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Apple Inc. (AAPL) Institutional holders, 2026, Page 18

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.

  • 11 Aug 2026: Holder EAGLE HARBOR ASSET MANAGEMENT INC /ADV; Type Institutional manager; Reported balance date 31 Mar 2026; Reported shares 14.88K.
  • 11 Aug 2026: Holder Ninepoint Partners LP; Type Institutional manager; Reported balance date 31 Mar 2026; Reported shares 5.76K.
  • 11 Aug 2026: Holder Bernicke Wealth Management, Ltd.; Type Institutional manager; Reported balance date 31 Mar 2026; Reported shares 38.07K.
  • 11 Aug 2026: Holder ALGERT GLOBAL LLC; Type Institutional manager; Reported balance date 31 Dec 2025; Reported shares 169.22K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Mar 202614.88K$3.78M*31 Mar 2026
11 Aug 2026Ninepoint Partners LPInstitutional manager31 Mar 20265.76K$1.46M*31 Mar 2026
11 Aug 2026Bernicke Wealth Management, Ltd.Institutional manager31 Mar 202638.07K$9.66M*31 Mar 2026
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Dec 2025169.22K$46.00M*31 Dec 2025
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Dec 202514.91K$4.05M*31 Dec 2025
11 Aug 2026Bernicke Wealth Management, Ltd.Institutional manager31 Dec 202538.67K$10.51M*31 Dec 2025
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager30 Sept 2025149.43K$38.05M*30 Sept 2025
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Sept 202514.58K$3.71M*30 Sept 2025
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager30 Jun 2025152.76K$31.34M*30 Jun 2025
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Jun 202514.29K$2.93M*30 Jun 2025
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Mar 2025151.71K$33.70M*31 Mar 2025
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Mar 202514.54K$3.23M*31 Mar 2025
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Dec 2024139.49K$34.93M*31 Dec 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Dec 202415.16K$3.80M*31 Dec 2024
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager30 Sept 2024124.86K$29.09M*30 Sept 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Sept 202415.30K$3.57M*30 Sept 2024
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager30 Jun 20243.02K$654.37K*1 Jul 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Jun 202415.62K$3.38M*1 Jul 2024
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Mar 20241.25K$212.37K*1 Apr 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Mar 202415.62K$2.66M*1 Apr 2024
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Dec 20231.73K$320.23K*2 Jan 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Dec 202315.59K$2.89M*2 Jan 2024
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Sept 202315.87K$2.76M*2 Oct 2023
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager30 Jun 202348.14K$9.34M*30 Jun 2023
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Jun 202316.06K$3.11M*30 Jun 2023
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Mar 202348.02K$7.92M*31 Mar 2023
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Mar 202317.75K$2.93M*31 Mar 2023
11 Aug 2026ALGERT GLOBAL LLCInstitutional manager31 Dec 202247.02K$5.88M*3 Jan 2023
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Dec 202217.88K$2.24M*3 Jan 2023
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Sept 202217.92K$2.48M*30 Sept 2022
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager30 Jun 202218.10K$2.48M*30 Jun 2022
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Mar 202217.87K$3.12M*31 Mar 2022
11 Aug 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADVInstitutional manager31 Dec 202115.00K$2.66M*31 Dec 2021
10 Aug 2026New York Life Investment Management LLCInstitutional manager30 Jun 20262.32M$671.22M*30 Jun 2026
10 Aug 2026DENALI ADVISORS LLCInstitutional manager30 Jun 2026101.32K$29.32M*30 Jun 2026
10 Aug 2026WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCInstitutional manager30 Jun 202654.16K$15.67M*30 Jun 2026
10 Aug 2026Forvis Mazars Wealth Advisors, LLCInstitutional manager30 Jun 2026185.94K$53.81M*30 Jun 2026
10 Aug 2026RS CRUM INC.Institutional manager30 Jun 202621.49K$6.22M*30 Jun 2026
10 Aug 2026Migdal Insurance & Financial Holdings Ltd.Institutional manager30 Jun 20261.07M$309.82M*30 Jun 2026
10 Aug 2026Savant Capital, LLCInstitutional manager30 Jun 20261.22M$353.89M*30 Jun 2026
10 Aug 2026WESPAC Advisors, LLCInstitutional manager30 Jun 202611.60K$3.36M*30 Jun 2026
10 Aug 2026Sanders Capital, LLCInstitutional manager30 Jun 202610.53M$3.05B*30 Jun 2026
10 Aug 2026Timber Creek Capital Management LLCInstitutional manager30 Jun 202654.82K$15.86M*30 Jun 2026
10 Aug 2026Wharton Business Group, LLCInstitutional manager30 Jun 2026405.85K$117.44M*30 Jun 2026
10 Aug 2026Stelac Advisory Services LLCInstitutional manager30 Jun 202621.71K$6.28M*30 Jun 2026
10 Aug 2026Peregrine Asset Advisers, Inc.Institutional manager30 Jun 202643.89K$12.70M*30 Jun 2026
10 Aug 2026LBMC INVESTMENT ADVISORS, LLCInstitutional manager30 Jun 202662.36K$18.04M*30 Jun 2026
10 Aug 2026PRING TURNER CAPITAL GROUP INCInstitutional manager30 Jun 20267.99K$2.31M*30 Jun 2026
10 Aug 2026Shoker Investment Counsel, Inc.Institutional manager30 Jun 202633.06K$9.57M*30 Jun 2026
10 Aug 2026Abacus FCF Advisors LLCInstitutional manager30 Jun 202685.95K$24.87M*30 Jun 2026
10 Aug 2026Moors & Cabot, Inc.Institutional manager30 Jun 2026427.49K$123.70M*30 Jun 2026
10 Aug 2026EagleClaw Capital Managment, LLCInstitutional manager30 Jun 202694.40K$27.32M*30 Jun 2026
10 Aug 2026XPONANCE LLCInstitutional manager30 Jun 20263.52M$1.02B*30 Jun 2026
10 Aug 2026Quartz Partners, LLCInstitutional manager30 Jun 202629.54K$8.55M*30 Jun 2026
10 Aug 2026Kelman-Lazarov, Inc.Institutional manager30 Jun 202613.64K$3.95M*30 Jun 2026
10 Aug 2026Shepherd Financial Partners LLCInstitutional manager30 Jun 2026131.05K$37.92M*30 Jun 2026
10 Aug 2026LEVEL FOUR ADVISORY SERVICES, LLCInstitutional manager30 Jun 2026493.66K$142.85M*30 Jun 2026
10 Aug 2026Ullmann Wealth Partners Group, LLCInstitutional manager30 Jun 202631.47K$9.11M*30 Jun 2026
10 Aug 2026United BankInstitutional manager30 Jun 202647.94K$13.87M*30 Jun 2026
10 Aug 2026RITHOLTZ WEALTH MANAGEMENTInstitutional manager30 Jun 2026674.86K$195.28M*30 Jun 2026
10 Aug 2026Csenge Advisory GroupInstitutional manager30 Jun 2026162.70K$47.08M*30 Jun 2026
10 Aug 2026Landmark Wealth Management, LLCInstitutional manager30 Jun 202610.68K$3.09M*30 Jun 2026
10 Aug 2026GABLES CAPITAL MANAGEMENT INC.Institutional manager30 Jun 202655.87K$16.17M*30 Jun 2026
10 Aug 2026Act Two Investors LLCInstitutional manager30 Jun 202677.20K$22.34M*30 Jun 2026
10 Aug 2026Artemis Wealth Advisors, LLCInstitutional manager30 Jun 202624.55K$7.10M*30 Jun 2026
10 Aug 2026Palmer Knight CoInstitutional manager30 Jun 202627.89K$8.07M*30 Jun 2026
10 Aug 2026GREAT VALLEY ADVISOR GROUP, INC.Institutional manager30 Jun 2026433.05K$125.31M*30 Jun 2026
10 Aug 2026EVOKE WEALTH, LLCInstitutional manager30 Jun 20261.25K$363.15K*30 Jun 2026
10 Aug 2026BANTAMAC CAPITAL, LLCInstitutional manager30 Jun 202658.47K$16.92M*30 Jun 2026
10 Aug 2026Sound Financial Strategies Group, LLCInstitutional manager30 Jun 20263.87K$1.12M*30 Jun 2026
10 Aug 2026ABSHER WEALTH MANAGEMENT, LLCInstitutional manager30 Jun 202683.21K$24.08M*30 Jun 2026
10 Aug 2026Houlihan Financial Resource Group, Ltd.Institutional manager30 Jun 202613.21K$3.82M*30 Jun 2026
10 Aug 2026NWK Group, Inc.Institutional manager30 Jun 202657.60K$16.67M*30 Jun 2026
10 Aug 2026Westshore Wealth, LLCInstitutional manager30 Jun 202619.28K$5.58M*30 Jun 2026
10 Aug 2026OUTFITTERS FINANCIAL LLCInstitutional manager30 Jun 202617.47K$5.05M*30 Jun 2026
10 Aug 2026NewEdge Wealth, LLCInstitutional manager30 Jun 20261.39M$403.40M*30 Jun 2026
10 Aug 2026Mezzasalma Advisors, LLCInstitutional manager30 Jun 202693.72K$27.12M*30 Jun 2026
10 Aug 2026SageView Advisory Group, LLCInstitutional manager30 Jun 2026176.76K$51.15M*30 Jun 2026
10 Aug 2026Schrum Private Wealth Management LLCInstitutional manager30 Jun 202616.39K$4.74M*30 Jun 2026
10 Aug 2026Semus Wealth Partners LLCInstitutional manager30 Jun 2026135.25K$39.14M*30 Jun 2026
10 Aug 2026Heritage Wealth Management, Inc./TexasInstitutional manager30 Jun 20265.47K$1.58M*30 Jun 2026
10 Aug 2026MYECFO, LLCInstitutional manager30 Jun 20269.38K$2.71M*30 Jun 2026
10 Aug 2026Diversify Advisory Services, LLCInstitutional manager30 Jun 2026449.05K$129.94M*30 Jun 2026
10 Aug 202649 WEALTH MANAGEMENT, LLCInstitutional manager30 Jun 202619.84K$5.74M*30 Jun 2026
10 Aug 2026Proactive Wealth Strategies LLCInstitutional manager30 Jun 202657.59K$16.67M*30 Jun 2026
10 Aug 2026Tudor Financial Inc.Institutional manager30 Jun 202610.55K$3.05M*30 Jun 2026
10 Aug 2026Financial Harvest, LLCInstitutional manager30 Jun 20269.62K$2.78M*30 Jun 2026
10 Aug 2026one8zero8, LLCInstitutional manager30 Jun 2026118.72K$34.35M*30 Jun 2026
10 Aug 2026AssuredPartners Investment Advisors, LLCInstitutional manager30 Jun 202688.89K$25.72M*30 Jun 2026
10 Aug 2026Vista Cima Wealth Management LLCInstitutional manager30 Jun 202620.12K$5.82M*30 Jun 2026
10 Aug 2026Everest Financial Group LLCInstitutional manager30 Jun 202678.51K$22.72M*30 Jun 2026
10 Aug 2026Pitcairn Wealth Advisors LLCInstitutional manager30 Jun 202633.06K$9.57M*30 Jun 2026
10 Aug 2026Danica Pension, LivsforsikringsaktieselskabInstitutional manager30 Jun 20261.25M$362.01M*30 Jun 2026
10 Aug 2026Ballast Rock Private Wealth LLCInstitutional manager30 Jun 202631.89K$9.23M*30 Jun 2026
10 Aug 2026Marin Bay Wealth Advisors, LLCInstitutional manager30 Jun 202636.63K$10.60M*30 Jun 2026
10 Aug 2026Wagner Wealth Management, CorpInstitutional manager30 Jun 20267.05K$2.04M*30 Jun 2026
10 Aug 2026BCV Asset Management Inc.Institutional manager30 Jun 202623.98K$6.94M*30 Jun 2026
10 Aug 2026Smith Partners Wealth Management, LLCInstitutional manager30 Jun 202613.19K$3.82M*30 Jun 2026
10 Aug 2026JMN Financial LLCInstitutional manager30 Jun 202618.50K$5.35M*30 Jun 2026
10 Aug 2026STRATEGIC ADVISORY PARTNERS, LLCInstitutional manager30 Jun 20264.41K$1.28M*30 Jun 2026

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