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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)
3819
Total
Institutional Inflows
(last 12 months)
$209.75B
Number of
Institutional Sellers
(last 12 months)
3581
Total
Institutional Outflows
(last 12 months)
$144.11B
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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
4/3/2025Central Pacific Bank Trust Division91,378$20.30M2.8%+1.8%0.001%
4/3/2025Versant Capital Management Inc48,710$10.82M1.8%+64.8%0.000%
4/3/2025Hiley Hunt Wealth Management5,922$1.32M0.7%-2.0%0.000%
4/3/2025First Hawaiian Bank122,090$27.12M1.7%-7.5%0.001%
4/3/2025Boston Common Asset Management LLC254,836$56.61M1.7%+2.5%0.002%
4/3/2025Adirondack Trust Co.70,686$15.70M6.1%-0.6%0.000%
4/3/2025Magnolia Capital Management Ltd.26,726$5.94M5.1%-1.1%0.000%
4/3/2025Collective Family Office LLC13,616$3.02M0.8%-11.0%0.000%
4/3/2025First Citizens Financial Corp23,982$5.33M3.0%+1.1%0.000%
4/3/2025jvl associates llc47,044$10.45M4.2%-3.2%0.000%
4/3/2025Insight Wealth Strategies LLC37,010$8.22M1.1%-2.6%0.000%
4/3/2025Norman Fields Gottscho Capital Management LLC124,731$27.71M9.3%-11.0%0.001%
4/3/2025Jacobs & Co. CA245,305$54.49M5.8%-1.5%0.002%
4/3/2025Legacy Wealth Management LLC MS240,181$53.35M17.4%+247.3%0.002%
4/2/2025Lederer & Associates Investment Counsel CA55,967$12.43M9.1%+2.5%0.000%
4/2/2025Park National Corp OH488,285$108.46M4.0%-2.8%0.003%
4/2/2025Waller Financial Planning Group Inc.24,149$5.36M1.5%+37.6%0.000%
4/2/2025Marotta Asset Management8,504$1.98M0.4%+3.0%0.000%
4/2/2025Kera Capital Partners Inc.11,641$2.59M0.8%+3.5%0.000%
4/2/2025Marcum Wealth LLC95,207$21.15M1.8%+0.8%0.001%
4/2/2025Global Wealth Strategies & Associates12,347$2.74M0.8%+7.3%0.000%
4/2/2025Rempart Asset Management Inc.7,377$1.64M0.3%-6.6%0.000%
4/1/2025Penbrook Management LLC4,054$901K0.7%-1.2%0.000%
4/1/2025Centre Asset Management LLC117,497$26.10M6.7%-6.4%0.001%
4/1/2025Hobart Private Capital LLC7,956$1.77M0.4%+36.6%0.000%
4/1/2025Cullen Investment Group LTD.210,960$46.86M7.1%-1.5%0.001%
4/1/2025Trust Co of the South85,662$19.03M4.0%-4.5%0.001%
4/1/2025Cacti Asset Management LLC539,371$117.53M9.4%-0.2%0.004%
4/1/2025Modus Advisors LLC47,813$10.62M3.5%-0.4%0.000%
4/1/2025Neville Rodie & Shaw Inc.568,959$126.38M9.9%-5.4%0.004%
4/1/2025MassMutual Private Wealth & Trust FSB705,114$156.63M4.5%-3.9%0.005%
4/1/2025Stonehearth Capital Management LLC16,121$3.58M1.5%-2.3%0.000%
4/1/2025Emprise Bank21,047$4.68M2.5%-8.1%0.000%
4/1/2025First Financial Bank Trust Division132,751$29.49M2.9%-5.6%0.001%
3/28/2025Berkeley Inc2,643$662K0.3%-50.0%0.000%
3/27/2025Milestone Asset Management Group LLC19,726$4.94M4.4%N/A0.000%
3/25/2025Higgins & Schmidt Wealth Strategies LLC5,619$1.41M0.9%-10.1%0.000%
3/24/2025Avant Financial Advisors LLC17,967$4.50M4.1%N/A0.000%
3/24/2025Fire Capital Management LLC14,816$3.71M2.8%N/A0.000%
3/24/2025Fulcrum Equity Management5,510$1.38M1.4%+1.4%0.000%
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3/24/2025Mascagni Wealth Management Inc.20,273$5.08M4.4%N/A0.000%
3/21/2025Prostatis Group LLC26,406$6.61M1.9%+28.9%0.000%
3/21/2025Nestegg Advisors Inc.14,534$3.34M3.4%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd11,154$2.79M2.7%N/A0.000%
3/19/2025M1 Capital Management LLC79,481$19.90M10.8%N/A0.001%
3/19/2025Northeast Planning Associates INC. NH2,688$673K0.7%N/A0.000%
3/19/2025DSG Capital Advisors LLC199,267$49.90M9.0%N/A0.001%
3/19/2025Chancellor Financial Group WB LP80,722$20.21M16.3%N/A0.001%
3/18/2025Objective Capital Management LLC31,855$7.98M5.3%-22.5%0.000%
3/18/2025Triton Wealth Management PLLC38,055$9.53M4.9%+40.2%0.000%
3/18/2025CWC Advisors LLC.23,617$5.91M5.9%-4.4%0.000%
3/18/2025111 Capital83,402$20.89M4.4%N/A0.001%
3/18/2025Thoma Capital Management LLC15,223$3.81M2.6%N/A0.000%
3/17/2025NorthCrest Asset Manangement LLC469,767$117.64M3.5%+0.7%0.003%
3/17/2025Members Wealth LLC10,672$2.53M1.9%N/A0.000%
3/14/2025Tableaux LLC29,597$7.41M6.1%N/A0.000%
3/14/2025Keystone Financial Services LLC4,454$1.12M1.0%N/A0.000%
3/14/2025Hara Capital LLC11,856$2.97M1.9%-1.4%0.000%
3/13/2025Silver Oak Wealth Advisors Services LLC6,302$1.58M1.4%N/A0.000%
3/13/2025PKO Investment Management Joint Stock Co83,000$20.79M2.6%N/A0.001%
3/12/2025Northstar Financial Companies Inc.39,801$9.97M9.4%N/A0.000%
3/12/2025Centaurus Financial Inc.208,239$52.15M3.2%+2.9%0.001%
3/12/2025Wealthedge Investment Advisors LLC31,853$7.98M3.6%N/A0.000%
3/12/2025Palogic Value Management L.P.48,713$12.20M0.3%-0.7%0.000%
3/11/2025Campbell Deegan Wealth Management LLC8,163$2.04M2.5%N/A0.000%
3/11/2025Lighthouse Financial LLC11,754$2.94M2.4%N/A0.000%
3/11/2025Anchor Pointe Wealth Management LLC12,961$3.27M4.3%N/A0.000%
3/10/2025SpringVest Wealth Management LLC6,121$1.53M1.3%N/A0.000%
3/10/2025Old North State Trust LLC54,348$13.61M8.7%+23.9%0.000%
3/10/2025Capstone Triton Financial Group LLC55,371$13.87M8.7%-3.0%0.000%
3/10/2025Mattson Financial Services LLC34,955$8.15M2.6%+0.5%0.000%
3/7/2025Alpha Wealth Funds LLC13,441$3.37M3.3%N/A0.000%
3/6/2025Copia Wealth Management5,421$1.36M1.3%N/A0.000%
3/6/2025IronOak Wealth LLC.9,441$2.36M2.6%N/A0.000%
3/6/2025Arcadia Wealth Management Inc.7,205$1.80M1.5%N/A0.000%
3/6/2025Wood Tarver Financial Group LLC12,822$3.21M1.1%N/A0.000%
3/6/2025Kilter Group LLC6,565$1.64M1.1%N/A0.000%
3/6/2025TFR Capital LLC.42,143$10.55M5.2%N/A0.000%
3/6/2025AG Asset Advisory LLC4,261$1.07M1.1%N/A0.000%
3/5/2025Castle Rock Wealth Management LLC63,103$15.44M3.8%-1.2%0.000%
3/5/2025Financial Insights Inc.63,347$15.86M6.1%-13.7%0.000%
3/5/2025Phocas Financial Corp.9,325$2.34M0.3%-2.1%0.000%
3/5/2025Probity Advisors Inc.8,379$2.10M0.4%+12.9%0.000%
3/5/2025Copley Financial Group Inc.3,065$768K0.6%-4.3%0.000%
3/4/2025Comprehensive Money Management Services LLC4,494$1.13M0.9%N/A0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL24,062$6.03M2.2%-1.6%0.000%
3/4/2025Dogwood Wealth Management LLC8,158$2.04M1.1%+6.8%0.000%
3/4/2025Smith Shellnut Wilson LLC ADV32,146$8.05M3.6%+0.5%0.000%
3/4/2025Audent Global Asset Management LLC34,785$8.71M5.7%+155.3%0.000%
3/4/2025Siemens Fonds Invest GmbH433,723$109.39M4.2%+5.3%0.003%
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3/3/2025GHE LLC800$200K0.1%N/A0.000%
3/3/2025Fluent Financial LLC3,787$948K0.4%-3.4%0.000%
3/3/2025American Investment Services Inc.54,355$13.61M2.4%-27.4%0.000%
3/3/2025Cim LLC83,386$20.88M3.0%-0.7%0.001%
3/3/2025Forthright Family Wealth Advisory LLC10,155$2.54M1.7%-5.2%0.000%
2/28/2025BridgePort Financial Solutions LLC30,895$7.33M3.4%N/A0.000%
2/28/2025Park Square Financial Group LLC28,541$7.15M4.9%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.14,132$3.54M3.2%N/A0.000%
2/28/2025Menard Financial Group LLC12,523$3.14M1.9%+2.5%0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH10,784,183$2.70B5.3%N/A0.072%
(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, 5,706 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 4,677 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), State Street Corp ($58.55M), Geode Capital Management LLC ($26.79M), Proficio Capital Partners LLC ($20.99M), and Swedbank AB ($20.86M).

How much institutional buying is happening at Apple?

Institutional investors have bought a total of 1,386,885,972 shares in the last 24 months. This purchase volume represents approximately $300.99B 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 832,696,764 shares in the last 24 months. This volume of shares sold represents approximately $175.66B in transactions.



This page (NASDAQ:AAPL) was last updated on 4/3/2025 by MarketBeat.com Staff
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