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Apple Inc. (AAPL) Institutional holders, 2026, Page 59

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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.

  • 26 Jun 2026: Holder Ravenstone Capital Management Inc.; Type Institutional manager; Reported balance date 31 Dec 2024; Reported shares 41.69K.
  • 26 Jun 2026: Holder Ravenstone Capital Management Inc.; Type Institutional manager; Reported balance date 30 Sept 2024; Reported shares 41.26K.
  • 26 Jun 2026: Holder Ravenstone Capital Management Inc.; Type Institutional manager; Reported balance date 30 Jun 2024; Reported shares 41.13K.
  • 26 Jun 2026: Holder Ravenstone Capital Management Inc.; Type Institutional manager; Reported balance date 31 Mar 2024; Reported shares 41.51K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Dec 202441.69K$10.44M*31 Dec 2024
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Sept 202441.26K$9.61M*30 Sept 2024
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Jun 202441.13K$8.92M*1 Jul 2024
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Mar 202441.51K$7.06M*1 Apr 2024
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Dec 202341.24K$7.66M*2 Jan 2024
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Sept 202340.68K$7.07M*2 Oct 2023
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Jun 202341.27K$8.00M*30 Jun 2023
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Mar 202341.31K$6.81M*31 Mar 2023
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Dec 202252.10K$6.52M*3 Jan 2023
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Sept 202252.10K$7.20M*30 Sept 2022
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Jun 202251.84K$7.09M*30 Jun 2022
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Mar 202257.17K$9.98M*31 Mar 2022
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager31 Dec 202156.55K$10.04M*31 Dec 2021
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Sept 202153.27K$7.54M*30 Sept 2021
26 Jun 2026Ravenstone Capital Management Inc.Institutional manager30 Jun 202146.05K$6.31M*30 Jun 2021
26 Jun 2026First Nebraska Trust CoInstitutional manager30 Jun 2021277.03K$37.94M*30 Jun 2021
26 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2021278.53K$34.02M*31 Mar 2021
25 Jun 2026Hamilton Wealth, LLCInstitutional manager31 Mar 2026121.48K$30.83M*31 Mar 2026
25 Jun 2026Paladin Partners, LLCInstitutional manager31 Mar 202615.18K$3.85M*31 Mar 2026
25 Jun 2026Paladin Partners, LLCInstitutional manager31 Dec 202519.67K$5.35M*31 Dec 2025
25 Jun 2026First Nebraska Trust CoInstitutional manager30 Sept 2021277.18K$39.22M*30 Sept 2021
24 Jun 2026Redwood Investment Management, LLCInstitutional manager31 Mar 202653.99K$13.70M*31 Mar 2026
24 Jun 2026Optimus Capital Advisors, LLCInstitutional manager31 Mar 20262.12K$537.53K*31 Mar 2026
24 Jun 2026Basecamp Wealth Advisors LLCInstitutional manager31 Mar 202658.91K$14.95M*31 Mar 2026
24 Jun 2026Basecamp Wealth Advisors LLCInstitutional manager31 Dec 202558.25K$15.84M*31 Dec 2025
24 Jun 2026Peak Planning Group, LLCInstitutional manager30 Jun 202574.60K$15.31M*30 Jun 2025
24 Jun 2026Peak Planning Group, LLCInstitutional manager31 Mar 202595.11K$21.13M*31 Mar 2025
24 Jun 2026Peak Planning Group, LLCInstitutional manager30 Sept 202498.73K$23.00M*30 Sept 2024
24 Jun 2026First Nebraska Trust CoInstitutional manager31 Dec 2021269.99K$47.94M*31 Dec 2021
23 Jun 2026BALLAST ADVISORS LLCInstitutional manager31 Mar 202681.98K$20.81M*31 Mar 2026
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Mar 20263.18K$806.29K*31 Mar 2026
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Dec 20252.97K$807.42K*31 Dec 2025
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Sept 20252.97K$756.00K*30 Sept 2025
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Jun 20252.94K$603.20K*30 Jun 2025
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Mar 20252.90K$643.73K*31 Mar 2025
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Dec 20242.89K$723.96K*31 Dec 2024
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Sept 20243.18K$740.94K*30 Sept 2024
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Jun 20243.21K$695.55K*1 Jul 2024
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Mar 20243.22K$547.16K*1 Apr 2024
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Dec 20233.15K$584.39K*2 Jan 2024
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Sept 20233.14K$545.92K*2 Oct 2023
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Jun 20233.13K$607.71K*30 Jun 2023
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Mar 20233.21K$529.82K*31 Mar 2023
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Dec 20223.19K$399.35K*3 Jan 2023
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Sept 20223.23K$446.25K*30 Sept 2022
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager30 Jun 20223.22K$440.79K*30 Jun 2022
23 Jun 2026First Nebraska Trust CoInstitutional manager30 Jun 2022268.79K$36.75M*30 Jun 2022
23 Jun 2026MTM FINANCIAL GROUP, LLCInstitutional manager31 Mar 20223.34K$583.90K*31 Mar 2022
23 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2022268.19K$46.83M*31 Mar 2022
22 Jun 2026SAPIENT CAPITAL LLCInstitutional manager31 Mar 20261.11M$280.46M*31 Mar 2026
22 Jun 2026Vilga Financial Planning LLCInstitutional manager31 Mar 202613.11K$3.33M*31 Mar 2026
22 Jun 2026Halter Ferguson Financial Inc.Institutional manager31 Dec 202514.37K$3.91M*31 Dec 2025
22 Jun 2026Vilga Financial Planning LLCInstitutional manager31 Dec 202513.11K$3.56M*31 Dec 2025
22 Jun 2026First Nebraska Trust CoInstitutional manager31 Dec 2022264.40K$33.07M*3 Jan 2023
22 Jun 2026First Nebraska Trust CoInstitutional manager30 Sept 2022267.95K$37.03M*30 Sept 2022
22 Jun 2026Peak Planning Group, LLCInstitutional manager31 Mar 202194.97K$11.60M*31 Mar 2021
18 Jun 2026Western Wealth Management, LLCInstitutional manager31 Mar 2026348.68K$88.49M*31 Mar 2026
18 Jun 2026Southern Financial Group, LLCInstitutional manager31 Mar 202610.34K$2.63M*31 Mar 2026
18 Jun 2026Dala Group, LLCInstitutional manager31 Dec 202510.10K$2.74M*31 Dec 2025
18 Jun 2026Southern Financial Group, LLCInstitutional manager31 Dec 202510.54K$2.87M*31 Dec 2025
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Dec 20237.94M$1.47B*2 Jan 2024
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20237.55M$1.31B*2 Oct 2023
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20237.63M$1.48B*30 Jun 2023
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20237.22M$1.19B*31 Mar 2023
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Dec 20227.14M$892.61M*3 Jan 2023
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20227.20M$995.54M*30 Sept 2022
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20227.26M$992.87M*30 Jun 2022
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20227.34M$1.28B*31 Mar 2022
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Dec 20217.48M$1.33B*31 Dec 2021
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20217.31M$1.03B*30 Sept 2021
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20217.33M$1.00B*30 Jun 2021
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20217.45M$909.82M*31 Mar 2021
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Dec 20207.33M$972.77M*31 Dec 2020
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20207.32M$847.84M*30 Sept 2020
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20201.80M$655.15M*30 Jun 2020
18 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20201.71M$435.93M*31 Mar 2020
17 Jun 2026Optimus Capital Advisors, LLCInstitutional manager31 Dec 20251.89K$513.54K*31 Dec 2025
17 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Dec 20248.34M$2.09B*31 Dec 2024
17 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20247.92M$1.85B*30 Sept 2024
17 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20247.38M$1.60B*1 Jul 2024
17 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20247.49M$1.27B*1 Apr 2024
17 Jun 2026First Nebraska Trust CoInstitutional manager30 Jun 2023259.76K$50.39M*30 Jun 2023
17 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2023263.39K$43.43M*31 Mar 2023
16 Jun 2026Empowered Funds, LLCInstitutional manager31 Mar 20261.61M$408.89M*31 Mar 2026
16 Jun 2026Steelhead Wealth Management LLCInstitutional manager31 Mar 20264.07K$1.03M*31 Mar 2026
16 Jun 2026PVG ASSET MANAGEMENT CORPInstitutional manager31 Mar 20269.57K$2.43M*31 Mar 2026
16 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2024250.05K$42.52M*1 Apr 2024
16 Jun 2026First Nebraska Trust CoInstitutional manager31 Dec 2023254.73K$47.29M*2 Jan 2024
16 Jun 2026First Nebraska Trust CoInstitutional manager30 Sept 2023259.85K$45.15M*2 Oct 2023
15 Jun 2026Carmignac GestionInstitutional manager31 Mar 20264.79K$1.21M*31 Mar 2026
15 Jun 2026SIMA Wealth Partners, LLCInstitutional manager30 Jun 2025938.00$192.45K*30 Jun 2025
15 Jun 2026SIMA Wealth Partners, LLCInstitutional manager31 Mar 2025938.00$208.36K*31 Mar 2025
15 Jun 2026SIMA Wealth Partners, LLCInstitutional manager31 Dec 2024938.00$234.89K*31 Dec 2024
15 Jun 2026SIMA Wealth Partners, LLCInstitutional manager30 Sept 2024938.00$218.55K*30 Sept 2024
15 Jun 2026First Nebraska Trust CoInstitutional manager30 Jun 2024288.23K$62.47M*1 Jul 2024
15 Jun 2026SIMA Wealth Partners, LLCInstitutional manager30 Jun 2024960.00$208.08K*1 Jul 2024
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Dec 2022321.17K$40.17M*3 Jan 2023
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Sept 2022315.50K$43.60M*30 Sept 2022
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Dec 2021330.31K$58.65M*31 Dec 2021
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Sept 2021316.88K$44.84M*30 Sept 2021

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