Free Trial

Apple (AAPL) Institutional Ownership

Apple logo
$202.38 -5.19 (-2.50%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$202.28 -0.10 (-0.05%)
As of 08/1/2025 08:00 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3971
Total
Institutional Inflows
(last 12 months)
$288.58B
Number of
Institutional Sellers
(last 12 months)
4146
Total
Institutional Outflows
(last 12 months)
$152.61B
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.

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
8/1/2025Oarsman Capital Inc.42,016$8.62M1.4%+5.2%0.000%
8/1/2025Bank of Jackson Hole Trust32,258$6.62M3.8%+6.9%0.000%
8/1/2025Motco98,153$20.37M2.0%-2.2%0.001%
8/1/2025JDH Wealth Management LLC9,116$1.87M1.4%-16.3%0.000%
8/1/2025Fire Capital Management LLC12,655$2.60M1.6%-18.4%0.000%
8/1/2025Jennison Associates LLC32,412,407$6.65B3.9%-11.4%0.217%
8/1/2025Winebrenner Capital Management LLC19,435$3.99M3.2%+1.8%0.000%
8/1/2025Biltmore Family Office LLC756,607$155.23M26.2%-0.9%0.005%
8/1/2025Mendel Money Management17,516$3.59M1.6%-1.3%0.000%
8/1/2025Stuart Chaussee & Associates Inc.3,193$655K0.1%+3.2%0.000%
8/1/2025FSA Advisors Inc.8,741$1.79M1.5%-4.7%0.000%
8/1/2025PCA Investment Advisory Services Inc.28,269$5.80M2.4%+3.0%0.000%
8/1/2025Milestone Asset Management Group LLC20,289$4.16M3.1%+3.4%0.000%
8/1/2025SwitchPoint Financial Planning LLC5,379$1.10M0.9%+2.5%0.000%
8/1/2025Ferguson Shapiro LLC20,362$4.18M1.4%+0.6%0.000%
8/1/2025Austin Private Wealth LLC75,735$15.54M1.2%-3.5%0.001%
8/1/2025James Investment Research Inc.128,220$26.31M3.1%-1.7%0.001%
8/1/2025Providence First Trust Co13,830$2.84M1.0%+127.5%0.000%
8/1/2025Pettee Investors Inc.29,367$6.03M3.6%-2.5%0.000%
8/1/2025Strategic Financial Services Inc.72,094$14.79M0.8%-1.2%0.000%
8/1/2025Planning Directions Inc.43,186$8.86M5.0%-1.8%0.000%
8/1/2025Redmond Asset Management LLC17,179$3.53M0.8%-3.6%0.000%
8/1/2025Unconventional Investor LLC4,099$841K0.5%-6.3%0.000%
8/1/2025Zhang Financial LLC202,137$41.47M1.9%+1.2%0.001%
8/1/2025Fairfield Financial Advisors LTD52,802$10.83M3.8%-3.4%0.000%
8/1/2025Capital Investment Counsel LLC65,463$13.43M2.1%-6.0%0.000%
8/1/2025New York Life Investment Management LLC2,204,347$452.27M4.2%+1.9%0.015%
8/1/2025Boyd Watterson Asset Management LLC OH33,375$6.85M2.2%-10.6%0.000%
8/1/2025Heritage Wealth Management Inc. Texas6,763$1.39M0.7%+7.4%0.000%
8/1/2025Trust Investment Advisors69,689$14.30M8.7%-2.9%0.000%
8/1/2025Integral Investment Advisors Inc.43,214$8.87M2.5%+3.5%0.000%
8/1/2025Howard Capital Management Inc.377,472$77.45M0.9%-6.2%0.003%
8/1/2025Reliant Investment Partners LLC22,089$4.53M4.0%-4.4%0.000%
8/1/2025Wincap Financial LLC22,250$4.57M3.7%+1.1%0.000%
8/1/2025First National Trust Co572,170$117.39M4.4%-1.3%0.004%
8/1/2025Redwood Park Advisors LLC12,770$2.62M1.8%-6.5%0.000%
8/1/2025Vision Financial Markets LLC31,812$6.53M6.2%+0.3%0.000%
8/1/2025Purkiss Capital Advisors LLC46,852$9.61M5.3%+3.3%0.000%
8/1/2025William Allan Corp38,851$7.97M4.6%+1.5%0.000%
8/1/2025Signet Investment Advisory Group Inc.31,569$6.48M3.3%-1.1%0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
8/1/2025Clark Asset Management LLC93,194$19.12M2.6%+39.8%0.001%
8/1/2025Tevis Investment Management23,462$4.81M3.1%-7.5%0.000%
8/1/2025Centerpoint Advisors LLC45,223$9.28M3.1%-0.4%0.000%
8/1/2025Motley Fool Wealth Management LLC10,346$2.12M0.1%-41.7%0.000%
8/1/2025Motley Fool Asset Management LLC583,674$119.75M5.5%+6.5%0.004%
8/1/2025GPM Growth Investors Inc.50,493$10.36M4.1%-1.1%0.000%
8/1/2025May Hill Capital LLC23,063$4.73M1.6%+13.5%0.000%
8/1/2025Petra Financial Advisors Inc.3,526$724K0.5%+11.8%0.000%
8/1/2025Equita Financial Network Inc.5,164$1.06M0.4%-27.4%0.000%
8/1/2025Logan Capital Management Inc.524,718$107.66M5.0%-11.7%0.004%
8/1/2025GWN Securities Inc.49,111$10.08M1.9%-71.3%0.000%
8/1/2025Taylor Financial Group Inc.19,403$3.98M2.5%+0.7%0.000%
8/1/2025IQ EQ FUND MANAGEMENT IRELAND Ltd87,694$17.99M1.6%+0.1%0.001%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund2,636,499$540.93M5.0%+20.6%0.018%
8/1/2025Alexander Labrunerie & CO. Inc.105,608$21.67M8.9%-1.3%0.001%
8/1/2025Advisory Alpha LLC134,069$27.51M0.9%+3.2%0.001%
8/1/2025SYM FINANCIAL Corp53,728$11.02M1.2%+6.8%0.000%
8/1/2025Facet Wealth Inc.127,299$26.42M0.6%+3.2%0.001%
8/1/2025Jericho Financial LLP31,598$6.48M4.3%+1.0%0.000%
8/1/2025Shilanski & Associates Inc.16,195$3.32M0.9%-5.0%0.000%
8/1/2025Lipe & Dalton70,030$14.37M7.8%-2.7%0.000%
8/1/2025United Capital Management of KS Inc.79,894$16.39M2.6%+1.6%0.001%
8/1/2025Guinness Atkinson Asset Management Inc24,696$5.07M2.7%-7.3%0.000%
8/1/2025Liberty Wealth Management LLC109,386$22.44M3.5%-4.3%0.001%
8/1/2025Guinness Asset Management LTD174,955$35.89M0.6%-2.0%0.001%
8/1/2025Wealth Watch Advisors INC8,723$1.79M1.0%+167.3%0.000%
8/1/2025AustralianSuper Pty Ltd4,885,815$1.00B5.1%-10.8%0.033%
8/1/2025Teacher Retirement System of Texas4,626,696$949.26M4.0%-6.6%0.031%
8/1/2025Transcend Capital Advisors LLC430,882$88.40M6.7%-7.1%0.003%
8/1/2025Cobblestone Capital Advisors LLC NY345,632$70.91M3.6%+0.1%0.002%
8/1/2025Penobscot Wealth Management12,043$2.47M0.9%-1.6%0.000%
8/1/2025Convergence Investment Partners LLC18,327$3.76M1.0%-25.2%0.000%
8/1/2025Academy Capital Management309,615$63.52M9.1%-1.0%0.002%
8/1/2025Bessemer Group Inc.11,532,638$2.37B3.8%+2.8%0.077%
8/1/2025Koss Olinger Consulting LLC24,320$4.99M0.4%-2.1%0.000%
8/1/2025Schmidt P J Investment Management Inc.156,323$32.07M5.5%+1.9%0.001%
8/1/2025Financial Counselors Inc.1,836$377K0.5%-99.9%0.000%
8/1/2025Brookwood Investment Group LLC106,241$21.80M3.5%-3.5%0.001%
8/1/2025Yukon Wealth Management Inc.95,700$19.64M7.0%+1.3%0.001%
8/1/2025GoalVest Advisory LLC13,219$2.71M0.7%+7.4%0.000%
8/1/2025First Command Advisory Services Inc.41,086$8.43M0.1%+5.3%0.000%
8/1/2025Red Lighthouse Investment Management LLC88,333$18.12M6.9%-5.6%0.001%
8/1/2025Curat Global LLC13,944$2.86M2.7%+617.3%0.000%
8/1/2025Pasadena Private Wealth LLC69,828$14.33M2.4%+0.3%0.000%
8/1/2025Banco Santander S.A.1,156,246$237.23M2.3%+7.5%0.008%
8/1/2025Ashton Thomas Private Wealth LLC468,764$96.18M3.4%+52.5%0.003%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd439,981$90.00M2.5%-6.6%0.003%
8/1/2025Solstein Capital LLC66,771$13.70M6.7%+1.6%0.000%
8/1/2025Hoffman Alan N Investment Management409,468$84.01M41.4%-1.1%0.003%
8/1/2025Baer Investment Advisory LLC13,095$2.69M3.9%-1.2%0.000%
The stealth altcoin the financial world is underestimating (Ad)

The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should buy in this market, this token might just be it.

Get the whole story on this "crypto market unicorn" right here.
8/1/2025Twin Lakes Capital Management LLC81,612$16.74M8.2%+0.1%0.001%
8/1/2025Delta Investment Management LLC60,070$12.33M2.4%-2.1%0.000%
8/1/2025Riverwater Partners LLC5,404$1.11M0.5%+17.9%0.000%
8/1/2025MorganRosel Wealth Management LLC14,088$2.89M0.8%-1.9%0.000%
8/1/2025Signature Wealth Management Group10,604$2.18M0.9%+0.7%0.000%
8/1/2025Bolthouse Investments LLC22,082$4.53M4.4%-0.5%0.000%
8/1/2025Envestnet Asset Management Inc.12,733,860$2.61B0.8%+1.3%0.085%
8/1/2025Green Alpha Advisors LLC2,141$439K0.4%-7.3%0.000%
8/1/2025Chilton Capital Management LLC464,742$95.35M3.5%+3.8%0.003%
7/31/2025 Nisa Investment Advisors LLC4,412,673$905.35M4.1%+3.3%0.030%
(Data available from 1/1/2016 forward)

AAPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AAPL shares?

During the previous two years, 5,852 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($311.16B), State Street Corp ($136.07B), FMR LLC ($85.55B), Geode Capital Management LLC ($85.00B), Berkshire Hathaway Inc ($69.90B), Price T Rowe Associates Inc. MD ($47.69B), and Norges Bank ($46.87B).Learn more on Apple's institutional investors.

What percentage of Apple's stock is owned by institutional investors?

67.73% of Apple's stock is owned by institutional investors. Learn more on AAPL's institutional investor holdings.

Which institutional investors have been buying Apple's stock?

Of the 4,828 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 ($363.30M), Kingstone Capital Partners Texas LLC ($205.69M), International Assets Investment Management LLC ($164.16M), Nuveen LLC ($78.66M), Vanguard Group Inc. ($73.04M), GAMMA Investing LLC ($60.11M), and State Street Corp ($58.55M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,247,762,149 shares in the last 24 months. This purchase volume represents approximately $288.58B in transactions.

Which of Apple's major shareholders have been selling company stock?

Of the 4,141 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 ($100M), International Assets Investment Management LLC ($93.97M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($91.34M), Legal & General Group Plc ($52.70M), FMR LLC ($22.22M), Wellington Management Group LLP ($21.46M), and Price T Rowe Associates Inc. MD ($20.88M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 650,267,620 shares in the last 24 months. This volume of shares sold represents approximately $152.61B in transactions.



This page (NASDAQ:AAPL) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners