Free Trial

Apple (AAPL) Institutional Ownership

Apple logo
$211.18 +1.16 (+0.55%)
Closing price 04:00 PM Eastern
Extended Trading
$211.18 0.00 (0.00%)
As of 07:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Apple (NASDAQ:AAPL)

Current
Institutional Ownership
Percentage
67.73%
Number of
Institutional Buyers
(last 12 months)
3984
Total
Institutional Inflows
(last 12 months)
$288.99B
Number of
Institutional Sellers
(last 12 months)
4067
Total
Institutional Outflows
(last 12 months)
$148.98B
Get AAPL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Apple stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Community Financial Services Group LLC115,053$23.61M4.7%-1.2%0.001%
7/18/2025NRI Wealth Management LC34,595$7.10M4.3%+1.5%0.000%
7/18/2025Precision Wealth Strategies LLC11,725$2.41M0.8%+171.6%0.000%
7/18/2025TruNorth Capital Management LLC13,718$2.82M0.6%-6.1%0.000%
7/18/2025jvl associates llc50,058$10.27M3.7%+6.4%0.000%
7/18/2025B.O.S.S. Retirement Advisors LLC16,722$3.43M0.9%+6.9%0.000%
7/18/2025Newman Dignan & Sheerar Inc.60,853$12.49M2.9%-10.9%0.000%
7/18/2025Meritas Wealth Management LLC45,026$9.24M5.1%-0.3%0.000%
7/18/2025Mountain Pacific Investment Advisers LLC18,353$3.77M0.3%-18.8%0.000%
7/18/2025Heritage Financial Services LLC40,720$8.36M0.8%-6.7%0.000%
7/18/2025Madrona Financial Services LLC38,885$7.98M1.9%+3.7%0.000%
7/18/2025SOA Wealth Advisors LLC.267,635$54.91M6.0%-0.7%0.002%
7/18/2025Founders Capital Management38,421$7.88M4.7%-0.3%0.000%
7/18/2025Miller Wealth Advisors LLC162,852$33.41M15.6%-1.4%0.001%
7/18/2025Parkwoods Wealth Partners LLC2,567$527K0.3%+50.5%0.000%
7/18/2025Dogwood Wealth Management LLC12,677$2.66M1.3%+36.9%0.000%
7/18/2025Client 1ST Advisory Group LLC12,631$2.59M0.9%+0.8%0.000%
7/18/2025Vigilare Wealth Management34,328$7.04M2.6%-0.6%0.000%
7/18/2025Centricity Wealth Management LLC5,096$1.05M0.8%-2.7%0.000%
7/18/2025First Pacific Financial19,641$4.03M0.6%+33.3%0.000%
7/18/2025Deltec Asset Management LLC28,630$5.87M1.0%-0.2%0.000%
7/18/2025Chelsea Counsel Co.91,406$18.75M9.3%-0.1%0.001%
7/18/2025Trilogy Capital Inc.39,688$8.14M0.4%+1.1%0.000%
7/18/2025QTR Family Wealth LLC30,105$6.18M3.8%+11.8%0.000%
7/18/2025Eagle Capital Management LLC52,434$10.76M4.7%-1.0%0.000%
7/18/2025Trust Co. of Vermont567,406$116.42M5.5%-0.1%0.004%
7/18/2025Forbes J M & Co. LLP245,286$50.33M4.6%-2.6%0.002%
7/18/2025BCO Wealth Management LLC994$204K0.1%N/A0.000%
7/18/2025Ninety One SA PTY Ltd2,858$571K0.1%-91.6%0.000%
7/18/2025Bartlett & CO. Wealth Management LLC1,729,819$354.91M5.0%-0.1%0.012%
7/18/2025Ninety One UK Ltd2,500,633$513.06M1.2%+8.3%0.017%
7/18/2025Loudon Investment Management LLC16,976$3.48M1.9%-1.7%0.000%
7/18/2025Lynx Investment Advisory25,931$5.32M3.5%-2.5%0.000%
7/18/2025Magnolia Private Wealth LLC15,673$3.22M2.5%-0.9%0.000%
7/18/2025Marino Stram & Associates LLC46,327$9.51M1.9%+4.2%0.000%
7/18/2025Panoramic Capital Partners LLC18,839$4.02M2.8%+3.4%0.000%
7/18/2025Rogco LP21,471$4.41M1.7%-1.6%0.000%
7/18/2025Pacific Point Advisors LLC14,879$3.05M1.7%-0.7%0.000%
7/18/2025Impact Capital Partners LLC52,741$10.82M3.5%+2.2%0.000%
7/18/2025Rolek Wealth Management LLC2,898$595K0.5%+2.8%0.000%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
7/18/2025Forza Wealth Management LLC12,606$2.59M1.1%-2.2%0.000%
7/18/2025Community Bank & Trust Waco Texas210,630$43.22M9.8%-0.8%0.001%
7/18/2025SigFig Wealth Management LLC1,830$368K0.0%+2.8%0.000%
7/18/2025Independent Investors Inc.1,122,721$230.35M50.2%-2.8%0.008%
7/18/2025Childress Capital Advisors LLC54,332$11.15M2.8%+8.3%0.000%
7/18/2025OLD Point Trust & Financial Services N A46,154$9.47M3.7%-3.8%0.000%
7/18/2025Provident Wealth Management LLC9,573$1.96M0.6%-0.6%0.000%
7/18/2025PFG Investments LLC516,017$105.87M6.2%-0.6%0.003%
7/18/2025Consolidated Portfolio Review Corp204,052$41.87M5.8%+0.9%0.001%
7/18/2025TABR Capital Management LLC6,433$1.32M1.1%-4.6%0.000%
7/18/2025Citrine Capital LLC3,260$669K0.4%+1.9%0.000%
7/18/2025Midwest Financial Group LLC31,596$6.48M3.4%-11.7%0.000%
7/18/2025LBP AM SA936,031$192.05M2.7%+0.8%0.006%
7/18/2025Victrix Investment Advisors38,422$7.88M3.5%+2.9%0.000%
7/18/2025Institute for Wealth Management LLC.125,768$25.80M2.9%-1.5%0.001%
7/18/2025Arcadia Wealth Management LLC2,675$549K0.2%-18.8%0.000%
7/18/2025Columbia Asset Management208,272$42.73M8.4%-58.2%0.001%
7/18/2025Brueske Advisory Services LLC8,427$1.73M1.2%-3.7%0.000%
7/18/2025PBMares Wealth Management LLC34,165$7.01M1.3%-10.5%0.000%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.20,000$4.10M2.1%-39.4%0.000%
7/18/2025Sicart Associates LLC16,364$3.36M1.2%-18.1%0.000%
7/18/2025O ROURKE & COMPANY Inc80,628$16.54M7.7%+58.4%0.001%
7/18/2025Requisite Capital Management LLC5,736$1.18M0.3%+16.0%0.000%
7/18/2025Generali Investments CEE investicni spolecnost a.s.68,873$14.13M1.2%+2.0%0.000%
7/18/2025Liberty Capital Management Inc.88,540$18.17M3.7%-2.9%0.001%
7/18/2025Wetzel Investment Advisors Inc.14,408$2.96M1.4%-0.6%0.000%
7/18/2025Cooper Financial Group151,431$31.07M3.7%-7.3%0.001%
7/18/2025Alley Investment Management Company LLC135,301$27.76M3.4%+0.2%0.001%
7/18/2025PGGM Investments229,664$47.12M0.8%-78.1%0.002%
7/18/2025Truist Financial Corp6,836,934$1.40B2.1%-0.1%0.046%
7/18/2025Broadway Wealth Solutions Inc.9,393$1.93M1.2%+13.0%0.000%
7/18/2025Powers Advisory Group LLC10,698$2.20M1.0%+1.5%0.000%
7/18/2025Bourgeon Capital Management LLC54,271$11.14M2.2%+0.2%0.000%
7/18/2025Westhampton Capital LLC86,829$17.82M9.2%-0.1%0.001%
7/18/2025Parkside Investments LLC73,977$15.18M2.1%-3.3%0.000%
7/18/2025FMB Wealth Management19,592$4.02M1.9%+12.4%0.000%
7/18/2025Lockerman Financial Group Inc.6,218$1.28M1.7%-2.3%0.000%
7/18/2025Pennsylvania Capital Management Inc. ADV150,419$30.86M9.9%-8.0%0.001%
7/18/2025First United Bank & Trust37,653$7.73M2.7%-2.3%0.000%
7/18/2025Union Bancaire Privee UBP SA653,497$137.88M2.8%-5.2%0.004%
7/17/2025MBA Advisors LLC17,021$3.49M1.6%-12.8%0.000%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC16,353$3.36M0.7%+8.4%0.000%
7/17/2025Chicago Capital LLC467,591$95.94M2.4%-0.1%0.003%
7/17/2025One Wealth Advisors LLC168,584$34.59M4.8%-4.8%0.001%
7/17/2025Trivium Point Advisory LLC100,707$20.66M2.2%-0.2%0.001%
7/17/2025Spectrum Strategic Capital Management LLC20,472$4.20M2.1%+17.1%0.000%
7/17/2025Emerald Advisors LLC22,017$4.52M0.6%+8.0%0.000%
7/17/2025LifeGuide Financial Advisors LLC3,694$758K0.3%+24.4%0.000%
7/17/2025Mokosak Advisory Group LLC6,657$1.37M0.4%+9.5%0.000%
7/17/2025Melfa Wealth Management Inc.20,149$4.13M2.6%-17.4%0.000%
“All the land that you see I will give to you and your offspring forever…” (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
7/17/2025Cornerstone Wealth Advisors Inc.6,574$1.35M0.3%-29.1%0.000%
7/17/2025Eclectic Associates Inc. ADV49,766$10.21M2.2%-1.4%0.000%
7/17/2025Eagle Bluffs Wealth Management LLC6,914$1.42M0.7%-0.8%0.000%
7/17/2025Robbins Farley23,344$4.79M2.2%+2.2%0.000%
7/17/2025Mainsail Financial Group LLC5,952$1.25M0.6%+3.9%0.000%
7/17/2025C2C Wealth Management LLC38,986$8.00M7.2%-2.5%0.000%
7/17/2025Legacy Wealth Management Inc3,862$792K0.0%+31.4%0.000%
7/17/2025Bluesphere Advisors LLC8,363$1.72M0.9%-3.4%0.000%
7/17/2025Hamilton Capital Partners LLC57,745$11.85M5.7%-24.4%0.000%
7/17/2025Lee Johnson Capital Management LLC7,811$1.60M0.6%-73.0%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, 5,856 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 4,833 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), Kingstone Capital Partners Texas LLC ($205.69M), International Assets Investment Management LLC ($164.16M), Nuveen LLC ($78.66M), Vanguard Group Inc. ($73.04M), GAMMA Investing LLC ($60.11M), and State Street Corp ($58.55M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,250,265,683 shares in the last 24 months. This purchase volume represents approximately $289.17B in transactions.

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

Of the 4,064 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 632,481,483 shares in the last 24 months. This volume of shares sold represents approximately $149.02B in transactions.



This page (NASDAQ:AAPL) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners