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Apple (AAPL) Institutional Ownership

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Closing price 04/8/2025 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)
3820
Total
Institutional Inflows
(last 12 months)
$223.09B
Number of
Institutional Sellers
(last 12 months)
3589
Total
Institutional Outflows
(last 12 months)
$144.14B
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AAPL Institutional Buying and Selling by Quarter

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Apple Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025Conrad Siegel Investment Advisors Inc.10,355$2.30M0.6%-2.8%0.000%
4/8/2025Founders Capital Management38,539$8.56M5.5%-0.9%0.000%
4/8/2025Rhumbline Advisers28,573,295$6.35B5.9%+0.7%0.190%
4/8/2025Aletheian Wealth Advisors LLC18,856$4.19M2.4%+20.8%0.000%
4/8/2025Taylor & Morgan Wealth Management LLC27,746$6.16M4.6%-1.7%0.000%
4/8/2025Bowman & Co S.C.29,689$6.60M3.2%+3.0%0.000%
4/8/2025Sterneck Capital Management LLC88,309$19.62M10.6%-2.8%0.001%
4/8/2025Allied Investment Advisors LLC51,170$11.37M2.2%-38.9%0.000%
4/8/2025Fifth Third Wealth Advisors LLC321,725$71.47M3.7%+10.5%0.002%
4/8/2025Peoples Bank KS20,662$4.59M3.1%+2.2%0.000%
4/8/2025Cascade Investment Advisors Inc.19,075$4.24M2.9%-1.8%0.000%
4/8/2025Burr Financial Services LLC10,872$2.42M1.9%-29.6%0.000%
4/8/2025Cerro Pacific Wealth Advisors LLC71,596$15.90M5.4%-0.5%0.000%
4/8/2025Ables Iannone Moore & Associates Inc.100,972$22.43M15.3%-0.5%0.001%
4/8/2025Verde Capital Management6,661$1.48M0.4%-6.9%0.000%
4/8/2025Dumont & Blake Investment Advisors LLC69,641$15.47M4.3%-0.8%0.000%
4/8/2025Veery Capital LLC11,762$2.61M1.0%+9.3%0.000%
4/8/2025IVC Wealth Advisors LLC59,680$13.26M7.1%-3.3%0.000%
4/8/2025Marion Wealth Management37,643$8.36M2.2%+3.4%0.000%
4/8/2025J2 Capital Management Inc2,901$644K0.6%-22.9%0.000%
4/8/2025Boston Standard Wealth Management LLC4,000$843K0.2%+10.0%0.000%
4/8/2025Asset Management Advisors LLC33,962$7.54M5.1%+0.3%0.000%
4/8/2025Catalyst Private Wealth LLC12,307$2.73M1.3%+0.6%0.000%
4/8/2025Stolper Co59,666$13.25M4.3%-2.2%0.000%
4/8/2025Meyer Handelman Co.587,399$130.48M4.5%-0.8%0.004%
4/8/2025Highland Financial Advisors LLC6,321$1.40M0.5%-8.2%0.000%
4/8/2025First Community Trust NA58,227$12.93M11.3%-0.5%0.000%
4/8/2025Rooted Wealth Advisors Inc.13,485$3.00M1.2%-1.0%0.000%
4/8/2025Weinberger Asset Management Inc12,693$2.82M1.2%+4.9%0.000%
4/8/2025Beese Fulmer Investment Management Inc.310,364$68.94M5.9%+0.5%0.002%
4/8/2025Pacifica Partners Inc.60,437$12.27M5.6%-1.7%0.000%
4/8/2025Investors Research Corp18,040$4.01M0.9%+6.6%0.000%
4/8/2025New Hampshire Trust120,412$26.75M6.1%-5.4%0.001%
4/8/2025Avondale Wealth Management14,337$3.19M2.0%+7.3%0.000%
4/8/2025Fulcrum Capital LLC149,509$33.21M7.4%-6.6%0.001%
4/8/2025James J. Burns & Company LLC116,402$25.86M4.6%+0.2%0.001%
4/8/2025Atlas Brown Inc.76,008$16.88M5.9%+0.8%0.001%
4/8/2025Armstrong Henry H Associates Inc.63,094$14.02M1.4%-1.2%0.000%
4/8/2025Winthrop Advisory Group LLC150,623$33.46M4.0%-2.6%0.001%
4/8/2025LVM Capital Management Ltd. MI390,913$86.83M9.7%-0.9%0.003%
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4/8/2025Somerset Trust Co54,840$12.18M4.3%+1.6%0.000%
4/8/2025Lantz Financial LLC32,744$7.27M2.0%-1.1%0.000%
4/8/2025BTC Capital Management Inc.213,256$47.37M4.3%+4.3%0.001%
4/8/2025Andrew Hill Investment Advisors Inc.17,428$3.87M3.7%-44.1%0.000%
4/8/2025Burns J W & Co. Inc. NY320,251$71.14M9.2%-0.7%0.002%
4/8/2025Advisory Alpha LLC64,537$14.34M0.9%-45.8%0.000%
4/8/2025Delphi Management Inc. MA9,220$2.05M2.1%-5.0%0.000%
4/8/2025Legacy Financial Strategies LLC31,884$7.08M1.5%+2.4%0.000%
4/8/2025Doliver Advisors LP25,783$5.73M1.6%-0.5%0.000%
4/8/2025Retirement Wealth Solutions LLC2,123$472K0.4%+31.2%0.000%
4/8/2025St. Louis Financial Planners Asset Management LLC14,909$3.31M2.5%+17.0%0.000%
4/8/2025Rothschild Investment LLC289,661$64.34M4.3%-3.8%0.002%
4/8/2025Spartan Planning & Wealth Management15,226$3.38M3.3%-44.2%0.000%
4/8/2025S.E.E.D. Planning Group LLC64,092$14.24M4.8%+1.0%0.000%
4/8/2025Private Client Services LLC13,808$3.07M1.5%-17.1%0.000%
4/8/2025Global Financial Private Client LLC65,911$14.64M5.6%-8.1%0.000%
4/8/2025Welch Group LLC360,722$78.60M3.5%-0.2%0.002%
4/8/2025Legacy Solutions LLC3,481$773K0.9%+3.2%0.000%
4/8/2025Parallel Advisors LLC926,914$205.88M4.4%+8.5%0.006%
4/8/2025Lowe Wealth Advisors LLC4,369$971K0.4%+16.0%0.000%
4/7/2025 Summit Global Investments42,344$9.41M0.7%-37.4%0.000%
4/7/2025 First County Bank CT 30,486$6.77M3.7%-9.7%0.000%
4/7/2025 Tompkins Financial Corp206,100$45.78M4.4%-0.7%0.001%
4/7/2025 Partnership Wealth Management LLC4,239$942K0.8%-9.3%0.000%
4/7/2025 Silvia Mccoll Wealth Management LLC39,557$8.79M6.7%-0.8%0.000%
4/7/2025 O Connor Financial Group LLC3,790$842K0.4%+5.9%0.000%
4/7/2025 GoalVest Advisory LLC12,311$2.74M0.8%+8.4%0.000%
4/7/2025 GAMMA Investing LLC60,066,398$133.43B24.0%+25,934.1%0.400%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO32,719$7.27M2.9%-6.0%0.000%
4/7/2025 AdvisorNet Financial Inc108,693$24.14M1.8%-0.1%0.001%
4/7/2025 Eastover Investment Advisors LLC53,205$11.82M5.7%-4.4%0.000%
4/7/2025 Howard Financial Services LTD.134,972$29.98M4.1%+0.2%0.001%
4/7/2025 FC Advisory LLC9,766$2.17M0.7%-2.7%0.000%
4/7/2025 Bath Savings Trust Co279,026$61.98M6.4%-2.1%0.002%
4/4/2025 Exeter Financial LLC41,956$9.32M4.2%-3.5%0.000%
4/4/2025 Webster Bank N. A.217,843$48.39M5.3%-1.2%0.001%
4/4/2025 Quent Capital LLC146,130$32.46M3.4%-0.8%0.001%
4/4/2025 Farmers Trust Co.100,096$22.23M4.2%-12.1%0.001%
4/4/2025 Sage Capital Advisors llc152,361$33.84M8.9%-3.7%0.001%
4/4/2025 Moody National Bank Trust Division154,618$34.35M3.6%-0.9%0.001%
4/4/2025 Agate Pass Investment Management LLC47,498$10.55M4.5%+1.5%0.000%
4/4/2025 Baring Financial LLC9,607$2.13M1.8%-4.7%0.000%
4/4/2025 General Partner Inc.72,248$16.05M10.5%-6.3%0.000%
4/4/2025 Legacy Private Trust Co.187,738$41.70M2.9%-2.4%0.001%
4/4/2025 Capital Market Strategies LLC62,212$13.82M9.2%-4.3%0.000%
4/4/2025 Cadinha & Co. LLC21,890$4.86M1.0%-0.9%0.000%
4/3/2025 Central Pacific Bank Trust Division91,378$20.30M2.8%+1.8%0.001%
4/3/2025 Versant Capital Management Inc48,710$10.82M1.8%+64.8%0.000%
4/3/2025 Hiley Hunt Wealth Management5,922$1.32M0.7%-2.0%0.000%
4/3/2025 First Hawaiian Bank122,090$27.12M1.7%-7.5%0.001%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
4/3/2025 Boston Common Asset Management LLC254,836$56.61M1.7%+2.5%0.002%
4/3/2025 Adirondack Trust Co.70,686$15.70M6.1%-0.6%0.000%
4/3/2025 Magnolia Capital Management Ltd.26,726$5.94M5.1%-1.1%0.000%
4/3/2025 Collective Family Office LLC13,616$3.02M0.8%-11.0%0.000%
4/3/2025 First Citizens Financial Corp23,982$5.33M3.0%+1.1%0.000%
4/3/2025 jvl associates llc47,044$10.45M4.2%-3.2%0.000%
4/3/2025 Insight Wealth Strategies LLC37,010$8.22M1.1%-2.6%0.000%
4/3/2025 Norman Fields Gottscho Capital Management LLC124,731$27.71M9.3%-11.0%0.001%
4/3/2025 Jacobs & Co. CA245,305$54.49M5.8%-1.5%0.002%
4/3/2025 Legacy Wealth Management LLC MS240,181$53.35M17.4%+247.3%0.002%
(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, 5,704 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), GAMMA Investing LLC ($133.43B), FMR LLC ($85.55B), Geode Capital Management LLC ($85.00B), Berkshire Hathaway Inc ($69.90B), and Price T Rowe Associates Inc. MD ($55.12B).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 4,676 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 ($60.07M), 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 1,446,750,212 shares in the last 24 months. This purchase volume represents approximately $314.31B in transactions.

Which Apple major shareholders have been selling company stock?

Of the 4,276 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 832,694,781 shares in the last 24 months. This volume of shares sold represents approximately $175.68B in transactions.



This page (NASDAQ:AAPL) was last updated on 4/9/2025 by MarketBeat.com Staff
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