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Apple (AAPL) Institutional Ownership

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$213.36 +0.92 (+0.43%)
Closing price 07/3/2025 03:59 PM Eastern
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$213.56 +0.21 (+0.10%)
As of 07/3/2025 04:59 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)
3942
Total
Institutional Inflows
(last 12 months)
$247.52B
Number of
Institutional Sellers
(last 12 months)
4017
Total
Institutional Outflows
(last 12 months)
$148.37B
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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
7/3/2025 First Hawaiian Bank16,345$3.35M0.5%+0.9%0.000%
7/3/2025 Trinity Financial Advisors LLC39,090$8.02M2.5%+34.8%0.000%
7/3/2025 Arvest Investments Inc.20,175$4.14M0.6%+4.0%0.000%
7/3/2025 CPA Asset Management LLC18,083$3.71M1.6%-0.5%0.000%
7/3/2025 TrueWealth Advisors LLC11,030$2.26M0.7%-2.9%0.000%
7/3/2025 Collective Family Office LLC12,606$2.59M0.7%-7.4%0.000%
7/3/2025 McLean Asset Management Corp98,957$21.02M5.5%+0.5%0.001%
7/3/2025 Sage Capital Advisors llc147,766$30.32M7.5%-3.0%0.001%
7/3/2025 Trust Co of the South85,907$17.63M3.1%+0.3%0.001%
7/3/2025 Fiduciary Financial Group LLC185,072$38.46M7.0%+6.7%0.001%
7/3/2025 City Center Advisors LLC3,878$796K0.9%+7.5%0.000%
7/2/2025 McAlister Sweet & Associates Inc.38,127$7.82M7.9%+27.0%0.000%
7/2/2025 Norway Savings Bank42,227$8.66M4.4%-2.9%0.000%
7/2/2025 Capital Market Strategies LLC57,805$11.86M8.2%-7.1%0.000%
7/2/2025 S. R. Schill & Associates1,047$215K0.2%N/A0.000%
7/2/2025 InvesTrust29,056$5.96M2.3%-32.1%0.000%
7/2/2025 Boston Standard Wealth Management LLC3,462$710K0.1%-13.5%0.000%
7/2/2025 HBW Advisory Services LLC47,935$9.84M1.2%+27.6%0.000%
7/2/2025 Helen Stephens Group LLC11,783$2.42M0.6%+1.3%0.000%
7/2/2025 Crumly & Associates Inc.19,022$3.90M1.0%-3.0%0.000%
7/2/2025 Howard Financial Services LTD.132,520$27.19M3.6%-1.8%0.001%
7/2/2025 Doliver Advisors LP25,240$5.18M1.4%-2.1%0.000%
7/2/2025 First Financial Bank Trust Division128,506$26.37M2.3%-3.2%0.001%
7/2/2025 Jacobs & Co. CA254,468$52.21M5.2%+3.7%0.002%
7/2/2025 Marotta Asset Management7,558$1.55M0.3%-11.1%0.000%
7/2/2025 LVM Capital Management Ltd. MI387,208$79.44M8.2%-0.9%0.003%
7/2/2025 Waller Financial Planning Group Inc.24,056$4.94M1.2%-0.4%0.000%
7/2/2025 Neville Rodie & Shaw Inc.540,790$110.95M8.2%-5.0%0.004%
7/2/2025 Central Pacific Bank Trust Division76,838$15.77M2.0%-15.9%0.001%
7/1/2025 Cacti Asset Management LLC539,286$108.44M7.9%0.0%0.004%
7/1/2025 Legacy Wealth Management LLC MS109,347$22.44M6.8%-54.5%0.001%
7/1/2025 Park National Corp OH478,791$98.23M3.2%-1.9%0.003%
7/1/2025 First National Bank Sioux Falls22,357$4.59M1.7%-8.7%0.000%
7/1/2025 Stonebridge Capital Management Inc.86,738$17.80M7.0%+0.1%0.001%
7/1/2025 Kera Capital Partners Inc.15,727$3.23M0.6%+35.1%0.000%
7/1/2025 Private Client Services LLC22,080$4.53M1.8%+59.9%0.000%
7/1/2025 Rowlandmiller & PARTNERS.ADV136,395$27.98M5.8%+0.1%0.001%
7/1/2025 Stonehearth Capital Management LLC15,751$3.23M1.3%-2.3%0.000%
7/1/2025 Cullen Investment Group LTD.211,592$43.41M6.1%+0.3%0.001%
6/30/2025Pensionfund Sabic34,280$7.62M2.3%-14.9%0.000%
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6/27/2025AdviceOne Advisory Services LLC13,199$2.93M2.4%+1.7%0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs553,689$122.99M7.0%N/A0.004%
6/24/2025Rainier Family Wealth Inc.15,168$3.37M4.0%-0.6%0.000%
6/23/2025Swedbank AB19,179,656$4.26B5.7%+2.4%0.128%
6/18/2025Voya Investment Management LLC15,917,703$3.53B3.9%+10.8%0.107%
6/17/2025Howe & Rusling Inc.154,755$34.38M2.9%-0.9%0.001%
6/17/2025Guinness Asset Management LTD178,541$39.65M0.8%+5.3%0.001%
6/16/2025Maple Capital Management Inc.509,560$113.19M8.7%+0.5%0.003%
6/16/2025Lynx Investment Advisory26,599$5.91M3.9%+0.8%0.000%
6/16/2025Peterson Wealth Management10,366$2.30M1.6%-60.0%0.000%
6/13/2025Optima Capital LLC5,093$1.13M0.7%-4.9%0.000%
6/11/2025Kondo Wealth Advisors Inc.12,051$2.68M1.3%+4.5%0.000%
6/10/2025Birchbrook Inc.11,856$2.63M1.5%-0.7%0.000%
6/9/20251248 Management LLC38,709$8.60M3.5%-0.3%0.000%
6/6/2025First Long Island Investors LLC148,409$32.97M2.7%-5.5%0.001%
6/6/2025eCIO Inc.539$120K0.0%N/A0.000%
6/6/2025Blue Oak Capital LLC4,864$1.08M0.6%-50.0%0.000%
6/5/2025Fruth Investment Management33,156$7.36M2.0%-3.0%0.000%
6/5/2025Cim LLC77,209$17.15M2.5%-7.4%0.001%
6/5/2025Osterweis Capital Management Inc.47,302$10.51M0.0%-0.6%0.000%
6/4/2025 First Hawaiian Bank16,205$3.60M0.2%-87.7%0.000%
6/4/2025Harold Davidson & Associates Inc.205,570$45.66M24.9%-1.6%0.001%
6/3/2025CBIZ Investment Advisory Services LLC17,759$3.95M0.2%+4.2%0.000%
6/3/2025Invst LLC41,542$9.23M1.3%-11.7%0.000%
6/2/2025Cim Investment Management Inc.45,294$10.06M2.3%-6.8%0.000%
6/2/2025Hodges Capital Management Inc.60,483$13.44M1.4%-23.2%0.000%
6/2/2025Integrity Wealth Advisors Inc.18,476$4.10M3.0%-8.4%0.000%
6/2/2025Modern Wealth Management LLC349,317$77.59M2.5%+11.8%0.002%
5/29/2025Nova 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%
5/28/2025Jones Financial Companies Lllp1,926,440$421.24M0.4%+31.6%0.013%
5/28/2025Birmingham Capital Management Co. Inc. AL22,242$4.94M1.9%-7.6%0.000%
5/28/2025Vista Cima Wealth Management LLC22,798$5.06M3.7%+0.6%0.000%
5/28/2025Silicon Valley Capital Partners221,058$48.17M6.3%-9.5%0.001%
5/28/2025Anderson Financial Strategies LLC2,906$646K0.4%+5,830.6%0.000%
5/28/2025Strs Ohio5,451,847$1.21B5.1%N/A0.037%
5/28/2025GK Wealth Management LLC9,792$2.18M2.5%-11.7%0.000%
5/28/2025Ellsworth Advisors LLC35,493$7.88M2.1%+0.9%0.000%
5/28/2025Wealth Management Associates Inc.65,929$14.65M6.3%-0.6%0.000%
5/28/2025Intrua Financial LLC59,699$13.26M1.9%-13.9%0.000%
5/28/2025Addison Capital Co23,628$5.25M2.1%-4.3%0.000%
5/28/2025Turn8 Private Wealth Inc.16,646$3.70M2.9%+9.3%0.000%
5/27/2025Jacobi Capital Management LLC100,859$22.40M1.7%+1.3%0.001%
5/27/2025Carderock Capital Management Inc.52,899$11.75M3.1%-10.0%0.000%
5/27/2025Advisors Capital Management LLC908,849$201.88M3.1%-11.3%0.006%
5/27/2025SWS Partners6,165$1.37M0.4%+2.4%0.000%
5/27/2025Iron Gate Global Advisors LLC294,699$65.46M9.0%-0.5%0.002%
5/23/2025Triune Financial Partners LLC1,950$433K0.1%+98.8%0.000%
5/23/2025Strategic Financial Services Inc.72,974$16.21M0.9%-2.3%0.000%
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5/23/2025Twin Lakes Capital Management LLC81,563$18.12M10.1%-0.9%0.001%
5/22/2025Rollins Financial Advisors LLC318,090$70.66M12.3%-3.6%0.002%
5/22/2025Mattson Financial Services LLC37,155$8.25M2.5%+6.3%0.000%
5/22/2025BOS Asset Management LLC30,897$6.86M2.4%-3.9%0.000%
5/22/2025WBI Investments LLC14,017$3.11M0.8%+12.6%0.000%
5/22/2025Kilter Group LLC6,391$1.42M0.9%-2.7%0.000%
5/22/2025Chelsea Counsel Co.91,476$20.32M11.0%-3.4%0.001%
5/21/2025Westbourne Investments Inc.29,321$6.51M3.9%-4.5%0.000%
5/21/2025Indiana Trust & Investment Management Co59,994$13.33M4.8%-2.8%0.000%
5/21/2025MBL Wealth LLC89,997$19.99M2.0%+2.1%0.001%
(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, 5,839 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 Apple's institutional investors.

What percentage of Apple's stock is owned by institutional investors?

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

Which institutional investors have been buying Apple's stock?

Of the 4,794 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 ($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 1,047,005,410 shares in the last 24 months. This purchase volume represents approximately $247.52B in transactions.

Which of Apple's major shareholders have been selling company stock?

Of the 4,017 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 ($100M), International Assets Investment Management LLC ($93.94M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($91.34M), Legal & General Group Plc ($52.70M), FMR LLC ($22.22M), Wellington Management Group LLP ($21.46M), and Price T Rowe Associates Inc. MD ($20.88M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 629,231,878 shares in the last 24 months. This volume of shares sold represents approximately $148.37B in transactions.


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This page (NASDAQ:AAPL) was last updated on 7/6/2025 by MarketBeat.com Staff
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