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Apple (AAPL) Institutional Ownership

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$336.13 -0.87 (-0.26%)
Closing price 09/18/2026 04:00 PM Eastern
Extended Trading
$334.82 -1.31 (-0.39%)
As of 09/18/2026 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 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)
4104
Total
Institutional Inflows
(last 12 months)
$393.18B
Number of
Institutional Sellers
(last 12 months)
3954
Total
Institutional Outflows
(last 12 months)
$113.81B
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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
9/18/2026 Security National Bank of SO Dak38,468$11.13M5.2%-11.3%0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA36,623$10.60M4.4%+19.6%0.000%
9/17/2026 Wellington Altus USA Inc.10,633$3.08M2.0%+78.4%0.000%
9/16/2026 IKE Capital LLC28,403$8.22M4.2%-5.7%0.000%
9/15/2026 Reynders McVeigh Capital Management LLC600,912$177.30M7.2%+29.2%0.004%
9/15/2026 Cherry Tree Wealth Management LLC12,790$3.70M0.7%-2.3%0.000%
9/15/2026 SkyView Investment Advisors LLC2,000$579K0.5%-80.9%0.000%
9/14/2026 Revere Asset Management Inc1,443$418K0.2%+5.1%0.000%
9/11/2026 Bullseye Investment Management LLC983$284K0.1%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas411,508$119.07M5.8%-2.8%0.003%
9/11/2026 Talon Private Wealth LLC24,561$7.11M0.8%+11.5%0.000%
9/11/2026 Marathon Wealth Advisors LLC39,328$11.38M3.9%+0.3%0.000%
9/10/2026 U S Wealth Group LLC.27,148$7.86M3.9%-3.3%0.000%
9/10/2026 ABS Direct Equity Fund LLC289$84K0.1%-77.8%0.000%
9/10/2026 Menlo Advisors LLC47,097$13.63M6.1%-0.1%0.000%
9/9/2026 Rench Wealth Management Inc.87,651$25.36M6.9%-1.2%0.001%
9/9/2026 Bouchey Financial Group Ltd.257,515$74.52M4.8%-1.3%0.002%
9/9/2026 Miramontes Capital LLC93,662$27.10M8.5%+0.9%0.001%
9/9/2026 Core Capital Management & Research inc.1,949$614K0.3%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company 11,162,107$3.25B1.6%-2.1%0.076%
9/9/2026 Palogic Value Management L.P.94,189$27.29M5.8%+107.3%0.001%
9/9/2026 Capstone Financial Advisors Inc.138,711$40.14M2.0%-2.3%0.001%
9/9/2026 Tarbox Family Office Inc.22,846$6.61M0.9%-0.4%0.000%
9/9/2026 Blue Edge Capital LLC65,501$18.95M2.2%-1.7%0.000%
9/9/2026 Community Bank of Raymore17,777$5.14M2.9%+3.2%0.000%
9/9/2026 Van Hulzen Asset Management LLC329,239$95.27M6.7%-10.1%0.002%
9/9/2026 Cahill Financial Advisors Inc.81,213$23.50M2.3%-1.7%0.001%
9/9/2026 IPG Investment Advisors LLC78,040$22.58M3.3%+9.6%0.001%
9/9/2026 MCF Advisors LLC119,467$34.57M1.2%+8.3%0.001%
9/9/2026 Bienville Capital Management LLC42,792$12.38M1.7%+2.5%0.000%
9/9/2026 Archford Capital Strategies LLC105,245$30.45M3.1%+0.6%0.001%
9/9/2026 Gemmer Asset Management LLC55,214$15.98M1.1%+0.6%0.000%
9/9/2026 Lotus Asset Management LLC69,222$20.03M17.8%N/A0.000%
9/9/2026 National Pension Service31,517,924$9.12B5.9%+1.6%0.216%
9/9/2026 SMI Advisory Services LLC739$231K0.0%N/A0.000%
9/9/2026 Engineers Gate Manager LP6,110$1.77M0.0%-84.4%0.000%
9/9/2026 Cidel Asset Management Inc.280,800$81.25M3.9%+45.2%0.002%
9/9/2026 Plimoth Trust Co. LLC107,732$31.17M6.2%-0.1%0.001%
9/9/2026 Capital Analysts LLC195,454$56.56M1.3%-2.1%0.001%
9/9/2026 Summit Financial Strategies Inc.69,451$20.10M1.4%-1.0%0.000%
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9/9/2026 SVB Wealth LLC312,512$90.43M5.3%-9.9%0.002%
9/9/2026 Insight Wealth Partners LLC10,293$2.98M0.4%+5.5%0.000%
9/9/2026 Capital Advantage Inc.52,049$15.06M1.8%-2.8%0.000%
9/9/2026 Concorde Asset Management LLC12,091$3.50M2.0%+0.6%0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC221,397$64.06M3.8%+1.9%0.002%
9/9/2026 Integrated Wealth Concepts LLC1,118,467$323.85M1.9%+10.3%0.008%
9/9/2026 Community Bank N.A.371,053$107.36M11.6%-0.5%0.003%
9/9/2026 RFG Advisory LLC241,545$69.89M1.1%+17.2%0.002%
9/9/2026 NewEdge Advisors LLC3,482,619$1.01B3.0%+3.5%0.024%
9/9/2026 Cypress Capital Management LLC WY 81,231$23.51M20.1%-0.7%0.001%
9/9/2026 Hedeker Wealth LLC61,055$17.67M3.4%-0.3%0.000%
9/9/2026 GFG Capital LLC77,561$22.44M5.4%-2.7%0.001%
9/9/2026 Ehrenkranz Partners L.P.3,155$913K0.5%+5.0%0.000%
9/9/2026 IFP Advisors Inc484,958$140.33M2.5%-0.1%0.003%
9/9/2026 Roble Belko & Company Inc6,550$1.90M0.2%+17.6%0.000%
9/9/2026 Baird Financial Group Inc.10,163,392$2.94B4.0%+1.6%0.070%
9/9/2026 Arcus Capital Partners LLC6,983$2.02M0.9%-53.1%0.000%
9/9/2026 Sterling Investment Advisors Ltd.130,967$37.90M5.8%-1.2%0.001%
9/9/2026 One Charles Private Wealth Services LLC29,466$8.53M2.0%-2.2%0.000%
9/9/2026 Centerline Wealth Advisors LLC34,607$10.01M3.1%-0.7%0.000%
9/9/2026 Stableford Capital II LLC30,238$8.75M3.1%-4.6%0.000%
9/9/2026 XY Planning Network Inc.18,613$5.39M0.7%-23.0%0.000%
9/9/2026 BayBridge Capital Group LLC4,847$1.40M0.7%+1.7%0.000%
9/8/2026 Ramsay Stattman Vela & Price Inc.149,094$43.14M7.7%-1.3%0.001%
9/8/2026 Mraz Amerine & Associates Inc.14,285$4.13M0.6%-1.8%0.000%
9/8/2026 Arizona State Retirement System4,073,733$1.18B5.9%+1.2%0.028%
9/8/2026 Powerhouse Assets LLC2,389$691K0.6%+2.8%0.000%
9/8/2026 Edge Wealth Management LLC165,348$47.85M7.7%-0.2%0.001%
9/8/2026 Murphy Pohlad Asset Management LLC15,394$4.45M1.5%-0.6%0.000%
9/8/2026 Paragon Capital Management Ltd13,242$3.83M0.7%-2.8%0.000%
9/8/2026 Lipe & Dalton64,456$18.65M8.7%-1.7%0.000%
9/8/2026 Empirical Finance LLC518,315$149.98M6.2%+3.4%0.004%
9/8/2026 Nykredit A S5,440,251$1.58B4.9%N/A0.037%
9/3/2026 Anchor Capital Advisors LLC31,079$9.07M0.2%+7.6%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group23,984$6.94M0.7%+28.3%0.000%
9/2/2026 Kinetic Wealth Investment Advisors LLC3,341$967K0.5%N/A0.000%
9/2/2026 Range Advisory LLC59,364$17.18M2.0%+38.0%0.000%
9/2/2026 Capital & Planning LLC21,860$6.33M3.3%+0.4%0.000%
9/2/2026 Brown 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%
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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%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,580 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 1,408,801,544 shares in the last 24 months. This purchase volume represents approximately $393.18B in transactions.

Of the 3,954 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 435,861,425 shares in the last 24 months. This volume of shares sold represents approximately $113.81B in transactions.


Related Companies

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 9/18/2026. New 13F filings are added each quarter as they're published.
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