG Wealth Partners LLC37,106$9.42M5.7%+20.6%0.000%
6/11/2026Three Bearings Fiduciary Advisors Inc.5,125$1.30M1.3%-4.9%0.000%
6/10/2026Dakota Community Bank & Trust NA2,862$726K2.5%-17.6%0.000%
6/10/2026US Asset Management LLC36,739$9.32M8.1%-0.5%0.000%
6/10/2026Curry Webb Wealth Management LLC4,277$1.09M0.5%N/A0.000%
6/10/2026FAS Wealth Partners Inc.153,887$39.06M2.4%+3.1%0.001%
6/9/2026Contango Wealth Management LLC4,327$1.10M1.3%-3.4%0.000%
6/9/2026Rathbones Group PLC3,280,093$832.46M3.3%+4.1%0.022%
6/8/2026First National Bank of Mount Dora Trust Investment Services65,535$16.63M3.6%-7.2%0.000%
6/8/2026Pine Valley Investments Ltd Liability Co258,178$65.52M3.0%-3.6%0.002%
6/8/2026Positano Wealth Management Ltd4,943$1.25M0.9%-31.3%0.000%
6/8/2026Farmers National Bank102,387$25.99M5.7%+2.6%0.001%
6/4/2026Chelsea Counsel Co.81,238$20.62M9.0%-10.3%0.001%
6/4/2026Town Capital LLC3,488$885K0.7%-8.1%0.000%
6/4/2026Fischer Investment Strategies LLC3,812$967K0.6%-4.5%0.000%
6/4/2026Evansbrook LLC8,095$2.05M1.4%+0.4%0.000%
6/3/2026CoreFirst Bank & Trust38,753$9.84M5.2%-7.3%0.000%
6/3/2026DBK Financial Counsel LLC6,363$1.62M1.2%+2.0%0.000%
6/3/2026Stillwater Private Wealth LLC6,470$1.64M1.4%N/A0.000%
6/3/2026NewEdge Advisors LLC3,365,597$854.16M3.1%-1.9%0.023%
6/2/2026Blue Edge Capital LLC66,604$16.90M2.2%+19.2%0.000%
6/1/2026Caerus Investment Advisors LLC20,082$5.10M2.1%-8.6%0.000%
6/1/2026First Nebraska Trust Co279,764$71.00M6.6%N/A0.002%
6/1/2026Flagship Wealth Advisors LLC12,633$3.21M1.3%-37.3%0.000%
6/1/2026Foguth Wealth Management LLC.34,238$8.69M1.1%+13.2%0.000%
6/1/2026Concorde Asset Management LLC12,015$3.05M1.5%-21.3%0.000%
6/1/2026Financial Solutions Advisory Group Inc.13,111$3.33M0.5%N/A0.000%
6/1/2026Integrated Investment Consultants LLC41,493$10.53M2.2%-0.3%0.000%
6/1/2026Dala Group LLC10,629$2.70M2.3%N/A0.000%
6/1/2026Keel Point LLC120,688$30.63M2.0%-15.1%0.001%
5/29/2026Ramiah Investment Group1,591$404K0.4%+7.3%0.000%
5/29/2026Mullaney Keating & Wright Inc.215,489$54.69M29.4%+0.1%0.001%
5/29/2026Krane Financial Solutions LLC21,794$5.53M3.8%N/A0.000%
5/29/2026Asset Dedication LLC71,879$18.24M1.3%-25.6%0.000%
5/28/2026Cozad Asset Management Inc.149,688$37.99M3.0%+0.3%0.001%
5/28/2026Lavelle Capital LP6,046$1.54M1.0%N/A0.000%
5/28/2026Blue Fin Capital Inc.191,563$48.62M8.0%-1.9%0.001%
5/28/2026Challenger Wealth Management20,550$5.22M4.2%-1.9%0.000%
5/28/2026Maripau Wealth Management LLC15,040$3.82M1.7%+8.3%0.000%
5/27/2026Alpine Woods Capital Investors LLC33,696$8.55M2.1%-44.7%0.000%
5/27/2026Alpha Capital Advisors Inc. ADV8,541$2.17M2.1%-1.2%0.000%
5/27/2026Allen Capital Group LLC112,681$28.60M2.6%+2.8%0.001%
5/27/2026Security Financial Services INC.44,641$11.33M1.8%+2.1%0.000%
5/27/2026Capasso Planning Partners LLC20,622$5.23M2.8%-0.6%0.000%
5/27/2026Westshore Wealth LLC18,859$4.79M1.7%-31.6%0.000%
5/26/2026Serenity Investment Advisors9,154$2.32M0.9%+5.7%0.000%
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5/26/2026Summit Financial Wealth Advisors LLC43,928$11.15M1.6%+0.7%0.000%
5/26/2026Axiom Investment Management LLC29,229$7.42M5.6%N/A0.000%
5/22/2026Summitry 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%
5/22/2026Segall 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%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,538 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 5,624 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 ($60.04M).

Institutional investors have bought a total of 1,209,521,070 shares in the last 24 months. This purchase volume represents approximately $286.84B 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 527,041,984 shares in the last 24 months. This volume of shares sold represents approximately $131.23B in transactions.


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This page (NASDAQ:AAPL) was last updated on 7/4/2026 by MarketBeat.com Staff.
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