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Apple (AAPL) Institutional Ownership

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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)
3945
Total
Institutional Inflows
(last 12 months)
$247.54B
Number of
Institutional Sellers
(last 12 months)
4022
Total
Institutional Outflows
(last 12 months)
$148.37B
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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
7/7/2025O Connor Financial Group LLC4,075$870K0.4%+7.5%0.000%
7/7/2025Trust Co. of Oklahoma66,287$13.60M4.3%+0.4%0.000%
7/7/2025Hoertkorn Richard Charles96,779$19.86M8.4%-2.4%0.001%
7/7/2025Investors Research Corp18,827$3.86M0.8%+4.4%0.000%
7/7/2025Wealth Alliance Advisory Group LLC50,015$10.26M2.0%+4.4%0.000%
7/7/2025Park Edge Advisors LLC12,378$2.54M0.7%+6.2%0.000%
7/7/2025Fox Hill Wealth Management43,661$8.96M4.6%-11.3%0.000%
7/7/2025Veery Capital LLC12,680$2.60M0.9%+7.8%0.000%
7/7/2025Value Partners Investments Inc.3,491$715K0.1%+5.0%0.000%
7/7/2025St. Clair Advisors LLC88,920$18.24M4.8%-2.0%0.001%
7/7/2025Accelerate Investment Advisors LLC14,404$2.96M2.2%-6.2%0.000%
7/7/2025Capital Asset Advisory Services LLC185,477$38.55M1.8%+35.1%0.001%
7/7/2025Wesbanco Bank Inc.905,523$185.79M5.5%+6.9%0.006%
7/7/2025HMS Capital Management LLC15,900$3.26M1.5%-1.8%0.000%
7/7/2025Verde Capital Management6,838$1.40M0.3%+2.7%0.000%
7/7/2025Kings Path Partners LLC2,480$509K0.2%+67.6%0.000%
7/7/2025Whitaker Myers Wealth Managers LTD.16,119$3.31M0.8%-13.1%0.000%
7/7/2025Osprey Private Wealth LLC9,375$2.00M1.1%+9.3%0.000%
7/7/2025Vishria Bird Financial Group LLC97,940$20.09M6.7%-7.1%0.001%
7/7/2025Somerset Trust Co54,782$11.24M3.7%-0.1%0.000%
7/7/2025Good Steward Wealth Advisors LLC6,833$1.40M1.1%-5.1%0.000%
7/7/2025Zevenbergen Capital Investments LLC475,911$97.64M1.9%-2.4%0.003%
7/7/2025Versant Capital Management Inc50,239$10.31M1.6%+3.1%0.000%
7/7/2025Peak Financial Advisors LLC15,777$3.24M1.7%-11.0%0.000%
7/7/2025Global Wealth Strategies & Associates11,769$2.42M0.7%-4.7%0.000%
7/7/2025First Citizens Financial Corp21,579$4.43M2.4%-10.0%0.000%
7/7/2025General Partner Inc.69,723$14.31M8.4%-3.5%0.000%
7/7/2025Modus Advisors LLC47,727$9.79M2.9%-0.2%0.000%
7/7/2025First Community Trust NA58,176$11.94M9.7%-0.1%0.000%
7/7/2025Delphi Management Inc. MA8,507$1.75M1.7%-7.7%0.000%
7/7/2025Insight Wealth Strategies LLC37,946$7.89M1.0%+2.5%0.000%
7/7/2025Retirement Wealth Solutions LLC2,201$452K0.3%+3.7%0.000%
7/7/2025Armstrong Henry H Associates Inc.61,276$12.57M1.2%-2.9%0.000%
7/7/2025Roxbury Financial LLC13,983$2.87M2.8%-5.2%0.000%
7/7/2025Greenfield Savings Bank66,337$13.61M6.2%+0.5%0.000%
7/7/2025Nova Wealth Management Inc.6,012$1.23M0.9%+5.9%0.000%
7/7/2025Ables Iannone Moore & Associates Inc.100,750$20.67M12.9%-0.2%0.001%
7/7/2025OMNI 360 Wealth Inc.18,327$3.76M1.9%+5.4%0.000%
7/7/2025Bangor Savings Bank65,113$13.36M1.2%-2.6%0.000%
7/7/2025Thurston Springer Miller Herd & Titak Inc.81,786$16.78M2.2%-10.8%0.001%
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7/7/2025Salem Investment Counselors Inc.975,375$200.12M6.3%-0.2%0.007%
7/7/2025Aletheian Wealth Advisors LLC18,076$3.71M1.8%-4.1%0.000%
7/7/2025Discipline Wealth Solutions LLC15,909$3.26M1.3%+69.7%0.000%
7/7/2025Centurion Wealth Management LLC71,047$14.58M4.2%-2.3%0.000%
7/7/2025Douglas Lane & Associates LLC173,746$35.65M0.5%-7.2%0.001%
7/7/2025Taylor & Morgan Wealth Management LLC27,402$5.62M3.8%-1.2%0.000%
7/7/2025TruWealth Advisors LLC197,426$40.51M2.2%+4.3%0.001%
7/7/2025RB Capital Management LLC278,958$57.23M13.0%+48.1%0.002%
7/7/2025Wilson & Boucher Capital Management LLC34,790$7.14M5.0%-2.1%0.000%
7/7/2025RDA Financial Network47,171$9.68M2.6%+1.1%0.000%
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%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

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%
(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, 5,838 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 4,792 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 1,047,097,075 shares in the last 24 months. This purchase volume represents approximately $247.54B in transactions.

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

Of the 4,021 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 629,250,507 shares in the last 24 months. This volume of shares sold represents approximately $148.37B in transactions.



This page (NASDAQ:AAPL) was last updated on 7/8/2025 by MarketBeat.com Staff
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