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Apple (AAPL) Institutional Ownership

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$210.43 +0.29 (+0.14%)
As of 01:36 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)
3826
Total
Institutional Inflows
(last 12 months)
$223.76B
Number of
Institutional Sellers
(last 12 months)
3731
Total
Institutional Outflows
(last 12 months)
$144.78B
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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
4/28/2025Castle Wealth Management LLC25,076$5.57M2.2%+2.4%0.000%
4/28/2025TKG Advisors LLC3,494$776K0.4%+2.4%0.000%
4/28/2025North Capital Inc.15,385$3.42M3.2%N/A0.000%
4/28/2025Barlow Wealth Partners Inc.129,136$27.03M3.5%+8.1%0.001%
4/28/2025Mountain Capital Investment Advisors Inc.24,296$5.06M0.9%+1.4%0.000%
4/28/2025Summit Place Financial Advisors LLC33,827$7.51M4.2%+0.5%0.000%
4/28/2025Boulder Wealth Advisors LLC6,722$1.49M0.9%+3.4%0.000%
4/28/2025D.A. Davidson & CO.1,488,352$330.61M2.7%-1.8%0.010%
4/28/2025Rosenberg Matthew Hamilton12,049$2.68M0.7%+6.3%0.000%
4/28/2025Principal Financial Group Inc.21,347,671$4.74B2.7%-1.7%0.142%
4/28/2025Xcel Wealth Management LLC52,630$11.69M3.6%-1.2%0.000%
4/28/2025MBM Wealth Consultants LLC15,381$3.42M1.0%+2.3%0.000%
4/28/2025Bellevue Asset Management LLC56,396$12.53M6.8%-0.9%0.000%
4/28/2025Mutual Advisors LLC628,923$131.62M3.8%-4.4%0.004%
4/28/2025Capstone Wealth Management Group LLC14,809$3.29M1.9%+0.5%0.000%
4/28/2025Tandem Investment Advisors Inc.6,989$1.55M0.1%-3.6%0.000%
4/28/2025Oregon Public Employees Retirement Fund1,290,097$286.57M5.5%-0.4%0.009%
4/28/2025Red Mountain Financial LLC20,330$4.52M5.5%+1.5%0.000%
4/28/2025Meritage Portfolio Management427,833$95.04M6.3%-1.9%0.003%
4/28/2025Audent Global Asset Management LLC32,990$7.33M6.0%-5.2%0.000%
4/28/2025Holcombe Financial Inc.90,800$20.17M16.7%-0.2%0.001%
4/28/2025Straight Path Wealth Management3,465$770K0.3%-17.5%0.000%
4/28/2025Buffington Mohr McNeal53,639$11.92M2.3%-12.5%0.000%
4/28/2025ZWJ Investment Counsel Inc.270,495$60.09M2.4%-4.1%0.002%
4/28/2025Clark Asset Management LLC66,674$14.81M2.5%+6.5%0.000%
4/28/2025Sterling Manor Financial LLC12,745$2.83M2.0%-3.4%0.000%
4/28/2025Smart Money Group LLC9,071$2.02M1.8%+24.4%0.000%
4/28/2025Resonant Capital Advisors LLC82,118$18.24M1.3%+2.7%0.001%
4/28/2025MontVue Capital Management Inc.2,871$638K0.5%-17.4%0.000%
4/28/2025Global Strategic Investment Solutions LLC15,774$3.50M0.4%-34.0%0.000%
4/28/2025Capital Investment Counsel Inc575,216$127.77M19.1%+18.1%0.004%
4/28/2025Teacher Retirement System of Texas4,955,786$1.10B4.6%-12.5%0.033%
4/28/2025Lodestone Wealth Management LLC33,459$7.43M4.0%+1.1%0.000%
4/28/2025Silver Oak Wealth Advisors Services LLC6,249$1.39M1.2%-0.8%0.000%
4/28/2025Clune & Associates LTD.27,916$6.20M1.9%-4.2%0.000%
4/28/2025First Horizon Advisors Inc.324,979$72.19M2.0%-3.3%0.002%
4/28/2025Latitude Advisors LLC11,371$2.53M1.5%+3.6%0.000%
4/28/2025Heritage Oak Wealth Advisors LLC16,927$3.76M1.7%-0.5%0.000%
4/28/2025Revisor Wealth Management LLC54,681$12.15M5.4%-14.4%0.000%
4/28/2025Strategic Financial Concepts LLC52,332$11.63M2.2%-1.1%0.000%
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4/28/2025Cannon Advisors Inc.24,135$5.36M4.9%-2.8%0.000%
4/28/2025Baskin Financial Services Inc.330,554$73.43M6.0%-2.1%0.002%
4/28/2025Glassy Mountain Advisors Inc.67,000$14.88M5.3%-3.2%0.000%
4/28/2025FSR Wealth Management Ltd.3,245$721K1.0%-35.1%0.000%
4/28/2025Weaver Consulting Group35,825$7.96M2.4%-0.9%0.000%
4/28/2025Elmwood Wealth Management Inc.23,680$5.26M2.2%-1.3%0.000%
4/28/2025Private Trust Co. NA141,310$31.39M3.2%-0.8%0.001%
4/28/2025Mainstream Capital Management LLC38,861$8.63M6.8%-1.1%0.000%
4/28/2025Arlington Trust Co LLC66,701$14.82M3.1%+1.0%0.000%
4/28/2025Vishria Bird Financial Group LLC105,376$23.41M8.0%+0.3%0.001%
4/28/2025Alley Investment Management Company LLC135,005$29.99M3.8%+0.4%0.001%
4/28/2025Physician Wealth Advisors Inc.76,375$16.97M2.9%+0.2%0.001%
4/28/2025Pinnacle Financial Partners Inc923,090$213.28M4.3%0.0%0.006%
4/28/2025Instrumental Wealth LLC8,411$1.76M1.6%+11.8%0.000%
4/28/2025Horizon Financial Services LLC747,203$165.98M1.4%+20,644.1%0.005%
4/28/2025Equita Financial Network Inc.7,116$1.58M0.6%+53.2%0.000%
4/28/2025Swmg LLC7,656$1.60M0.6%+7.7%0.000%
4/28/2025ArborFi Advisors LLC1,747$388K0.4%-11.0%0.000%
4/28/2025American Capital Advisory LLC23,712$5.27M2.8%-5.1%0.000%
4/28/2025Financial Advocates Investment Management88,865$19.74M1.4%-74.8%0.001%
4/28/2025McGinn Penninger Investment Management Inc.61,489$13.66M8.9%-1.5%0.000%
4/28/2025Krane Funds Advisors LLC10,508$2.33M0.1%+16.1%0.000%
4/28/2025Kanawha Capital Management LLC324,370$72.05M5.6%-0.7%0.002%
4/28/2025Penobscot Wealth Management12,243$2.72M1.1%+0.5%0.000%
4/28/2025Moody Lynn & Lieberson LLC273,790$60.82M3.9%-10.3%0.002%
4/28/2025Aaron Wealth Advisors LLC106,309$23.61M2.7%+1.0%0.001%
4/28/2025Defender Capital LLC.4,695$1.03M0.4%-34.8%0.000%
4/28/2025FSM Wealth Advisors LLC45,617$10.13M2.3%+12.9%0.000%
4/28/2025TLW Wealth Management LLC56,171$12.48M7.5%+1.1%0.000%
4/28/2025Coastline Trust Co179,603$39.90M5.0%-2.0%0.001%
4/28/2025WCM Investment Management LLC1,592$347K0.0%N/A0.000%
4/28/2025Lawson Kroeker Investment Management Inc. NE18,172$4.04M0.7%-10.2%0.000%
4/28/2025GR Financial Group LLC15,828$3.52M0.5%+38.8%0.000%
4/28/2025NovaPoint Capital LLC52,025$11.56M3.6%-2.8%0.000%
4/28/2025Fedenia Advisers LLC18,328$4.07M2.6%-5.4%0.000%
4/28/2025Meadow Creek Wealth Advisors LLC19,563$4.35M3.2%-8.6%0.000%
4/28/2025CarsonAllaria Wealth Management Ltd.12,998$2.89M1.7%+0.7%0.000%
4/28/2025Detalus Advisors LLC23,916$5.31M1.7%+14.3%0.000%
4/28/2025Sippican Capital Advisors7,310$1.62M1.2%-1.7%0.000%
4/28/2025Klingenstein Fields & Co. LP381,122$84.66M3.6%-0.5%0.003%
4/28/2025Arbor Capital Management Inc. ADV10,974$2.45M2.4%+14.8%0.000%
4/28/2025Oregon Pacific Wealth Management LLC4,831$1.07M1.1%-1.6%0.000%
4/28/2025Harbour Trust & Investment Management Co212,225$47.14M5.7%-5.0%0.001%
4/28/2025Alterna Wealth Management Inc.19,187$4.26M3.2%-1.5%0.000%
4/28/2025PICTET BANK & TRUST Ltd1,360$302K0.4%-91.9%0.000%
4/28/2025Great Point Wealth Advisors LLC18,539$4.12M0.9%-6.4%0.000%
4/28/2025LFA Lugano Financial Advisors SA4,215$936K0.6%-7.1%0.000%
4/28/2025Keybank National Association OH5,109,182$1.13B4.5%-4.1%0.034%
4/28/2025Arbor Trust Wealth Advisors LLC35,168$7.81M3.7%-3.5%0.000%
4/28/2025Pictet North America Advisors SA59,114$13.13M1.3%-1.3%0.000%
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4/28/2025Vermillion Wealth Management Inc.10,331$2.30M0.7%-2.0%0.000%
4/28/2025Yukon Wealth Management Inc.94,464$20.98M8.7%N/A0.001%
4/28/2025TCP Asset Management LLC8,926$1.98M0.4%-9.2%0.000%
4/28/2025DAVENPORT & Co LLC1,231,172$272.86M1.6%-8.2%0.008%
4/28/2025Sageworth Trust Co8,108$1.80M0.1%-2.9%0.000%
4/28/2025Svenska Handelsbanken AB publ 122,714$27.26M27.1%N/A0.001%
4/28/2025Red Lighthouse Investment Management LLC93,531$20.78M8.3%+5.8%0.001%
4/28/2025Sumitomo Mitsui DS Asset Management Company Ltd2,146,030$476.70M4.9%+3.2%0.014%
4/28/2025Lansing Street Advisors14,703$3.27M1.1%-4.9%0.000%
4/28/2025Von Berge Wealth Management Group LLC10,763$2.24M1.4%-22.1%0.000%
(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, 5,728 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 4,678 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), GAMMA Investing LLC ($60.11M), State Street Corp ($58.55M), Geode Capital Management LLC ($26.79M), and Proficio Capital Partners LLC ($20.99M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,453,942,380 shares in the last 24 months. This purchase volume represents approximately $316.45B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,409 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 ($94.00M), Legal & General Group Plc ($52.70M), FMR LLC ($30.96M), Price T Rowe Associates Inc. MD ($19.33M), and Wellington Management Group LLP ($14.67M).

How much institutional selling is happening at Apple?

Institutional investors have sold a total of 822,534,800 shares in the last 24 months. This volume of shares sold represents approximately $174.79B in transactions.


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This page (NASDAQ:AAPL) was last updated on 4/29/2025 by MarketBeat.com Staff
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