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Apple (AAPL) Institutional Ownership

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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)
3949
Total
Institutional Inflows
(last 12 months)
$247.30B
Number of
Institutional Sellers
(last 12 months)
4019
Total
Institutional Outflows
(last 12 months)
$148.35B
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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
5/29/2025 Nova Wealth Management Inc.5,678$1.26M1.1%+2.5%0.000%
5/29/2025Plum Street Advisors LLC7,889$1.75M0.8%+4.0%0.000%
5/29/2025Apeiron RIA LLC13,094$2.91M0.9%-4.4%0.000%
5/28/2025 Jones Financial Companies Lllp1,926,440$421.24M0.4%+31.6%0.013%
5/28/2025 Birmingham Capital Management Co. Inc. AL22,242$4.94M1.9%-7.6%0.000%
5/28/2025 Vista Cima Wealth Management LLC22,798$5.06M3.7%+0.6%0.000%
5/28/2025 Silicon Valley Capital Partners221,058$48.17M6.3%-9.5%0.001%
5/28/2025 Anderson Financial Strategies LLC2,906$646K0.4%+5,830.6%0.000%
5/28/2025 Strs Ohio5,451,847$1.21B5.1%N/A0.037%
5/28/2025 GK Wealth Management LLC9,792$2.18M2.5%-11.7%0.000%
5/28/2025 Ellsworth Advisors LLC35,493$7.88M2.1%+0.9%0.000%
5/28/2025 Wealth Management Associates Inc.65,929$14.65M6.3%-0.6%0.000%
5/28/2025 Intrua Financial LLC59,699$13.26M1.9%-13.9%0.000%
5/28/2025 Addison Capital Co23,628$5.25M2.1%-4.3%0.000%
5/28/2025 Turn8 Private Wealth Inc.16,646$3.70M2.9%+9.3%0.000%
5/27/2025 Jacobi Capital Management LLC100,859$22.40M1.7%+1.3%0.001%
5/27/2025 Carderock Capital Management Inc.52,899$11.75M3.1%-10.0%0.000%
5/27/2025 Advisors Capital Management LLC908,849$201.88M3.1%-11.3%0.006%
5/27/2025 SWS Partners6,165$1.37M0.4%+2.4%0.000%
5/27/2025 Iron Gate Global Advisors LLC294,699$65.46M9.0%-0.5%0.002%
5/23/2025 Triune Financial Partners LLC1,950$433K0.1%+98.8%0.000%
5/23/2025 Strategic Financial Services Inc.72,974$16.21M0.9%-2.3%0.000%
5/23/2025 Twin Lakes Capital Management LLC81,563$18.12M10.1%-0.9%0.001%
5/22/2025 Rollins Financial Advisors LLC318,090$70.66M12.3%-3.6%0.002%
5/22/2025 Mattson Financial Services LLC37,155$8.25M2.5%+6.3%0.000%
5/22/2025 BOS Asset Management LLC30,897$6.86M2.4%-3.9%0.000%
5/22/2025 WBI Investments LLC14,017$3.11M0.8%+12.6%0.000%
5/22/2025 Kilter Group LLC6,391$1.42M0.9%-2.7%0.000%
5/22/2025 Chelsea Counsel Co.91,476$20.32M11.0%-3.4%0.001%
5/21/2025 Westbourne Investments Inc.29,321$6.51M3.9%-4.5%0.000%
5/21/2025 Indiana Trust & Investment Management Co59,994$13.33M4.8%-2.8%0.000%
5/21/2025 MBL Wealth LLC89,997$19.99M2.0%+2.1%0.001%
5/21/2025 Reliant Investment Partners LLC23,105$5.13M5.2%-1.0%0.000%
5/21/2025 McAdam LLC74,678$16.59M1.0%-8.5%0.000%
5/21/2025 Acadian Asset Management LLC4,766,741$1.06B3.0%-16.5%0.032%
5/21/2025 Geneos Wealth Management Inc.187,838$41.73M1.4%+16.6%0.001%
5/21/2025 Schmidt P J Investment Management Inc.153,402$34.08M6.2%-1.1%0.001%
5/21/2025 CBM Financial LLC5,333$1.13M0.9%N/A0.000%
5/21/2025 IFM Investors Pty Ltd2,826,876$627.93M6.8%-0.8%0.019%
5/20/2025 Acorns Advisers LLC25,785$5.73M0.1%+18.9%0.000%
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5/20/2025 Blue Rock Wealth Management LLC15,344$3.41M2.9%+84.0%0.000%
5/20/2025 Fortis Capital Advisors LLC78,070$17.34M3.5%+4.1%0.001%
5/20/2025 Belpointe Asset Management LLC314,908$69.95M3.6%-13.4%0.002%
5/20/2025 Jupiter Wealth Management LLC48,290$10.08M6.4%-20.1%0.000%
5/20/2025 Intech Investment Management LLC1,846,759$410.22M4.2%-1.4%0.012%
5/20/2025 Flaharty Asset Management LLC9,585$2.13M0.3%-24.3%0.000%
5/20/2025 Strive Asset Management LLC11,744$2.61M1.8%-27.5%0.000%
5/20/2025 Integrity Alliance LLC.322,317$71.60M2.8%+567.0%0.002%
5/20/2025 Ransom Advisory Ltd93,164$20.70M10.2%N/A0.001%
5/20/2025 Anchor Investment Management LLC135,648$30.13M2.8%+4.5%0.001%
5/20/2025 Glenview Trust co1,057,456$234.89M4.6%-1.3%0.007%
5/20/2025 Chokshi & Queen Wealth Advisors Inc89,902$19.97M12.2%+0.2%0.001%
5/20/2025 Aspen Investment Management Inc15,761$3.50M1.6%-7.5%0.000%
5/20/2025 Ilmarinen Mutual Pension Insurance Co1,275,000$283.22M2.5%-1.5%0.009%
5/20/2025 Plato Investment Management Ltd341,838$76.76M6.5%-10.4%0.002%
5/19/2025 SageView Advisory Group LLC188,051$41.77M1.8%+2.1%0.001%
5/19/2025 Advisory Alpha LLC129,951$28.87M1.0%+9.2%0.001%
5/19/2025 Trinity Financial Advisors LLC29,001$5.89M2.1%+1.8%0.000%
5/19/2025 Oriental Harbor Investment Fund516,801$114.80M12.7%+37.5%0.003%
5/19/2025 Client 1ST Advisory Group LLC12,531$2.78M1.1%-0.6%0.000%
5/19/2025 Alaethes Wealth LLC58,823$13.07M4.8%+3.6%0.000%
5/19/2025 SCS Capital Management LLC217,546$48.32M0.6%-20.8%0.001%
5/19/2025 Alpha DNA Investment Management LLC7,884$1.75M22.9%-72.4%0.000%
5/19/2025 Smith Asset Management Co. LLC7,243$1.61M1.5%N/A0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC13,369,814$2.97B0.8%-87.2%0.090%
5/19/2025 DCM Advisors LLC60,596$13.25M7.0%-19.3%0.000%
5/19/2025 Legacy Advisory Services LLC2,489$553K0.5%N/A0.000%
5/19/2025 Optimize Financial Inc8,913$1.98M0.7%N/A0.000%
5/17/2025 Standard Family Office LLC1,996$443K0.6%-42.9%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC35,537$7.89M5.9%-3.4%0.000%
5/16/2025 Windsor Advisory Group LLC3,924$872K1.1%-6.9%0.000%
5/16/2025 Woodline Partners LP1,269,171$281.92M1.8%+43.3%0.008%
5/16/2025 Zurich Insurance Group Ltd FI3,369,268$748.42M6.1%+3.4%0.023%
5/16/2025 Prostatis Group LLC25,779$5.73M1.8%-2.4%0.000%
5/16/2025 American Trust59,501$13.22M3.3%-20.5%0.000%
5/16/2025 McIlrath & Eck LLC54,003$12.00M1.5%-6.1%0.000%
5/16/2025 Semmax Financial Advisors Inc.2,608$579K0.2%+14.0%0.000%
5/16/2025 Empowered Funds LLC476,686$105.89M1.5%-3.8%0.003%
5/16/2025 Logan Capital Management Inc.594,432$132.04M6.0%-5.6%0.004%
5/16/2025 AAF Wealth Management LLC19,775$4.39M2.4%+2.5%0.000%
5/16/2025 Northeast Financial Consultants Inc307,649$68.34M3.0%-4.4%0.002%
5/16/2025 HFM Investment Advisors LLC444$99K0.0%N/A0.000%
5/16/2025 Faithward Advisors LLC45,139$10.03M1.7%-1.7%0.000%
5/16/2025 MBB Public Markets I LLC1,472$327K0.0%N/A0.000%
5/16/2025 Vancity Investment Management Ltd179,129$39.79M5.5%N/A0.001%
5/16/2025 Adalta Capital Management LLC5,670$1.26M0.7%-1.2%0.000%
5/16/2025 Ascent Group LLC213,230$47.37M2.0%+34.2%0.001%
5/16/2025 RNC Capital Management LLC135,478$30.09M1.5%-3.8%0.001%
5/16/2025 Meiji Yasuda Life Insurance Co364,999$81.08M1.6%+5.1%0.002%
5/16/2025 Coppell Advisory Solutions LLC40,817$8.62M0.7%+12.5%0.000%
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5/16/2025 United Services Automobile Association348,554$75.95M2.3%-0.4%0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.495,413$110.05M4.4%-4.1%0.003%
5/16/2025 Canada Post Corp Registered Pension Plan361,039$80.20M35.4%N/A0.002%
5/16/2025 Arete Wealth Advisors LLC169,230$37.59M2.7%-2.0%0.001%
5/16/2025 Great Lakes Advisors LLC483,810$107.29M1.0%-19.2%0.003%
5/16/2025 Bell Investment Advisors Inc27,901$6.20M1.1%-0.4%0.000%
5/16/2025 Strait & Sound Wealth Management LLC96,165$21.36M9.9%+6.2%0.001%
5/16/2025 Caxton Associates LLP16,332$3.63M0.1%N/A0.000%
5/16/2025 Signature Estate & Investment Advisors LLC451,444$100.28M2.6%+12.8%0.003%
5/16/2025 Hamilton Capital LLC34,615$7.69M0.5%+9.4%0.000%
(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, 5,834 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 AAPL's institutional investors.

What percentage of Apple stock is owned by institutional investors?

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

Which institutional investors have been buying Apple stock?

Of the 4,793 institutional investors that purchased Apple stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($363.30M), International Assets Investment Management LLC ($164.16M), Nuveen LLC ($78.66M), Vanguard Group Inc. ($73.04M), GAMMA Investing LLC ($60.11M), State Street Corp ($58.55M), and Geode Capital Management LLC ($26.79M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,551,290,498 shares in the last 24 months. This purchase volume represents approximately $341.79B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,632 institutional investors that sold Apple stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whalerock Point Partners LLC ($145.17M), Berkshire Hathaway Inc ($100M), International Assets Investment Management LLC ($94.00M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($91.34M), Legal & General Group Plc ($52.70M), FMR LLC ($30.96M), and Price T Rowe Associates Inc. MD ($24.73M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 965,831,585 shares in the last 24 months. This volume of shares sold represents approximately $207.59B in transactions.



This page (NASDAQ:AAPL) was last updated on 5/29/2025 by MarketBeat.com Staff
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