AAPL Institutional holders, 2026, Page 20

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.

10 Aug 2026: Holder Altiora Financial Group, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 10.18K.
10 Aug 2026: Holder Centennial Bank/AR/; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 14.98K.
10 Aug 2026: Holder Annis Gardner Whiting Capital Advisors, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 51.14K.
10 Aug 2026: Holder Frazier Financial Advisors, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 12.25K.

Filed	Holder	Type	Reported balance date	Reported shares	Value at publication	Price date used
10 Aug 2026	Altiora Financial Group, LLC	Institutional manager	30 Jun 2026	10.18K	$2.95M*	30 Jun 2026
10 Aug 2026	Centennial Bank/AR/	Institutional manager	30 Jun 2026	14.98K	$4.33M*	30 Jun 2026
10 Aug 2026	Annis Gardner Whiting Capital Advisors, LLC	Institutional manager	30 Jun 2026	51.14K	$14.80M*	30 Jun 2026
10 Aug 2026	Frazier Financial Advisors, LLC	Institutional manager	30 Jun 2026	12.25K	$3.55M*	30 Jun 2026
10 Aug 2026	BALANCED WEALTH GROUP LLC	Institutional manager	30 Jun 2026	64.35K	$18.62M*	30 Jun 2026
10 Aug 2026	PATRICK M SWEENEY & ASSOCIATES, INC	Institutional manager	30 Jun 2026	36.83K	$10.66M*	30 Jun 2026
10 Aug 2026	OV Management LLC	Institutional manager	30 Jun 2026	1.77K	$511.88K*	30 Jun 2026
10 Aug 2026	Optimist Retirement Group LLC	Institutional manager	30 Jun 2026	793.00	$229.46K*	30 Jun 2026
10 Aug 2026	Triad Wealth Partners, LLC	Institutional manager	30 Jun 2026	100.69K	$29.14M*	30 Jun 2026
10 Aug 2026	Strathmore Capital Advisors, Inc.	Institutional manager	30 Jun 2026	13.47K	$3.90M*	30 Jun 2026
10 Aug 2026	Kelsey Financial, LLC	Institutional manager	30 Jun 2026	7.28K	$2.11M*	30 Jun 2026
10 Aug 2026	Axecap Investments, LLC	Institutional manager	30 Jun 2026	27.10K	$7.84M*	30 Jun 2026
10 Aug 2026	Brightwater Advisory LLC	Institutional manager	30 Jun 2026	8.52K	$2.47M*	30 Jun 2026
10 Aug 2026	HOWARD BAILEY SECURITIES, LLC	Institutional manager	30 Jun 2026	7.83K	$2.27M*	30 Jun 2026
10 Aug 2026	Comprehensive Financial Planning, Inc./PA	Institutional manager	30 Jun 2026	28.56K	$8.27M*	30 Jun 2026
10 Aug 2026	FLORIDA FINANCIAL ADVISORS, LLC	Institutional manager	30 Jun 2026	26.97K	$7.81M*	30 Jun 2026
10 Aug 2026	Veridan Wealth LLC	Institutional manager	30 Jun 2026	7.08K	$2.05M*	30 Jun 2026
10 Aug 2026	BLI - Banque de Luxembourg Investments	Institutional manager	30 Jun 2026	335.42K	$97.06M*	30 Jun 2026
10 Aug 2026	Partners in Financial Planning	Institutional manager	30 Jun 2026	5.92K	$1.71M*	30 Jun 2026
10 Aug 2026	PIAR LLC	Institutional manager	30 Jun 2026	22.71K	$6.57M*	30 Jun 2026
10 Aug 2026	Portland Financial Advisors Inc	Institutional manager	30 Jun 2026	1.49K	$432.30K*	30 Jun 2026
10 Aug 2026	Catalyst Investment Management LLC	Institutional manager	30 Jun 2026	6.14K	$1.78M*	30 Jun 2026
10 Aug 2026	CBM Financial, LLC	Institutional manager	30 Jun 2026	4.17K	$1.21M*	30 Jun 2026
10 Aug 2026	Prepared Retirement Institute LLC	Institutional manager	30 Jun 2026	6.34K	$1.84M*	30 Jun 2026
10 Aug 2026	Rockbridge Asset Management LLC	Institutional manager	30 Jun 2026	33.58K	$9.72M*	30 Jun 2026
10 Aug 2026	INVESTMENT COUNSEL CO OF NEVADA	Institutional manager	30 Jun 2026	6.72K	$1.94M*	30 Jun 2026
10 Aug 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	Institutional manager	30 Jun 2026	71.86K	$20.79M*	30 Jun 2026
10 Aug 2026	Chancellor Financial Group WB LP	Institutional manager	30 Jun 2026	79.02K	$22.86M*	30 Jun 2026
10 Aug 2026	Ackerman Asset Management, LLC	Institutional manager	30 Jun 2026	26.89K	$7.78M*	30 Jun 2026
10 Aug 2026	DeLarme Wealth Management, Inc.	Institutional manager	30 Jun 2026	11.83K	$3.42M*	30 Jun 2026
10 Aug 2026	HORAN Wealth, LLC	Institutional manager	30 Jun 2026	103.49K	$29.95M*	30 Jun 2026
10 Aug 2026	Westerkirk Capital Inc.	Institutional manager	30 Jun 2026	136.15K	$39.40M*	30 Jun 2026
10 Aug 2026	TRED AVON FAMILY WEALTH, LLC	Institutional manager	30 Jun 2026	39.69K	$11.48M*	30 Jun 2026
10 Aug 2026	Legacy Edge Advisors, LLC	Institutional manager	30 Jun 2026	37.64K	$10.89M*	30 Jun 2026
10 Aug 2026	Parsonex Advisory Services, Inc.	Institutional manager	30 Jun 2026	20.03K	$5.80M*	30 Jun 2026
10 Aug 2026	Benson Wealth Management INC	Institutional manager	30 Jun 2026	6.53K	$1.89M*	30 Jun 2026
10 Aug 2026	E6 Portfolios, LLC	Institutional manager	30 Jun 2026	9.82K	$2.84M*	30 Jun 2026
10 Aug 2026	Advisory Advocates, LLC	Institutional manager	30 Jun 2026	6.25K	$1.81M*	30 Jun 2026
10 Aug 2026	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	Institutional manager	30 Jun 2026	25.24K	$7.30M*	30 Jun 2026
10 Aug 2026	Bull Harbor Capital LLC	Institutional manager	30 Jun 2026	33.20K	$9.61M*	30 Jun 2026
10 Aug 2026	DELTA ASSET MANAGEMENT LLC/TN	Institutional manager	30 Jun 2026	46.01K	$13.31M*	30 Jun 2026
10 Aug 2026	DOHENY ASSET MANAGEMENT /CA	Institutional manager	30 Jun 2026	62.44K	$18.07M*	30 Jun 2026
10 Aug 2026	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Institutional manager	30 Jun 2026	12.35M	$3.57B*	30 Jun 2026
10 Aug 2026	SageView Advisory Group, LLC	Institutional manager	31 Mar 2026	178.91K	$45.40M*	31 Mar 2026
10 Aug 2026	LYNX CAPITAL GROUP LTD /ADV	Institutional manager	31 Dec 2024	15.17K	$3.80M*	31 Dec 2024
10 Aug 2026	LYNX CAPITAL GROUP LTD /ADV	Institutional manager	30 Sept 2024	15.20K	$3.54M*	30 Sept 2024
10 Aug 2026	LYNX CAPITAL GROUP LTD /ADV	Institutional manager	30 Jun 2024	15.59K	$3.38M*	1 Jul 2024
10 Aug 2026	LYNX CAPITAL GROUP LTD /ADV	Institutional manager	31 Mar 2024	8.88K	$1.51M*	1 Apr 2024
7 Aug 2026	COMPASS CAPITAL MANAGEMENT, INC	Institutional manager	30 Jun 2026	55.90K	$16.18M*	30 Jun 2026
7 Aug 2026	Temasek Holdings (Private) Ltd	Institutional manager	30 Jun 2026	504.48K	$145.97M*	30 Jun 2026
7 Aug 2026	VICTORY CAPITAL MANAGEMENT INC	Institutional manager	30 Jun 2026	18.75M	$5.43B*	30 Jun 2026
7 Aug 2026	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	Institutional manager	30 Jun 2026	15.20K	$4.40M*	30 Jun 2026
7 Aug 2026	CYPRESS FUNDS LLC	Institutional manager	30 Jun 2026	34.69K	$10.04M*	30 Jun 2026
7 Aug 2026	JENSEN INVESTMENT MANAGEMENT INC	Institutional manager	30 Jun 2026	860.97K	$249.13M*	30 Jun 2026
7 Aug 2026	VILLERE ST DENIS J & CO LLC	Institutional manager	30 Jun 2026	97.88K	$28.32M*	30 Jun 2026
7 Aug 2026	Prescott Group Capital Management, L.L.C.	Institutional manager	30 Jun 2026	5.99K	$1.73M*	30 Jun 2026
7 Aug 2026	RICE HALL JAMES & ASSOCIATES, LLC	Institutional manager	30 Jun 2026	2.27K	$655.40K*	30 Jun 2026
7 Aug 2026	GRANDFIELD & DODD, LLC	Institutional manager	30 Jun 2026	95.54K	$27.64M*	30 Jun 2026
7 Aug 2026	Edgemoor Investment Advisors, Inc.	Institutional manager	30 Jun 2026	341.24K	$98.74M*	30 Jun 2026
7 Aug 2026	Marble Harbor Investment Counsel, LLC	Institutional manager	30 Jun 2026	236.07K	$68.31M*	30 Jun 2026
7 Aug 2026	K.J. Harrison & Partners Inc	Institutional manager	30 Jun 2026	183.67K	$53.15M*	30 Jun 2026
7 Aug 2026	Sigma Planning Corp	Institutional manager	30 Jun 2026	579.76K	$167.76M*	30 Jun 2026
7 Aug 2026	Mitsubishi UFJ Asset Management Co., Ltd.	Institutional manager	30 Jun 2026	36.59M	$10.59B*	30 Jun 2026
7 Aug 2026	Banco BTG Pactual S.A.	Institutional manager	30 Jun 2026	37.00K	$10.71M*	30 Jun 2026
7 Aug 2026	Granite Investment Partners, LLC	Institutional manager	30 Jun 2026	218.01K	$63.08M*	30 Jun 2026
7 Aug 2026	Focused Wealth Management, Inc	Institutional manager	30 Jun 2026	114.90K	$33.25M*	30 Jun 2026
7 Aug 2026	Coyle Financial Counsel LLC	Institutional manager	30 Jun 2026	20.57K	$5.95M*	30 Jun 2026
7 Aug 2026	Tortoise Investment Management, LLC	Institutional manager	30 Jun 2026	51.61K	$14.93M*	30 Jun 2026
7 Aug 2026	Aegis Wealth Management LLC	Institutional manager	30 Jun 2026	8.40K	$2.43M*	30 Jun 2026
7 Aug 2026	LEE JOHNSON CAPITAL MANAGEMENT, LLC	Institutional manager	30 Jun 2026	6.20K	$1.79M*	30 Jun 2026
7 Aug 2026	FIDUCIENT ADVISORS LLC	Institutional manager	30 Jun 2026	29.67K	$8.58M*	30 Jun 2026
7 Aug 2026	Buckley Wealth Management, LLC	Institutional manager	30 Jun 2026	153.84K	$44.52M*	30 Jun 2026
7 Aug 2026	SCP Investment, LP	Institutional manager	30 Jun 2026	10.00K	$2.89M*	30 Jun 2026
7 Aug 2026	Aljian Capital Management, LLC	Institutional manager	30 Jun 2026	279.20K	$80.79M*	30 Jun 2026
7 Aug 2026	Rheos Capital Works Inc.	Institutional manager	30 Jun 2026	120.00K	$34.72M*	30 Jun 2026
7 Aug 2026	Inlet Private Wealth, LLC	Institutional manager	30 Jun 2026	65.93K	$19.08M*	30 Jun 2026
7 Aug 2026	Occidental Asset Management, LLC	Institutional manager	30 Jun 2026	183.37K	$53.06M*	30 Jun 2026
7 Aug 2026	Joseph P. Lucia & Associates, LLC	Institutional manager	30 Jun 2026	45.87K	$13.27M*	30 Jun 2026
7 Aug 2026	Cornerstone Advisors, LLC	Institutional manager	30 Jun 2026	721.73K	$208.84M*	30 Jun 2026
7 Aug 2026	Pavion Blue Capital, LLC	Institutional manager	30 Jun 2026	11.19K	$3.24M*	30 Jun 2026
7 Aug 2026	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	Institutional manager	30 Jun 2026	128.57K	$37.20M*	30 Jun 2026
7 Aug 2026	Auxano Advisors, LLC	Institutional manager	30 Jun 2026	208.12K	$60.22M*	30 Jun 2026
7 Aug 2026	Disciplined Investments, LLC	Institutional manager	30 Jun 2026	9.85K	$2.85M*	30 Jun 2026
7 Aug 2026	Westwood Wealth Management	Institutional manager	30 Jun 2026	40.95K	$11.85M*	30 Jun 2026
7 Aug 2026	Park State Asset Management	Institutional manager	30 Jun 2026	38.91K	$11.26M*	30 Jun 2026
7 Aug 2026	Sheridan Capital Management, LLC	Institutional manager	30 Jun 2026	5.73K	$1.66M*	30 Jun 2026
7 Aug 2026	AMARA FINANCIAL, LLC.	Institutional manager	30 Jun 2026	1.36K	$392.66K*	30 Jun 2026
7 Aug 2026	Templeton & Phillips Capital Management, LLC	Institutional manager	30 Jun 2026	1.34K	$387.74K*	30 Jun 2026
7 Aug 2026	Parkshore Wealth Management, Inc.	Institutional manager	30 Jun 2026	38.41K	$11.11M*	30 Jun 2026
7 Aug 2026	IMG Wealth Management, Inc.	Institutional manager	30 Jun 2026	4.05K	$1.17M*	30 Jun 2026
7 Aug 2026	CONWAY CAPITAL MANAGEMENT, INC.	Institutional manager	30 Jun 2026	145.42K	$42.08M*	30 Jun 2026
7 Aug 2026	LeConte Wealth Management, LLC	Institutional manager	30 Jun 2026	18.82K	$5.45M*	30 Jun 2026
7 Aug 2026	Signet Private Wealth LLC	Institutional manager	30 Jun 2026	16.80K	$4.86M*	30 Jun 2026
7 Aug 2026	FOCUSED ALPHA, LLC	Institutional manager	30 Jun 2026	33.11K	$9.58M*	30 Jun 2026
7 Aug 2026	BFI Wealth Solutions, LLC	Institutional manager	30 Jun 2026	1.17K	$337.39K*	30 Jun 2026
7 Aug 2026	Rose Capital Advisors LLC	Institutional manager	30 Jun 2026	27.28K	$7.89M*	30 Jun 2026
7 Aug 2026	COMMERZBANK AKTIENGESELLSCHAFT /FI	Institutional manager	30 Jun 2026	979.13K	$283.32M*	30 Jun 2026
7 Aug 2026	OAKMONT Corp	Institutional manager	30 Jun 2026	175.64K	$50.82M*	30 Jun 2026
7 Aug 2026	CYPRESS ASSET MANAGEMENT INC/TX	Institutional manager	30 Jun 2026	106.91K	$30.94M*	30 Jun 2026
7 Aug 2026	Oxbow Advisors, LLC	Institutional manager	30 Jun 2026	106.01K	$30.67M*	30 Jun 2026

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