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Apple (AAPL) Institutional Ownership

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$309.46 +6.04 (+1.99%)
Closing price 08/4/2026 03:59 PM Eastern
Extended Trading
$311.14 +1.68 (+0.54%)
As of 04:07 AM 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)
4063
Total
Institutional Inflows
(last 12 months)
$246.42B
Number of
Institutional Sellers
(last 12 months)
4134
Total
Institutional Outflows
(last 12 months)
$126.02B
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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
8/3/2026 BIP Wealth LLC121,031$35.02M1.0%N/A0.001%
8/3/2026 Phillips Financial Management LLC20,863$6.04M0.4%N/A0.000%
8/3/2026 Compound Global Advisors LLC700$203K5.0%N/A0.000%
8/3/2026 SWS Partners2,631$761K0.2%N/A0.000%
8/3/2026 Trifecta Capital Advisors LLC122,859$35.55M4.6%N/A0.001%
8/3/2026 McCartney Wealth Management LLC1,574$456K0.3%N/A0.000%
8/3/2026 Next Capital Management LLC26,355$7.63M2.1%N/A0.000%
8/3/2026 Good Steward Wealth Advisors LLC4,515$1.31M0.8%N/A0.000%
8/3/2026 Everett Harris & Co. CA4,086,992$1.18B14.5%N/A0.028%
8/3/2026 Pecaut & CO.35,616$10.31M3.1%N/A0.000%
8/3/2026 Summit Global Investments81,878$23.69M1.3%N/A0.001%
8/3/2026 Stack Financial Management Inc5,487$1.59M0.1%N/A0.000%
8/3/2026 Beacon Bank & Trust68,470$19.81M2.2%-3.1%0.000%
8/3/2026 Oppenheimer Asset Management Inc.428,726$124.06M1.3%N/A0.003%
8/3/2026 Bryn Mawr Trust Advisors LLC371,340$107.45M4.7%N/A0.003%
8/3/2026 Mill Capital Management LLC502,607$145.43M9.7%N/A0.003%
8/3/2026 Plan Group Financial LLC26,338$7.62M1.6%N/A0.000%
8/3/2026 Towercrest Capital Management33,727$9.76M1.4%N/A0.000%
8/3/2026 Laraway Financial Advisors Inc43,981$12.73M7.7%N/A0.000%
8/3/2026 Cornerstone Capital Inc.49,143$14.22M1.3%N/A0.000%
8/3/2026 Hardy Reed LLC134,673$38.97M2.5%N/A0.001%
8/3/2026 Northstar Group Inc.149,674$43.31M5.6%N/A0.001%
8/1/2026 Fourth Dimension Wealth LLC52,823$15.29M4.8%-2.1%0.000%
8/1/2026 Kuhn & Co Investment Counsel19,974$5.78M3.3%+1.1%0.000%
8/1/2026 Belpointe Asset Management LLC256,991$74.36M2.4%-0.6%0.002%
8/1/2026 Argus Investors Counsel Inc.15,813$4.58M3.5%-3.5%0.000%
8/1/2026 Fortis Capital Advisors LLC92,232$26.69M3.0%+6.0%0.001%
8/1/2026 Private Management Group Inc.46,882$13.57M0.4%+1.3%0.000%
8/1/2026 Baron Silver Stevens Financial Advisors LLC66,717$19.31M2.4%+65.6%0.000%
8/1/2026 Stirlingshire Investments Inc.7,357$2.13M1.6%+6.3%0.000%
8/1/2026 VestGen Investment Management7,524$2.18M1.2%+9.3%0.000%
8/1/2026 W Advisors LLC42,042$12.17M5.5%+3.6%0.000%
8/1/2026 Solidarity Wealth LLC190,482$55.12M9.6%-10.4%0.001%
8/1/2026 True Link Financial Advisors LLC4,279$1.24M0.1%-2.4%0.000%
8/1/2026 Daymark Wealth Partners LLC859,143$248.60M6.1%+6.3%0.006%
8/1/2026 J.P. Marvel Investment Advisors LLC185,779$53.76M6.2%+0.1%0.001%
8/1/2026 WorthPointe LLC8,303$2.40M0.6%-26.4%0.000%
8/1/2026 Avion Wealth18,123$5.24M1.0%+1.1%0.000%
8/1/2026 Integrity Advisory Solutions LLC18,885$5.47M0.6%+17.9%0.000%
8/1/2026 Guidance Point Advisors LLC7,582$2.20M0.5%-0.7%0.000%
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8/1/2026 AIA Group Ltd436,909$126.42M1.6%-4.4%0.003%
8/1/2026 Members Trust Co112,996$32.70M1.0%-0.8%0.001%
8/1/2026 Ball & Co Wealth Management Inc.3,464$1.00M0.7%+21.1%0.000%
8/1/2026 LJI Wealth Management LLC59,378$17.18M2.4%-0.8%0.000%
8/1/2026 Bruce G. Allen Investments LLC8,454$2.45M1.6%+4.1%0.000%
8/1/2026 Capitol Family Office Inc.12,385$3.58M3.8%-3.6%0.000%
8/1/2026 Wealth Quarterback LLC34,685$10.04M3.1%-6.3%0.000%
8/1/2026 Corus Family Wealth Advisors36,543$10.57M7.3%+1.0%0.000%
8/1/2026 Mitchell Capital Management Co.110,818$32.07M4.9%-1.6%0.001%
8/1/2026 Saybrook Capital NC146,539$42.40M10.6%-1.5%0.001%
8/1/2026 KDT Advisors LLC16,589$4.80M6.6%+0.9%0.000%
8/1/2026 Ellerson Group Inc. ADV39,875$11.54M6.8%-0.3%0.000%
8/1/2026 Integrity Financial Corp WA27,337$7.91M3.8%-15.9%0.000%
8/1/2026 Lountzis Asset Management LLC3,329$964K0.3%+94.8%0.000%
8/1/2026 Zullo Investment Group Inc.157,905$45.69M15.6%-1.1%0.001%
8/1/2026 Narus Financial Partners LLC17,935$5.19M1.3%-11.2%0.000%
8/1/2026 Quadcap Wealth Management LLC101,357$29.33M2.9%+2.1%0.001%
8/1/2026 BOCHK Asset Management Ltd131,950$38.18M6.0%+10.6%0.001%
8/1/2026 Ferguson Johnson Wealth Management Inc5,266$1.52M1.1%+2.5%0.000%
8/1/2026 Becker Capital Management Inc.635,045$183.76M4.9%+3.6%0.004%
8/1/2026 JMG Financial Group Ltd.8,701$2.52M0.1%+70.5%0.000%
8/1/2026 Evolution Advisers Inc.5,442$1.57M0.5%+0.8%0.000%
8/1/2026 Knights of Columbus Asset Advisors LLC352,083$101.88M5.1%+0.3%0.002%
8/1/2026 Merrithew & Thorsten Inc36,331$10.51M9.0%-1.8%0.000%
8/1/2026 Texas Bank & Trust Co64,214$18.58M6.1%-3.0%0.000%
8/1/2026 Madrid Wealth Management LLC11,210$3.24M2.1%-1.6%0.000%
8/1/2026 Elevate Capital Advisors LLC8,599$2.49M1.4%-9.9%0.000%
8/1/2026 Arrow Financial Corp67,740$19.60M1.8%-2.1%0.000%
8/1/2026 Cabot Wealth Management Inc.142,794$41.32M4.2%-3.2%0.001%
8/1/2026 Odyssey Capital Advisors Inc.12,353$3.57M2.6%+2.3%0.000%
8/1/2026 Stonebridge Financial Planning Group LLC11,299$3.27M1.0%+0.4%0.000%
8/1/2026 MGO One Seven LLC611,989$177.09M2.9%+5.6%0.004%
7/31/2026 Keener Financial Planning LLC11,303$3.27M1.2%+5.5%0.000%
7/31/2026 Interactive Financial Advisors Inc.1,241$359K0.2%-7.2%0.000%
7/31/2026 Truepoint Inc.24,406$7.06M0.1%+10.9%0.000%
7/31/2026 West Tower Group LLC700$203K0.6%-76.7%0.000%
7/31/2026 Garde Capital Inc.105,802$30.62M1.4%+0.4%0.001%
7/31/2026 Natural Investments LLC117,657$34.05M7.5%+1.8%0.001%
7/31/2026 Bannerstone Capital Management LLC19,775$5.72M4.8%-1.1%0.000%
7/31/2026 Evergreen Wealth Management LLC952$275K0.1%+5.5%0.000%
7/31/2026 Powers Advisory Group LLC10,472$3.03M0.9%-2.1%0.000%
7/31/2026 Camden National Bank15,448$4.47M0.6%+5.2%0.000%
7/31/2026 Manuka Financial LLC11,899$3.44M1.8%+240.2%0.000%
7/31/2026 Providence Financial Advisors LLC1,696$491K0.3%-2.9%0.000%
7/31/2026 Levin Capital Strategies L.P.94,384$27.31M1.8%+0.4%0.001%
7/31/2026 Payden & Rygel138,310$40.02M3.1%+275.8%0.001%
7/31/2026 Convergence Investment Partners LLC21,486$6.22M0.6%-34.6%0.000%
7/31/2026 City of London Investment Management Co. Ltd.242,951$70.30M4.2%+13.8%0.002%
7/31/2026 Ascent Wealth Partners LLC165,586$47.91M4.8%+5.6%0.001%
7/31/2026 Diversified Enterprises LLC108,809$31.49M1.5%+1.3%0.001%
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7/31/2026 Harfst & Associates Inc.34,317$9.93M1.5%-2.0%0.000%
7/31/2026 Simmons Bank136,153$39.40M2.2%+4.3%0.001%
7/31/2026 Jacobi Capital Management LLC111,297$32.21M1.6%+0.3%0.001%
7/31/2026 Linscomb Wealth Inc.114,461$33.12M1.4%-12.5%0.001%
7/31/2026 Castle Wealth Management LLC22,134$6.41M1.9%+0.4%0.000%
7/31/2026 Zions Bancorporation National Association UT106,231$30.74M1.8%-2.9%0.001%
7/31/2026 Mascagni Wealth Management Inc.20,077$5.81M3.6%-1.1%0.000%
7/31/2026 Aberdeen Group plc16,875,873$4.88B6.9%+1.3%0.115%
7/31/2026 BCS Private Wealth Management Inc.26,925$7.79M2.3%-15.9%0.000%
7/31/2026 New Republic Capital LLC189,533$54.84M12.6%+349.5%0.001%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,530 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 5,568 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 ($60.09M).

Institutional investors have bought a total of 1,004,242,564 shares in the last 24 months. This purchase volume represents approximately $246.47B in transactions.

Of the 4,134 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. ($37.64M), 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 500,744,365 shares in the last 24 months. This volume of shares sold represents approximately $126.57B in transactions.


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This page (NASDAQ:AAPL) was last updated on 8/5/2026 by MarketBeat.com Staff.
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