Free Trial

Apple (AAPL) Institutional Ownership

Apple logo
$349.51 +17.61 (+5.31%)
Closing price 11/4/2026 04:00 PM Eastern
Extended Trading
$352.72 +3.21 (+0.92%)
As of 07:13 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.

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

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3927
Total
Institutional Inflows
(last 12 months)
$402.04B
Number of
Institutional Sellers
(last 12 months)
3848
Total
Institutional Outflows
(last 12 months)
$112.66B
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
11/5/2026626 Financial LLC50,010$16.65M6.2%+0.1%0.000%
11/5/2026Keybank National Association OH4,564,598$1.52B5.0%-2.6%0.031%
11/5/2026Lynx Capital Group Ltd. ADV16,351$5.45M2.1%+3.5%0.000%
11/5/2026Elevated Capital Advisors LLC21,532$7.17M2.4%-34.4%0.000%
11/5/2026Cornerstone Wealth Management LLC352,511$117.39M4.9%+0.6%0.002%
11/5/2026Searle & CO.91,022$30.31M7.1%-1.0%0.001%
11/5/2026MKP Capital Management L.L.C.492,000$163.85M4.9%N/A0.003%
11/5/2026Narwhal Capital Management280,046$93.26M6.3%-0.1%0.002%
11/5/2026Triton Wealth Management PLLC39,653$13.11M4.0%+1.1%0.000%
11/5/2026Csenge Advisory Group160,797$53.55M2.1%-1.2%0.001%
11/5/2026D.B. Root & Company LLC39,710$13.22M2.8%+0.2%0.000%
11/5/2026Gables Capital Management Inc.55,375$18.44M6.4%-0.9%0.000%
11/5/2026D Orazio & Associates Inc.50,153$16.70M1.8%+9.9%0.000%
11/5/2026Fingerlakes Wealth Management Inc.30,514$10.16M5.5%-0.5%0.000%
11/5/2026Quarry Hill Advisors LLC3,986$1.33M0.5%+22.0%0.000%
11/5/2026Alexander Randolph Advisory Inc.1,900$633K0.5%+106.5%0.000%
11/5/2026Guardian Financial Partners LLC12,719$4.24M1.6%+1.8%0.000%
11/5/2026Bedminster LLC1,529$509K0.4%-2.1%0.000%
11/5/2026Marathon Wealth Advisors LLC39,000$12.99M4.3%-0.8%0.000%
11/5/2026Blue Water Asset Management6,057$2.02M0.6%+3.9%0.000%
11/4/2026DBA Trading LLC20,400$6.79M11.5%N/A0.000%
11/4/2026New York Life Investment Management LLC2,267,879$755.25M5.1%-2.2%0.016%
11/4/2026Gen Wealth Partners Inc10,251$3.41M0.9%-1.9%0.000%
11/4/2026DMKC Advisory Services LLC2,266$755K0.2%-24.3%0.000%
11/4/2026Torrey Growth & Income Advisors8,867$3.00M0.9%+3.2%0.000%
11/4/2026Global Wealth Management Investment Advisory Inc.73,483$24.47M3.1%-0.6%0.001%
11/4/202671 West Capital Partners366,894$122.18M4.0%+0.7%0.003%
11/4/2026Flynn Zito Capital Management LLC69,918$23.28M6.1%-0.4%0.000%
11/4/2026Welch & Forbes LLC1,643,333$547.26M6.4%-24.7%0.011%
11/4/2026Idaho Trust Co4,505$1.50M0.5%+2.2%0.000%
11/4/2026Alpha Wealth Funds LLC717$239K0.8%-9.6%0.000%
11/4/2026United Capital Management of KS Inc.60,249$20.06M2.6%+1.0%0.000%
11/4/2026Beutel Goodman & Co Ltd.38,360$12.77M0.1%-5.4%0.000%
11/4/2026Pinion Investment Advisors LLC20,659$6.88M1.2%+1.5%0.000%
11/4/2026Altiora Financial Group LLC8,781$2.92M0.5%-13.8%0.000%
11/4/2026Strategic Equity Management1,126$375K0.3%-54.6%0.000%
11/4/2026Lockheed Martin Investment Management Co.120,210$40.03M2.9%-77.3%0.001%
11/4/2026Montis Financial LLC73,357$24.43M5.1%+0.1%0.001%
11/4/2026AEGON ASSET MANAGEMENT UK Plc1,890,245$629.49M6.5%-6.8%0.013%
11/4/2026Texas Bank & Trust Co63,215$21.05M6.6%-1.6%0.000%
Elon Musk's Intel Deal Already Jumped 177 Percent This Year (Ad)

Elon Musk's April 2026 partnership with Intel sent shares climbing 177% within two months. Jeff Brown, the analyst who flagged Nvidia in 2016 before its 37,800% run, says Musk may announce a new AI partnership any day.tc pixel

See which company Jeff Brown believes Musk could partner with next.
11/4/2026Gryphon Financial Partners LLC185,633$61.82M4.9%+0.9%0.001%
11/4/2026Fairscale Capital LLC23,563$8.12M4.6%+0.7%0.000%
11/4/2026Creekside Partners33,868$11.28M4.2%-5.8%0.000%
11/4/2026Soundwatch Capital LLC59,567$19.88M2.2%-0.5%0.000%
11/4/2026M&G PLC893,583$297.56M1.5%-10.0%0.006%
11/4/2026 Vestor Capital LLC292,507$97.41M2.7%+52,414.7%0.002%
11/4/2026Villere ST Denis J & Co. LLC92,009$30.64M3.2%-6.0%0.001%
11/4/2026Kestra Investment Management LLC84,358$28.09M0.5%+6.1%0.001%
11/4/2026Retirement Systems of Alabama5,314,048$1.77B5.1%+2.6%0.036%
11/4/2026Midwest Capital Advisors LLC1,295$431K0.2%+47.8%0.000%
11/4/2026Palacios Wealth Management LLC29,296$9.76M4.9%+0.2%0.000%
11/4/2026Private Management Group Inc.42,213$14.06M0.4%-10.0%0.000%
11/4/2026Kohmann Bosshard Financial Services LLC44,803$14.92M1.3%-3.3%0.000%
11/4/2026 Jim Saulnier & Associates LLC5,648$1.88M0.8%-2.1%0.000%
11/4/2026Joseph Group Capital Management30,504$10.16M1.8%+4.9%0.000%
11/4/2026Syntax Research Inc.27,496$9.16M6.6%-4.5%0.000%
11/4/2026Fulcrum Asset Management LLP121,459$40.01M1.8%+3.7%0.001%
11/4/2026Chartist Inc. CA844$281K0.3%-11.5%0.000%
11/4/2026Allspring Global Investments Holdings LLC5,498,063$1.82B2.9%+9.2%0.038%
11/4/2026rebel Financial LLC1,510$503K0.2%+8.9%0.000%
11/4/2026Mizuho Securities Co. Ltd.320$107K2.7%N/A0.000%
11/4/2026Accuvest Global Advisors17,695$5.89M4.4%-5.2%0.000%
11/4/2026Griffith & Werner Inc.30,600$10.19M3.3%+0.3%0.000%
11/4/2026StoneRidge PMG Advisors LLC24,410$8.13M5.5%N/A0.000%
11/4/2026Missouri Trust & Investment Co133,653$44.51M11.9%-0.7%0.001%
11/4/20265th Street Advisors LLC17,236$5.74M2.3%-0.4%0.000%
11/4/2026Burton Enright Welch38,420$12.80M1.4%+13.9%0.000%
11/4/2026Beverly Hills Private Wealth LLC83,564$27.83M4.1%+5.1%0.001%
11/4/2026Bryn Mawr Trust Advisors LLC362,920$120.86M5.1%-2.3%0.002%
11/4/2026Hager Investment Management Services LLC31,817$10.60M5.0%-5.7%0.000%
11/4/2026Brickley Wealth Management394,444$131.36M18.3%-0.1%0.003%
11/4/2026R. W. Roge & Company Inc.11,937$3.98M1.4%+12.9%0.000%
11/4/2026Platt Wealth Management LLC18,800$6.26M4.9%-1.4%0.000%
11/4/2026Hoertkorn Richard Charles37,489$12.49M8.3%-3.1%0.000%
11/4/2026SoundView Advisors Inc.5,930$1.97M0.6%+3.5%0.000%
11/4/2026Carret Asset Management LLC311,025$103.58M8.9%-1.3%0.002%
11/4/2026 University of Texas Texas AM Investment Management Co.76,814$25.58M3.2%-43.2%0.001%
11/4/2026 Triune Financial Partners LLC4,046$1.35M0.3%+60.8%0.000%
11/4/2026 Family Capital Management Inc.24,590$8.19M3.1%+10.2%0.000%
11/4/2026 Almanack Investment Partners LLC.32,098$10.69M0.8%+1.2%0.000%
11/4/2026 Edgemoor Investment Advisors Inc.336,346$112.01M7.5%-1.4%0.002%
11/4/2026 BCS Wealth Management17,692$5.89M1.0%-4.0%0.000%
11/4/2026 FWG Investments LLC.6,609$2.20M1.0%-8.3%0.000%
11/4/2026 Landmark Wealth Management LLC10,588$3.53M0.8%-0.9%0.000%
11/4/2026 Johnson & White Wealth Management LLC20,083$6.69M2.4%-0.5%0.000%
11/4/2026 IronBridge Private Wealth LLC2,798$932K0.3%-8.2%0.000%
11/4/2026 Paragon Advisors LLC7,429$2.47M0.5%+4.4%0.000%
11/4/2026 Elite Wealth Management Inc.35,032$11.67M2.2%-4.5%0.000%
11/4/2026 Navigation Wealth Management Inc.606$207K0.3%N/A0.000%
11/4/2026 M Holdings Securities Inc.230,683$77.79M4.7%N/A0.002%
The government is buying stocks (Ad)

Donald Trump and Bernie Sanders rarely agree on anything, yet both are steering the country toward the same economic system, according to veteran analyst Porter Stansberry. The government has already taken stakes in companies like Intel, Lithium Americas, and MP Materials, while political rhetoric on both sides points toward deeper centralization. Stansberry has spent months investigating what this bipartisan shift could mean for investors navigating the months ahead.tc pixel

Watch Porter Stansberry's full investment broadcast now
11/4/2026 Shepherd Financial Partners LLC132,285$44.05M3.5%+0.9%0.001%
11/4/2026 Avantax Planning Partners Inc.141,394$47.09M1.2%-3.7%0.001%
11/4/2026 Brighton Jones LLC615,978$205.13M3.6%+6.3%0.004%
11/4/2026 Candriam S.C.A.3,545,932$1.19B5.3%-2.4%0.024%
11/4/2026 Richard Young Associates Ltd.8,141$2.71M1.8%+5.2%0.000%
11/3/2026 Kimelman & Baird LLC268,090$89.28M6.4%-3.0%0.002%
11/3/2026 American State Bank Iowa 25,251$8.41M3.2%-0.5%0.000%
11/3/2026 Beam Wealth Advisors Inc.24,333$8.10M1.8%+0.7%0.000%
11/3/2026 Chapman Investment Management LLC29,836$9.94M7.8%-199.4%0.000%
11/3/2026 Cullinan Associates Inc.370,628$123.43M9.4%-3.0%0.003%


AAPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,602 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($387.75B), State Street Corp ($182.90B), 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 5,636 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 State Street Corp ($96.04M).

Institutional investors have bought a total of 1,432,058,775 shares in the last 24 months. This purchase volume represents approximately $402.04B in transactions.

Of the 3,821 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 Axxcess Wealth Management LLC ($10.93M).

Institutional investors have sold a total of 428,390,955 shares in the last 24 months. This volume of shares sold represents approximately $112.66B in transactions.



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 11/5/2026. New 13F filings are added each quarter as they're published.
From Our Partners