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Apple Inc. (AAPL) Institutional holders, 2026, Page 60

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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.

  • 15 Jun 2026: Holder INDEPENDENT FINANCIAL GROUP, LLC; Type Institutional manager; Reported balance date 30 Jun 2021; Reported shares 296.50K.
  • 15 Jun 2026: Holder INDEPENDENT FINANCIAL GROUP, LLC; Type Institutional manager; Reported balance date 31 Mar 2021; Reported shares 272.50K.
  • 15 Jun 2026: Holder INDEPENDENT FINANCIAL GROUP, LLC; Type Institutional manager; Reported balance date 31 Dec 2020; Reported shares 268.33K.
  • 15 Jun 2026: Holder INDEPENDENT FINANCIAL GROUP, LLC; Type Institutional manager; Reported balance date 30 Sept 2020; Reported shares 242.39K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Jun 2021296.50K$40.61M*30 Jun 2021
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Mar 2021272.50K$33.29M*31 Mar 2021
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Dec 2020268.33K$35.61M*31 Dec 2020
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Sept 2020242.39K$28.07M*30 Sept 2020
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Jun 202055.51K$20.25M*30 Jun 2020
15 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Mar 202054.71K$13.91M*31 Mar 2020
12 Jun 2026S&A Financial Services, Inc.Institutional manager31 Mar 202619.06K$4.84M*31 Mar 2026
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Dec 2024462.91K$115.92M*31 Dec 2024
12 Jun 2026First Nebraska Trust CoInstitutional manager31 Dec 2024282.96K$70.86M*31 Dec 2024
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Sept 2024455.32K$106.09M*30 Sept 2024
12 Jun 2026First Nebraska Trust CoInstitutional manager30 Sept 2024280.42K$65.34M*30 Sept 2024
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Jun 2024459.38K$99.57M*1 Jul 2024
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Mar 2024431.44K$73.36M*1 Apr 2024
12 Jun 2026National Philanthropic TrustInstitutional manager31 Dec 202371.35K$13.25M*2 Jan 2024
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Dec 2023414.25K$76.90M*2 Jan 2024
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Sept 2023382.31K$66.43M*2 Oct 2023
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Jun 2023374.56K$72.65M*30 Jun 2023
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Mar 2023365.27K$60.23M*31 Mar 2023
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager30 Jun 2022325.82K$44.55M*30 Jun 2022
12 Jun 2026INDEPENDENT FINANCIAL GROUP, LLCInstitutional manager31 Mar 2022331.52K$57.89M*31 Mar 2022
11 Jun 2026LFG Wealth Partners, LLCInstitutional manager31 Mar 202637.11K$9.42M*31 Mar 2026
11 Jun 2026E-Wealth Partners, LLCInstitutional manager31 Mar 202634.78K$8.83M*31 Mar 2026
11 Jun 2026Three Bearings Fiduciary Advisors, Inc.Institutional manager31 Mar 20265.13K$1.30M*31 Mar 2026
11 Jun 2026Three Bearings Fiduciary Advisors, Inc.Institutional manager31 Dec 20255.39K$1.47M*31 Dec 2025
10 Jun 2026FAS Wealth Partners, Inc.Institutional manager31 Mar 2026153.89K$39.05M*31 Mar 2026
10 Jun 2026US Asset Management LLCInstitutional manager31 Mar 202636.74K$9.32M*31 Mar 2026
10 Jun 2026Dakota Community Bank & Trust NAInstitutional manager31 Mar 20262.86K$726.35K*31 Mar 2026
10 Jun 2026Curry Webb Wealth Management LLCInstitutional manager31 Mar 20264.28K$1.09M*31 Mar 2026
10 Jun 2026Curry Webb Wealth Management LLCInstitutional manager31 Dec 20252.91K$790.57K*31 Dec 2025
10 Jun 2026First Nebraska Trust CoInstitutional manager30 Jun 2025278.99K$57.24M*30 Jun 2025
10 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2025281.64K$62.56M*31 Mar 2025
9 Jun 2026Rathbones Group PLCInstitutional manager31 Mar 2026(m)(m)(m)
9 Jun 2026Contango Wealth Management LLCInstitutional manager31 Mar 20264.33K$1.10M*31 Mar 2026
9 Jun 2026Rathbones Group PLCInstitutional manager31 Dec 2025(m)(m)(m)
9 Jun 2026Contango Wealth Management LLCInstitutional manager31 Dec 20254.48K$1.22M*31 Dec 2025
9 Jun 2026First Nebraska Trust CoInstitutional manager30 Sept 2025278.54K$70.92M*30 Sept 2025
8 Jun 2026Pine Valley Investments Ltd Liability CoInstitutional manager31 Mar 2026258.18K$65.52M*31 Mar 2026
8 Jun 2026First National Bank of Mount Dora, Trust Investment ServicesInstitutional manager31 Mar 202665.53K$16.63M*31 Mar 2026
8 Jun 2026Positano Wealth Management LtdInstitutional manager31 Mar 20264.94K$1.25M*31 Mar 2026
8 Jun 2026First National Bank of Mount Dora, Trust Investment ServicesInstitutional manager31 Dec 202570.59K$19.19M*31 Dec 2025
8 Jun 2026Positano Wealth Management LtdInstitutional manager31 Dec 20257.19K$1.96M*31 Dec 2025
8 Jun 2026First National Bank of Mount Dora, Trust Investment ServicesInstitutional manager30 Sept 202571.40K$18.18M*30 Sept 2025
4 Jun 2026CHELSEA COUNSEL COInstitutional manager31 Mar 202681.24K$20.62M*31 Mar 2026
4 Jun 2026Town Capital LLCInstitutional manager31 Mar 20263.49K$885.22K*31 Mar 2026
4 Jun 2026FISCHER INVESTMENT STRATEGIES, LLCInstitutional manager31 Mar 20263.81K$967.45K*31 Mar 2026
4 Jun 2026Midwest Financial Network, LLCInstitutional manager31 Mar 2026921.00$233.74K*31 Mar 2026
4 Jun 2026Town Capital LLCInstitutional manager31 Dec 20253.79K$1.03M*31 Dec 2025
4 Jun 2026Midwest Financial Network, LLCInstitutional manager31 Dec 2025905.00$246.03K*31 Dec 2025
4 Jun 2026Midwest Financial Network, LLCInstitutional manager30 Sept 2025915.00$232.99K*30 Sept 2025
3 Jun 2026NewEdge Advisors, LLCInstitutional manager31 Mar 20263.37M$854.15M*31 Mar 2026
3 Jun 2026DBK Financial Counsel, LLCInstitutional manager31 Mar 20266.36K$1.61M*31 Mar 2026
3 Jun 2026Stillwater Private Wealth, LLCInstitutional manager31 Mar 20266.47K$1.64M*31 Mar 2026
3 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Sept 20258.29M$2.11B*30 Sept 2025
3 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager30 Jun 20258.11M$1.66B*30 Jun 2025
3 Jun 2026STOREBRAND ASSET MANAGEMENT ASInstitutional manager31 Mar 20258.00M$1.78B*31 Mar 2025
3 Jun 2026Peak Planning Group, LLCInstitutional manager31 Dec 202093.69K$12.43M*31 Dec 2020
2 Jun 2026Optiver Holding B.V.Institutional manager31 Mar 20261.12K$283.74K*31 Mar 2026
2 Jun 2026Blue Edge Capital, LLCInstitutional manager31 Mar 202666.60K$16.90M*31 Mar 2026
2 Jun 2026First Nebraska Trust CoInstitutional manager31 Dec 2025280.61K$76.29M*31 Dec 2025
2 Jun 2026Norris Financial Group, LLCInstitutional manager31 Dec 202042.51K$5.64M*31 Dec 2020
2 Jun 2026Norris Financial Group, LLCInstitutional manager30 Sept 202031.36K$3.63M*30 Sept 2020
2 Jun 2026Norris Financial Group, LLCInstitutional manager30 Jun 20209.60K$3.50M*30 Jun 2020
2 Jun 2026Norris Financial Group, LLCInstitutional manager31 Mar 20207.33K$1.86M*31 Mar 2020
2 Jun 2026Norris Financial Group, LLCInstitutional manager31 Dec 201913.17K$3.87M*31 Dec 2019
1 Jun 2026NWI MANAGEMENT LPInstitutional manager31 Mar 2026(m)(m)(m)
1 Jun 2026Concorde Asset Management, LLCInstitutional manager31 Mar 202612.02K$3.05M*31 Mar 2026
1 Jun 2026Caerus Investment Advisors, LLCInstitutional manager31 Mar 202620.08K$5.10M*31 Mar 2026
1 Jun 2026Dala Group, LLCInstitutional manager31 Mar 202610.63K$2.70M*31 Mar 2026
1 Jun 2026Financial Solutions Advisory Group, Inc.Institutional manager31 Mar 202613.11K$3.33M*31 Mar 2026
1 Jun 2026Keel Point, LLCInstitutional manager31 Mar 2026120.69K$30.63M*31 Mar 2026
1 Jun 2026Foguth Wealth Management, LLC.Institutional manager31 Mar 202634.24K$8.69M*31 Mar 2026
1 Jun 2026First Nebraska Trust CoInstitutional manager31 Mar 2026279.76K$71.00M*31 Mar 2026
1 Jun 2026NWI MANAGEMENT LPInstitutional manager31 Dec 2025(m)(m)(m)

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