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Apple Inc. (AAPL) Institutional holders

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Apple Inc. Institutional holders

Original reported balances and amendments, ordered by publication. Calculated values use only evidence known at that publication; unavailable values remain missing.

  • 31 Aug 2026: Holder Alternative Investment Advisors, LLC.; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 7.13K.
  • 31 Aug 2026: Holder Arbor Wealth Management LLC\AZ; Type Institutional manager; Reported balance date 31 Mar 2026; Reported shares 797.00.
  • 28 Aug 2026: Holder NWM ADVISORS, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 18.25K.
  • 28 Aug 2026: Holder Pandowealth. LLC; Type Institutional manager; Reported balance date 31 Mar 2026; Reported shares 1.14K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
31 Aug 2026Alternative Investment Advisors, LLC.Institutional manager30 Jun 20267.13K$2.06M*30 Jun 2026
31 Aug 2026Arbor Wealth Management LLC\AZInstitutional manager31 Mar 2026797.00$202.27K*31 Mar 2026
28 Aug 2026NWM ADVISORS, LLCInstitutional manager30 Jun 202618.25K$5.28M*30 Jun 2026
28 Aug 2026Pandowealth. LLCInstitutional manager31 Mar 20261.14K$288.05K*31 Mar 2026
28 Aug 2026Pandowealth. LLCInstitutional manager31 Dec 20251.69K$458.36K*31 Dec 2025
28 Aug 2026B. Riley Wealth Advisors, Inc.Institutional manager31 Mar 2025657.52K$146.05M*31 Mar 2025
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 202677.12K$22.32M*30 Jun 2026
27 Aug 2026TUCKER ASSET MANAGEMENT LLCInstitutional manager30 Jun 202618.59K$5.38M*30 Jun 2026
27 Aug 2026OPTIMIZE FINANCIAL INC.Institutional manager30 Jun 202611.82K$3.42M*30 Jun 2026
27 Aug 2026Corient Private Wealth LPInstitutional manager30 Jun 202610.20M$2.95B*30 Jun 2026
27 Aug 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoInstitutional manager30 Jun 20264.96K$1.43M*30 Jun 2026
27 Aug 2026TUCKER ASSET MANAGEMENT LLCInstitutional manager31 Mar 202617.95K$4.55M*31 Mar 2026
27 Aug 2026BOSTON RESEARCH & MANAGEMENT INCInstitutional manager31 Dec 2025(m)(m)(m)
27 Aug 2026Redwood Investment Management, LLCInstitutional manager31 Mar 202560.30K$13.39M*31 Mar 2025
27 Aug 2026Redwood Investment Management, LLCInstitutional manager31 Dec 202428.88K$7.23M*31 Dec 2024
27 Aug 2026Formuepleje A/SInstitutional manager31 Mar 2024132.63K$22.55M*1 Apr 2024
27 Aug 2026Formuepleje A/SInstitutional manager31 Dec 2023233.44K$43.34M*2 Jan 2024
27 Aug 2026Formuepleje A/SInstitutional manager30 Sept 2023268.53K$46.66M*2 Oct 2023
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 2023268.07K$52.00M*30 Jun 2023
27 Aug 2026Formuepleje A/SInstitutional manager31 Mar 2023306.40K$50.53M*31 Mar 2023
27 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Dec 2022756.99K$94.68M*3 Jan 2023
27 Aug 2026Formuepleje A/SInstitutional manager31 Dec 2022271.54K$33.96M*3 Jan 2023
27 Aug 2026Formuepleje A/SInstitutional manager30 Sept 2022137.82K$19.05M*30 Sept 2022
27 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Jun 20221.04M$141.62M*30 Jun 2022
27 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Dec 20211.32M$234.85M*31 Dec 2021
27 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Sept 20211.41M$200.20M*30 Sept 2021
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 20213.76K$515.24K*30 Jun 2021
27 Aug 2026Formuepleje A/SInstitutional manager31 Mar 20212.92K$356.68K*31 Mar 2021
27 Aug 2026Formuepleje A/SInstitutional manager31 Dec 20201.74K$231.15K*31 Dec 2020
27 Aug 2026Formuepleje A/SInstitutional manager30 Sept 20201.74K$201.74K*30 Sept 2020
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 2020614.00$223.99K*30 Jun 2020
27 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Jun 2020452.41K$165.04M*30 Jun 2020
27 Aug 2026Formuepleje A/SInstitutional manager31 Dec 20191.11K$327.42K*31 Dec 2019
27 Aug 2026Formuepleje A/SInstitutional manager30 Sept 20191.21K$271.90K*30 Sept 2019
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 20191.05K$211.22K*1 Jul 2019
27 Aug 2026Formuepleje A/SInstitutional manager31 Mar 20192.06K$393.57K*1 Apr 2019
27 Aug 2026Formuepleje A/SInstitutional manager31 Dec 20181.85K$291.50K*31 Dec 2018
27 Aug 2026Formuepleje A/SInstitutional manager30 Sept 20182.11K$479.52K*1 Oct 2018
27 Aug 2026Formuepleje A/SInstitutional manager30 Jun 20182.30K$430.51K*2 Jul 2018
27 Aug 2026Formuepleje A/SInstitutional manager31 Mar 20182.60K$433.37K*2 Apr 2018
26 Aug 2026Giverny Capital Inc.Institutional manager30 Jun 202612.99K$3.76M*30 Jun 2026
26 Aug 2026HORAN Wealth, LLCInstitutional manager30 Jun 2026103.49K$29.95M*30 Jun 2026
26 Aug 2026Wellington Grp LLCInstitutional manager30 Jun 202622.84K$6.61M*30 Jun 2026
26 Aug 2026Schulz Wealth, LTD.Institutional manager30 Jun 20263.54K$1.02M*30 Jun 2026
26 Aug 2026Brown Financial AdvisorsInstitutional manager30 Jun 202620.10K$5.82M*30 Jun 2026
26 Aug 2026BOSTON RESEARCH & MANAGEMENT INCInstitutional manager31 Mar 2026(m)(m)(m)
26 Aug 2026Dakota Wealth ManagementInstitutional manager31 Mar 2026614.28K$155.90M*31 Mar 2026
26 Aug 2026Reflection Asset ManagementInstitutional manager31 Mar 202654.03K$13.71M*31 Mar 2026
26 Aug 2026WILLIAM JOHN SEMPOLINSKIInstitutional manager31 Mar 202676.78K$19.49M*31 Mar 2026
26 Aug 2026Dakota Wealth ManagementInstitutional manager31 Dec 2025641.62K$174.43M*31 Dec 2025
26 Aug 2026Redwood Investment Management, LLCInstitutional manager31 Dec 202553.34K$14.50M*31 Dec 2025
26 Aug 2026WILLIAM JOHN SEMPOLINSKIInstitutional manager31 Dec 202572.69K$19.76M*31 Dec 2025
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Sept 2025537.39K$136.83M*30 Sept 2025
26 Aug 2026Dakota Wealth ManagementInstitutional manager30 Sept 2025579.95K$147.67M*30 Sept 2025
26 Aug 2026Redwood Investment Management, LLCInstitutional manager30 Sept 202542.03K$10.70M*30 Sept 2025
26 Aug 2026Legacy Edge Advisors, LLCInstitutional manager30 Sept 202539.41K$10.04M*30 Sept 2025
26 Aug 2026Redwood Investment Management, LLCInstitutional manager30 Jun 202548.06K$9.86M*30 Jun 2025
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Mar 2025533.25K$118.45M*31 Mar 2025
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Mar 2024513.95K$87.39M*1 Apr 2024
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Dec 2023514.72K$95.55M*2 Jan 2024
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Sept 2023557.28K$96.83M*2 Oct 2023
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Jun 2023606.15K$117.57M*30 Jun 2023
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Mar 2023669.82K$110.45M*31 Mar 2023
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Sept 2022916.19K$126.62M*30 Sept 2022
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Mar 20221.20M$209.72M*31 Mar 2022
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Jun 20211.50M$205.98M*30 Jun 2021
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Mar 20211.65M$201.56M*31 Mar 2021
26 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Dec 20201.73M$230.02M*31 Dec 2020
26 Aug 2026Advisors Asset Management, Inc.Institutional manager30 Sept 20201.79M$207.57M*30 Sept 2020
25 Aug 2026Financial Insights, Inc.Institutional manager30 Jun 202649.30K$14.26M*30 Jun 2026
25 Aug 2026TOBIAS FINANCIAL ADVISORS, INC.Institutional manager30 Jun 202624.51K$7.09M*30 Jun 2026
25 Aug 2026Kirkwood Financial ServicesInstitutional manager30 Jun 20267.99K$2.31M*30 Jun 2026
25 Aug 2026Kingsbury Capital Investment Advisors LLCInstitutional manager30 Jun 202626.88K$7.78M*30 Jun 2026
25 Aug 2026Groupe la FrancaiseInstitutional manager30 Jun 20261.24M$358.73M*30 Jun 2026
25 Aug 2026VIRGINIA RETIREMENT SYSTEMS ET AlInstitutional manager30 Jun 20263.25M$939.04M*30 Jun 2026
25 Aug 2026January Capital Advisors LLCInstitutional manager30 Jun 20261.54K$447.06K*30 Jun 2026
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Jun 202624.75K$7.16M*30 Jun 2026
25 Aug 2026Kingsbury Capital Investment Advisors LLCInstitutional manager31 Mar 202629.06K$7.37M*31 Mar 2026
25 Aug 2026VIRGINIA RETIREMENT SYSTEMS ET AlInstitutional manager31 Mar 2026963.95K$244.64M*31 Mar 2026
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Mar 202629.37K$7.45M*31 Mar 2026
25 Aug 2026MLG Wealth Management DBA Pine Grove Financial GroupInstitutional manager31 Dec 202518.74K$5.10M*31 Dec 2025
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Dec 202534.40K$9.35M*31 Dec 2025
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Sept 202536.96K$9.41M*30 Sept 2025
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Jun 202537.78K$7.75M*30 Jun 2025
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Mar 202540.12K$8.91M*31 Mar 2025
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Dec 202442.62K$10.67M*31 Dec 2024
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Sept 202441.44K$9.65M*30 Sept 2024
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Jun 202441.60K$9.02M*1 Jul 2024
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Mar 202441.81K$7.11M*1 Apr 2024
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Dec 202342.61K$7.91M*2 Jan 2024
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Sept 202343.11K$7.49M*2 Oct 2023
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Jun 202331.74K$6.16M*30 Jun 2023
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Mar 202341.92K$6.91M*31 Mar 2023
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Dec 202240.23K$5.03M*3 Jan 2023
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Sept 202242.01K$5.81M*30 Sept 2022
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Jun 202229.74K$4.07M*30 Jun 2022
25 Aug 2026Advus Financial Partners, LLCInstitutional manager31 Mar 202229.53K$5.16M*31 Mar 2022
25 Aug 2026Advus Financial Partners, LLCInstitutional manager30 Sept 202126.36K$3.73M*30 Sept 2021
25 Aug 2026Advisors Asset Management, Inc.Institutional manager31 Dec 2019432.69K$127.06M*31 Dec 2019
24 Aug 2026CARLSON FINANCIAL, INC.Institutional manager30 Jun 202613.39K$3.87M*30 Jun 2026

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