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Apple Inc. (AAPL) Institutional holders, 2026, Page 5

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.

  • 14 Aug 2026: Holder Lavaca Capital LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 60.58K.
  • 14 Aug 2026: Holder BRASADA CAPITAL MANAGEMENT, LP; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 0.00.
  • 14 Aug 2026: Holder Capital Asset Advisory Services LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 182.44K.
  • 14 Aug 2026: Holder WIMMER ASSOCIATES 1, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 56.24K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
14 Aug 2026Lavaca Capital LLCInstitutional manager30 Jun 202660.58K$17.53M*30 Jun 2026
14 Aug 2026BRASADA CAPITAL MANAGEMENT, LPInstitutional manager30 Jun 20260.00$0.00*30 Jun 2026
14 Aug 2026Capital Asset Advisory Services LLCInstitutional manager30 Jun 2026182.44K$52.79M*30 Jun 2026
14 Aug 2026WIMMER ASSOCIATES 1, LLCInstitutional manager30 Jun 202656.24K$16.27M*30 Jun 2026
14 Aug 2026Numerai GP LLCInstitutional manager30 Jun 20263.98K$1.15M*30 Jun 2026
14 Aug 2026Bellevue Group AGInstitutional manager30 Jun 20261.77K$511.59K*30 Jun 2026
14 Aug 2026Bell Asset Management LtdInstitutional manager30 Jun 202642.30K$12.24M*30 Jun 2026
14 Aug 2026Arjuna CapitalInstitutional manager30 Jun 2026109.02K$31.55M*30 Jun 2026
14 Aug 2026STANSBERRY ASSET MANAGEMENT, LLCInstitutional manager30 Jun 202645.10K$13.05M*30 Jun 2026
14 Aug 2026Strategic Family Wealth Counselors, L.L.C.Institutional manager30 Jun 202632.29K$9.34M*30 Jun 2026
14 Aug 2026Larson Financial Group LLCInstitutional manager30 Jun 2026446.81K$129.29M*30 Jun 2026
14 Aug 2026DWM Financial Group, Inc.Institutional manager30 Jun 20264.09K$1.18M*30 Jun 2026
14 Aug 2026Severin Investments, LLCInstitutional manager30 Jun 20266.79K$1.97M*30 Jun 2026
14 Aug 2026Artemis Wealth Advisors, LLCInstitutional manager30 Jun 202639.68K$11.48M*30 Jun 2026
14 Aug 2026Frisch Financial Group, Inc.Institutional manager30 Jun 202666.65K$19.29M*30 Jun 2026
14 Aug 2026PENNINGTON PARTNERS & CO., LLCInstitutional manager30 Jun 202622.23K$6.43M*30 Jun 2026
14 Aug 2026Cinctive Capital Management LPInstitutional manager30 Jun 20262.83K$819.47K*30 Jun 2026
14 Aug 2026Mission Creek Capital Partners, Inc.Institutional manager30 Jun 202684.68K$24.50M*30 Jun 2026
14 Aug 2026Element Wealth, LLCInstitutional manager30 Jun 20268.82K$2.55M*30 Jun 2026
14 Aug 2026ATMOS CAPITAL GESTAO DE RECURSOS LTDA.Institutional manager30 Jun 202652.92K$15.31M*30 Jun 2026
14 Aug 2026Volterra Technologies LPInstitutional manager30 Jun 2026554.00$160.31K*30 Jun 2026
14 Aug 2026Polar Capital Holdings PlcInstitutional manager30 Jun 20261.56M$450.51M*30 Jun 2026
14 Aug 2026Humankind Investments LLCInstitutional manager30 Jun 202656.80K$16.44M*30 Jun 2026
14 Aug 2026Pine Ridge Advisers LLCInstitutional manager30 Jun 202631.20K$9.03M*30 Jun 2026
14 Aug 2026Coppell Advisory Solutions LLCInstitutional manager30 Jun 202642.13K$12.19M*30 Jun 2026
14 Aug 2026Ameritas Advisory Services, LLCInstitutional manager30 Jun 2026430.31K$124.51M*30 Jun 2026
14 Aug 2026Samjo Management, LLCInstitutional manager30 Jun 20261.28K$370.38K*30 Jun 2026
14 Aug 2026Independence Wealth Advisors, LLCInstitutional manager30 Jun 20266.99K$2.02M*30 Jun 2026
14 Aug 2026Sentry LLCInstitutional manager30 Jun 202617.70K$5.12M*30 Jun 2026
14 Aug 2026Quantessence Capital LLCInstitutional manager30 Jun 20263.41K$986.72K*30 Jun 2026
14 Aug 2026Sequent Planning LLCInstitutional manager30 Jun 202610.63K$3.08M*30 Jun 2026
14 Aug 2026ROI Financial Advisors, LLCInstitutional manager30 Jun 202637.35K$10.81M*30 Jun 2026
14 Aug 2026ELEVATE WEALTH ADVISORY, INCInstitutional manager30 Jun 20262.69K$777.80K*30 Jun 2026
14 Aug 2026Atlanta Consulting Group Advisors, LLCInstitutional manager30 Jun 202619.61K$5.67M*30 Jun 2026
14 Aug 2026KP Management LLCInstitutional manager30 Jun 202640.00K$11.57M*30 Jun 2026
14 Aug 2026Wealth Watch Advisors, INCInstitutional manager30 Jun 202618.78K$5.43M*30 Jun 2026
14 Aug 2026Michels Family Financial, LLCInstitutional manager30 Jun 20265.94K$1.72M*30 Jun 2026
14 Aug 2026Haven Capital Group, Inc.Institutional manager30 Jun 202640.98K$11.86M*30 Jun 2026
14 Aug 2026Limestone Investment Advisors LPInstitutional manager30 Jun 202621.89K$6.33M*30 Jun 2026
14 Aug 2026Index Technologies Group LLCInstitutional manager30 Jun 20269.31K$2.69M*30 Jun 2026
14 Aug 2026Alvarez & Marsal Private Wealth Partners, LLCInstitutional manager30 Jun 202631.23K$9.04M*30 Jun 2026
14 Aug 2026Vines Capital Management, LLCInstitutional manager30 Jun 202634.55K$10.00M*30 Jun 2026
14 Aug 2026Legacy Wealth Advisors, LLCInstitutional manager30 Jun 202625.06K$7.25M*30 Jun 2026
14 Aug 2026ALONGSIDE, LLCInstitutional manager30 Jun 202619.84K$5.74M*30 Jun 2026
14 Aug 2026AlphaGrep UK LtdInstitutional manager30 Jun 20265.81K$1.68M*30 Jun 2026
14 Aug 2026Old Mission Investment Co LLCInstitutional manager30 Jun 2026121.48K$35.15M*30 Jun 2026
14 Aug 2026Oakmont Investment Advisors, Inc.Institutional manager30 Jun 202621.15K$6.12M*30 Jun 2026
14 Aug 2026JONES FINANCIAL COMPANIES LLLPInstitutional manager30 Jun 2026365.46K$105.75M*30 Jun 2026
14 Aug 2026MARK ASSET MANAGEMENT LPInstitutional manager30 Jun 2026118.67K$34.34M*30 Jun 2026
14 Aug 2026NISSAY ASSET MANAGEMENT CORP /JAPANInstitutional manager30 Jun 20263.23M$933.59M*30 Jun 2026
14 Aug 2026MANUFACTURERS LIFE INSURANCE COMPANY, THEInstitutional manager30 Jun 202610.30M$2.98B*30 Jun 2026
14 Aug 2026OBERWEIS ASSET MANAGEMENT INC/Institutional manager30 Jun 20263.53K$1.02M*30 Jun 2026
14 Aug 2026ROYAL BANK OF CANADAInstitutional manager30 Jun 202665.40M$18.92B*30 Jun 2026
14 Aug 2026OSTERWEIS CAPITAL MANAGEMENT INCInstitutional manager30 Jun 2026239.82K$69.39M*30 Jun 2026
14 Aug 2026D. E. Shaw & Co., Inc.Institutional manager30 Jun 20265.60M$1.62B*30 Jun 2026
14 Aug 2026NATIXIS ADVISORS, LLCInstitutional manager30 Jun 202611.77M$3.40B*30 Jun 2026
14 Aug 2026MAI Capital ManagementInstitutional manager30 Jun 20262.97M$859.69M*30 Jun 2026
14 Aug 2026PEAPACK GLADSTONE FINANCIAL CORPInstitutional manager30 Jun 20261.32M$383.14M*30 Jun 2026
14 Aug 2026CAPE COD FIVE CENTS SAVINGS BANKInstitutional manager30 Jun 2026134.15K$38.82M*30 Jun 2026
14 Aug 2026GENDELL JEFFREY LInstitutional manager30 Jun 2026315.00K$91.15M*30 Jun 2026
14 Aug 2026Berkshire Hathaway IncInstitutional manager30 Jun 2026227.92M$65.95B*30 Jun 2026
14 Aug 2026COLDSTREAM CAPITAL MANAGEMENT INCInstitutional manager30 Jun 2026663.77K$192.07M*30 Jun 2026
14 Aug 2026FIRST FOUNDATION ADVISORSInstitutional manager30 Jun 2026216.71K$62.71M*30 Jun 2026
14 Aug 2026ALLIANCEBERNSTEIN L.P.Institutional manager30 Jun 202643.03M$12.45B*30 Jun 2026
14 Aug 2026LOGAN CAPITAL MANAGEMENT INCInstitutional manager30 Jun 2026497.67K$144.00M*30 Jun 2026
14 Aug 2026Itau Unibanco Holding S.A.Institutional manager30 Jun 202684.19K$24.36M*30 Jun 2026
14 Aug 2026NOMURA HOLDINGS INCInstitutional manager30 Jun 2026857.81K$248.22M*30 Jun 2026
14 Aug 2026NEEDHAM INVESTMENT MANAGEMENT LLCInstitutional manager30 Jun 202618.45K$5.34M*30 Jun 2026
14 Aug 2026AQR CAPITAL MANAGEMENT LLCInstitutional manager30 Jun 202617.56M$5.08B*30 Jun 2026
14 Aug 2026CREDIT AGRICOLE S AInstitutional manager30 Jun 20266.16M$1.78B*30 Jun 2026
14 Aug 2026LAZARD ASSET MANAGEMENT LLCInstitutional manager30 Jun 20268.13M$2.35B*30 Jun 2026
14 Aug 2026GUARDIAN CAPITAL LPInstitutional manager30 Jun 2026349.39K$101.10M*30 Jun 2026
14 Aug 2026Coastline Trust CoInstitutional manager30 Jun 2026188.23K$54.47M*30 Jun 2026
14 Aug 2026Curi Capital, LLCInstitutional manager30 Jun 2026656.91K$190.08M*30 Jun 2026
14 Aug 2026BROWN ADVISORY INCInstitutional manager30 Jun 20264.03M$1.17B*30 Jun 2026
14 Aug 2026Dorsey & Whitney Trust CO LLCInstitutional manager30 Jun 2026214.38K$62.03M*30 Jun 2026
14 Aug 2026Hudson Bay Capital Management LPInstitutional manager30 Jun 2026631.09K$182.61M*30 Jun 2026
14 Aug 2026MACQUARIE GROUP LTDInstitutional manager30 Jun 20262.91M$841.00M*30 Jun 2026
14 Aug 2026CITADEL ADVISORS LLCInstitutional manager30 Jun 20267.30M$2.11B*30 Jun 2026
14 Aug 2026GAM Holding AGInstitutional manager30 Jun 2026176.08K$50.95M*30 Jun 2026
14 Aug 2026Ancora Advisors LLCInstitutional manager30 Jun 2026510.35K$147.67M*30 Jun 2026
14 Aug 2026SUSQUEHANNA INTERNATIONAL GROUP, LLPInstitutional manager30 Jun 20266.43M$1.86B*30 Jun 2026
14 Aug 2026Chevy Chase Trust Holdings, LLCInstitutional manager30 Jun 20268.86M$2.56B*30 Jun 2026
14 Aug 2026Northwest Bancshares, Inc.Institutional manager30 Jun 202652.55K$15.21M*30 Jun 2026
14 Aug 2026Evercore Wealth Management, LLCInstitutional manager30 Jun 20261.47M$426.79M*30 Jun 2026
14 Aug 2026Brevan Howard Capital Management LPInstitutional manager30 Jun 2026583.13K$168.73M*30 Jun 2026
14 Aug 2026Allianz Asset Management GmbHInstitutional manager30 Jun 202613.98M$4.05B*30 Jun 2026
14 Aug 2026Capula Management LtdInstitutional manager30 Jun 202621.67K$6.27M*30 Jun 2026
14 Aug 2026Cerity Partners LLCInstitutional manager30 Jun 20269.61M$2.78B*30 Jun 2026
14 Aug 2026Waverly Advisors, LLCInstitutional manager30 Jun 20261.47M$424.65M*30 Jun 2026
14 Aug 2026LMR Partners LLPInstitutional manager30 Jun 2026141.30K$40.89M*30 Jun 2026
14 Aug 2026JANE STREET GROUP, LLCInstitutional manager30 Jun 20263.93M$1.14B*30 Jun 2026
14 Aug 2026Man Group plcInstitutional manager30 Jun 20266.61M$1.91B*30 Jun 2026
14 Aug 2026Ausdal Financial Partners, Inc.Institutional manager30 Jun 2026218.77K$63.30M*30 Jun 2026
14 Aug 2026OSAIC HOLDINGS, INC.Institutional manager30 Jun 20268.73M$2.53B*30 Jun 2026
14 Aug 2026DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainInstitutional manager30 Jun 202621.39M$6.19B*30 Jun 2026
14 Aug 2026Aristotle Atlantic Partners, LLCInstitutional manager30 Jun 2026388.15K$112.32M*30 Jun 2026
14 Aug 2026MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Institutional manager30 Jun 20265.85M$1.69B*30 Jun 2026
14 Aug 2026Vestmark Advisory Solutions, Inc.Institutional manager30 Jun 2026595.35K$172.27M*30 Jun 2026
14 Aug 2026Foundations Investment Advisors, LLCInstitutional manager30 Jun 2026469.89K$135.97M*30 Jun 2026

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