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Apple (AAPL) Institutional Ownership

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Closing price 03/7/2025 04:00 PM Eastern
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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)
3802
Total
Institutional Inflows
(last 12 months)
$213.28B
Number of
Institutional Sellers
(last 12 months)
3578
Total
Institutional Outflows
(last 12 months)
$144.10B
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AAPL Institutional Buying and Selling by Quarter

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Apple Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/7/2025 Alpha Wealth Funds LLC13,441$3.37M3.3%N/A0.000%
3/6/2025 Copia Wealth Management5,421$1.36M1.3%N/A0.000%
3/6/2025 IronOak Wealth LLC.9,441$2.36M2.6%N/A0.000%
3/6/2025 Arcadia Wealth Management Inc.7,205$1.80M1.5%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC12,822$3.21M1.1%N/A0.000%
3/6/2025 Kilter Group LLC6,565$1.64M1.1%N/A0.000%
3/6/2025 TFR Capital LLC.42,143$10.55M5.2%N/A0.000%
3/6/2025 AG Asset Advisory LLC4,261$1.07M1.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC63,103$15.44M3.8%-1.2%0.000%
3/5/2025 Financial Insights Inc.63,347$15.86M6.1%-13.7%0.000%
3/5/2025 Phocas Financial Corp.9,325$2.34M0.3%-2.1%0.000%
3/5/2025 Probity Advisors Inc.8,379$2.10M0.4%+12.9%0.000%
3/5/2025 Copley Financial Group Inc.3,065$768K0.6%-4.3%0.000%
3/4/2025 Comprehensive Money Management Services LLC4,494$1.13M0.9%N/A0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL24,062$6.03M2.2%-1.6%0.000%
3/4/2025 Dogwood Wealth Management LLC8,158$2.04M1.1%+6.8%0.000%
3/4/2025 Smith Shellnut Wilson LLC ADV32,146$8.05M3.6%+0.5%0.000%
3/4/2025 Audent Global Asset Management LLC34,785$8.71M5.7%+155.3%0.000%
3/4/2025 Siemens Fonds Invest GmbH433,723$109.39M4.2%+5.3%0.003%
3/3/2025 GHE LLC800$200K0.1%N/A0.000%
3/3/2025 Fluent Financial LLC3,787$948K0.4%-3.4%0.000%
3/3/2025 American Investment Services Inc.54,355$13.61M2.4%-27.4%0.000%
3/3/2025 Cim LLC83,386$20.88M3.0%-0.7%0.001%
3/3/2025 Forthright Family Wealth Advisory LLC10,155$2.54M1.7%-5.2%0.000%
2/28/2025 BridgePort Financial Solutions LLC30,895$7.33M3.4%N/A0.000%
2/28/2025 Park Square Financial Group LLC28,541$7.15M4.9%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.14,132$3.54M3.2%N/A0.000%
2/28/2025 Menard Financial Group LLC12,523$3.14M1.9%+2.5%0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH10,784,183$2.70B5.3%N/A0.072%
2/28/2025 Brooklyn FI LLC1,335$334K0.1%-10.5%0.000%
2/27/2025 Fidelity D & D Bancorp Inc.10,026$2.51M1.7%+1.5%0.000%
2/27/2025 Skyline Advisors Inc.19,543$4.89M1.9%-5.2%0.000%
2/27/2025 Brucke Financial Inc.12,021$2.84M2.5%N/A0.000%
2/27/2025 Azzad Asset Management Inc. ADV189,297$47.40M9.0%+13.0%0.001%
2/27/2025 Omnia Family Wealth LLC37,048$9.28M3.7%+2.0%0.000%
2/27/2025 REAP Financial Group LLC46,712$11.70M2.9%-1.9%0.000%
2/27/2025 Landaas & Co. WI ADV29,265$7.33M2.0%+2.3%0.000%
2/27/2025 ABLE Financial Group LLC44,809$11.22M3.3%+3.3%0.000%
2/27/2025 Chelsea Counsel Co.94,662$23.71M12.2%-4.6%0.001%
2/27/2025 KMT Wealth Management LLC1,633$409K0.3%N/A0.000%
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2/27/2025 Bernard Wealth Management Corp.92,778$23.23M10.7%N/A0.001%
2/27/2025 XY Planning Network Inc.4,376$1.10M0.8%N/A0.000%
2/27/2025 HWG Holdings LP92,119$23.07M7.6%+1.7%0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.77,820$19.49M2.9%-19.9%0.001%
2/27/2025 Carolinas Wealth Consulting LLC58,890$14.75M2.6%-35.1%0.000%
2/26/2025 Bristol John W & Co. Inc. NY1,114,978$279.21M4.6%-2.2%0.007%
2/26/2025 Yoffe Investment Management LLC6,212$1.56M2.2%N/A0.000%
2/26/2025 LifeWealth Investments LLC24,627$6.17M4.1%N/A0.000%
2/26/2025 Capital A Wealth Management LLC4,243$1.06M1.8%N/A0.000%
2/26/2025 Financial Advisory Corp9,112$2.28M0.4%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC9,374$2.35M1.1%+8.5%0.000%
2/26/2025 Lakeshore Capital Group Inc.9,428$2.36M3.6%N/A0.000%
2/26/2025 Virtue Capital Management LLC38,179$9.56M1.9%-1.9%0.000%
2/26/2025 Sculati Wealth Management LLC58,707$14.70M5.7%-1.7%0.000%
2/26/2025 Advisor Resource Council6,758$1.69M1.2%-85.1%0.000%
2/25/2025 Heck Capital Advisors LLC43,358$10.86M0.7%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC21,902$5.49M3.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.667,482$167.15M5.5%-9.9%0.004%
2/25/2025 Brick & Kyle Associates61,388$15.37M6.5%-1.3%0.000%
2/25/2025 Armis Advisers LLC71,467$17.90M2.2%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC191,082$47.85M3.7%-0.6%0.001%
2/25/2025 Integrated Advisors Network LLC274,104$68.64M3.3%+6.2%0.002%
2/25/2025 Chokshi & Queen Wealth Advisors Inc89,690$22.46M13.9%N/A0.001%
2/25/2025 Garde Capital Inc.111,818$28.00M1.8%+0.8%0.001%
2/24/2025 H&H Retirement Design & Management INC2,180$535K0.3%-11.1%0.000%
2/24/2025 Instrumental Wealth LLC7,525$1.85M1.7%+7.4%0.000%
2/24/2025 Wilkins Miller Wealth Management LLC10,557$2.64M2.8%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.37,426$9.37M4.4%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC73,948$18.09M6.6%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.442,133$110.72M2.5%-1.6%0.003%
2/24/2025 Cypress Asset Management Inc. TX114,870$29.49M7.3%N/A0.001%
2/24/2025 Ameriflex Group Inc.56,715$13.39M6.1%N/A0.000%
2/24/2025 United Advisor Group LLC68,985$17.28M3.4%+2.0%0.000%
2/24/2025 Sunbeam Capital Management LLC20,530$5.14M4.8%N/A0.000%
2/24/2025 Challenger Wealth Management22,498$5.63M4.9%N/A0.000%
2/22/2025 American Trust74,857$18.75M1.4%-3.2%0.000%
2/21/2025 Ascent Group LLC158,846$39.78M3.0%-22.5%0.001%
2/21/2025 Gould Capital LLC22,282$5.58M3.9%-1.7%0.000%
2/21/2025 Aberdeen Wealth Management LLC27,625$6.92M4.7%+7.2%0.000%
2/21/2025 WNY Asset Management LLC58,493$14.65M1.8%-2.0%0.000%
2/21/2025 Fidelity D & D Bancorp Inc.9,157$2.29M1.7%-7.3%0.000%
2/21/2025 Putney Financial Group LLC109,621$27.45M19.1%N/A0.001%
2/21/2025 Aurdan Capital Management LLC3,420$856K0.3%N/A0.000%
2/21/2025 PVG Asset Management Corp2,685$672K3.2%N/A0.000%
2/21/2025 Perennial Advisors LLC125,821$31.51M6.9%N/A0.001%
2/21/2025 Vermillion Wealth Management Inc.10,540$2.64M1.4%N/A0.000%
2/20/2025 Mackenzie Financial Corp8,989,756$2.25B2.9%+18.4%0.060%
2/20/2025 Forum Financial Management LP315,003$78.88M1.3%+3.5%0.002%
2/20/2025 Baer Investment Advisory LLC11,897$2.98M6.2%N/A0.000%
2/20/2025 Griffith & Werner Inc.24,585$6.16M4.1%N/A0.000%
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2/20/2025 Wealth Management Strategies Inc.19,297$4.83M3.7%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC8,388$2.10M4.5%N/A0.000%
2/20/2025 Montchanin Asset Management LLC78,639$19.69M19.1%-6.8%0.001%
2/20/2025 Michels Family Financial LLC4,832$1.21M1.1%N/A0.000%
2/20/2025 Westfuller Advisors LLC19,231$4.82M3.1%-0.3%0.000%
2/20/2025 Peak Retirement Planning Inc.10,476$2.62M1.8%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC67,159$16.82M3.8%+4.9%0.000%
2/20/2025 Wormser Freres Gestion26,947$6.81M4.1%-0.8%0.000%
2/20/2025 Kingstone Capital Partners Texas LLC35,987$9.01M7.3%N/A0.000%
2/20/2025 Revisor Wealth Management LLC63,870$15.99M14.7%-9.5%0.000%
(Data available from 1/1/2016 forward)

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AAPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AAPL shares?

During the previous two years, 5,682 institutional investors and hedge funds held shares of Apple. The most heavily invested institutionals were Vanguard Group Inc. ($349.53B), 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 ($55.12B), 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 4,654 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), Vanguard Group Inc. ($68.03M), State Street Corp ($58.55M), Geode Capital Management LLC ($26.79M), Proficio Capital Partners LLC ($20.99M), and Swedbank AB ($20.86M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,385,998,171 shares in the last 24 months. This purchase volume represents approximately $300.76B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,273 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 ($95.04M), Legal & General Group Plc ($52.70M), FMR LLC ($30.96M), Price T Rowe Associates Inc. MD ($19.33M), and Jennison Associates LLC ($16.72M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 833,557,315 shares in the last 24 months. This volume of shares sold represents approximately $175.76B in transactions.


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This page (NASDAQ:AAPL) was last updated on 3/9/2025 by MarketBeat.com Staff
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