AAPL Institutional holders, 2026, Page 7

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 Core Alternative Capital; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 68.02K.
14 Aug 2026: Holder Socorro Asset Management LP; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 23.40K.
14 Aug 2026: Holder PYA Waltman Capital, LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 9.94K.
14 Aug 2026: Holder Resolute Advisors LLC; Type Institutional manager; Reported balance date 30 Jun 2026; Reported shares 1.77K.

Filed	Holder	Type	Reported balance date	Reported shares	Value at publication	Price date used
14 Aug 2026	Core Alternative Capital	Institutional manager	30 Jun 2026	68.02K	$19.68M*	30 Jun 2026
14 Aug 2026	Socorro Asset Management LP	Institutional manager	30 Jun 2026	23.40K	$6.77M*	30 Jun 2026
14 Aug 2026	PYA Waltman Capital, LLC	Institutional manager	30 Jun 2026	9.94K	$2.88M*	30 Jun 2026
14 Aug 2026	Resolute Advisors LLC	Institutional manager	30 Jun 2026	1.77K	$513.61K*	30 Jun 2026
14 Aug 2026	NZS Capital, LLC	Institutional manager	30 Jun 2026	168.90K	$48.87M*	30 Jun 2026
14 Aug 2026	Kinloch Capital, LLC	Institutional manager	30 Jun 2026	6.18K	$1.79M*	30 Jun 2026
14 Aug 2026	44 WEALTH MANAGEMENT LLC	Institutional manager	30 Jun 2026	39.22K	$11.35M*	30 Jun 2026
14 Aug 2026	Ewing Morris & Co. Investment Partners Ltd.	Institutional manager	30 Jun 2026	2.68K	$776.35K*	30 Jun 2026
14 Aug 2026	DARK FOREST CAPITAL MANAGEMENT LP	Institutional manager	30 Jun 2026	6.62K	$1.92M*	30 Jun 2026
14 Aug 2026	WCG Wealth Advisors LLC	Institutional manager	30 Jun 2026	310.82K	$89.94M*	30 Jun 2026
14 Aug 2026	Goldstream Capital Management Ltd	Institutional manager	30 Jun 2026	1.27K	$368.64K*	30 Jun 2026
14 Aug 2026	NFSG Corp	Institutional manager	30 Jun 2026	92.14K	$26.66M*	30 Jun 2026
14 Aug 2026	Royal Capital Wealth Management, LLC	Institutional manager	30 Jun 2026	18.98K	$5.49M*	30 Jun 2026
14 Aug 2026	Wick Capital Partners, LLC	Institutional manager	30 Jun 2026	23.26K	$6.73M*	30 Jun 2026
14 Aug 2026	KINTRA WEALTH, LLC	Institutional manager	30 Jun 2026	133.38K	$38.60M*	30 Jun 2026
14 Aug 2026	White Knight Strategic Wealth Advisors, LLC	Institutional manager	30 Jun 2026	20.63K	$5.97M*	30 Jun 2026
14 Aug 2026	NCM Capital Management, LLC	Institutional manager	30 Jun 2026	28.19K	$8.16M*	30 Jun 2026
14 Aug 2026	BLODGETT WEALTH ADVISORS, LLC	Institutional manager	30 Jun 2026	56.52K	$16.36M*	30 Jun 2026
14 Aug 2026	Sovereign Investment Advisors, LLC	Institutional manager	30 Jun 2026	2.29K	$662.35K*	30 Jun 2026
14 Aug 2026	AIRE ADVISORS, LLC	Institutional manager	30 Jun 2026	168.72K	$48.82M*	30 Jun 2026
14 Aug 2026	Blackston Financial Advisory Group, LLC	Institutional manager	30 Jun 2026	14.30K	$4.14M*	30 Jun 2026
14 Aug 2026	JOSH ARNOLD INVESTMENT CONSULTANT, LLC	Institutional manager	30 Jun 2026	307.36K	$88.94M*	30 Jun 2026
14 Aug 2026	Granite Bay Wealth Management, LLC	Institutional manager	30 Jun 2026	153.14K	$44.31M*	30 Jun 2026
14 Aug 2026	Vienna Asset Management LLC	Institutional manager	30 Jun 2026	13.69K	$3.96M*	30 Jun 2026
14 Aug 2026	Nearwater Capital Markets, Ltd	Institutional manager	30 Jun 2026	438.00K	$126.74M*	30 Jun 2026
14 Aug 2026	Tradewinds, LLC.	Institutional manager	30 Jun 2026	25.86K	$7.48M*	30 Jun 2026
14 Aug 2026	Vertex Planning Partners, LLC	Institutional manager	30 Jun 2026	93.98K	$27.19M*	30 Jun 2026
14 Aug 2026	Daner Wealth Management, LLC	Institutional manager	30 Jun 2026	4.32K	$1.25M*	30 Jun 2026
14 Aug 2026	Waterford Advisors, LLC	Institutional manager	30 Jun 2026	8.68K	$2.51M*	30 Jun 2026
14 Aug 2026	Talisman Wealth Advisors LLC	Institutional manager	30 Jun 2026	14.92K	$4.32M*	30 Jun 2026
14 Aug 2026	Envision Financial Planning, LLC	Institutional manager	30 Jun 2026	1.92K	$554.12K*	30 Jun 2026
14 Aug 2026	Quarry LP	Institutional manager	30 Jun 2026	470.00	$136.00K*	30 Jun 2026
14 Aug 2026	Clifford Group, LLC	Institutional manager	30 Jun 2026	11.00K	$3.18M*	30 Jun 2026
14 Aug 2026	Vinva Investment Management Ltd	Institutional manager	30 Jun 2026	3.21M	$927.85M*	30 Jun 2026
14 Aug 2026	Empire Financial Management Company, LLC	Institutional manager	30 Jun 2026	13.95K	$4.04M*	30 Jun 2026
14 Aug 2026	TORNO CAPITAL, LLC	Institutional manager	30 Jun 2026	100.00K	$28.94M*	30 Jun 2026
14 Aug 2026	Strategies Wealth Advisors, LLC	Institutional manager	30 Jun 2026	30.36K	$8.78M*	30 Jun 2026
14 Aug 2026	EDENTREE ASSET MANAGEMENT Ltd	Institutional manager	30 Jun 2026	11.43K	$3.31M*	30 Jun 2026
14 Aug 2026	Nemes Rush Group LLC	Institutional manager	30 Jun 2026	204.07K	$59.05M*	30 Jun 2026
14 Aug 2026	Viaable, LLC	Institutional manager	30 Jun 2026	1.59K	$459.50K*	30 Jun 2026
14 Aug 2026	SIH Partners, LLLP	Institutional manager	30 Jun 2026	198.18K	$57.35M*	30 Jun 2026
14 Aug 2026	Valley Financial Group, Inc.	Institutional manager	30 Jun 2026	7.75K	$2.24M*	30 Jun 2026
14 Aug 2026	Pingora Partners LLC	Institutional manager	30 Jun 2026	8.79K	$2.54M*	30 Jun 2026
14 Aug 2026	Axxion S.A.	Institutional manager	30 Jun 2026	110.23K	$31.90M*	30 Jun 2026
14 Aug 2026	Safe Harbor Fiduciary, LLC	Institutional manager	30 Jun 2026	23.62K	$6.83M*	30 Jun 2026
14 Aug 2026	Kera Capital Partners, Inc.	Institutional manager	30 Jun 2026	24.46K	$7.08M*	30 Jun 2026
14 Aug 2026	American Alpha Advisors, LLC	Institutional manager	30 Jun 2026	1.54K	$446.19K*	30 Jun 2026
14 Aug 2026	Mission Hills Financial Advisory, LLC	Institutional manager	30 Jun 2026	6.69K	$1.93M*	30 Jun 2026
14 Aug 2026	Murphy & Mullick Capital Management Corp	Institutional manager	30 Jun 2026	9.14K	$2.65M*	30 Jun 2026
14 Aug 2026	CAXTON ASSOCIATES LLP	Institutional manager	30 Jun 2026	1.34M	$388.88M*	30 Jun 2026
14 Aug 2026	Carbahal Olsen Financial Services Group, LLC	Institutional manager	30 Jun 2026	15.66K	$4.53M*	30 Jun 2026
14 Aug 2026	Blueprint Financial Advisors LLC	Institutional manager	30 Jun 2026	44.18K	$12.78M*	30 Jun 2026
14 Aug 2026	Frederick Financial Consultants, LLC	Institutional manager	30 Jun 2026	18.67K	$5.40M*	30 Jun 2026
14 Aug 2026	Teucrium Investment Advisors, LLC	Institutional manager	30 Jun 2026	2.58K	$747.42K*	30 Jun 2026
14 Aug 2026	Note Advisors, LLC	Institutional manager	30 Jun 2026	3.79K	$1.10M*	30 Jun 2026
14 Aug 2026	STANCE CAPITAL LLC	Institutional manager	30 Jun 2026	5.99K	$1.73M*	30 Jun 2026
14 Aug 2026	J HAGAN CAPITAL, INC.	Institutional manager	30 Jun 2026	22.62K	$6.55M*	30 Jun 2026
14 Aug 2026	Wills Financial Group LLC	Institutional manager	30 Jun 2026	56.19K	$16.26M*	30 Jun 2026
14 Aug 2026	SIGNAL TREE FINANCIAL PARTNERS LLC	Institutional manager	30 Jun 2026	5.42K	$1.57M*	30 Jun 2026
14 Aug 2026	Investors Portfolio Services LLC	Institutional manager	30 Jun 2026	3.20K	$925.66K*	30 Jun 2026
14 Aug 2026	SNOWWATER INVESTMENT PARTNERS, LLC	Institutional manager	30 Jun 2026	18.39K	$5.32M*	30 Jun 2026
14 Aug 2026	Hopwood Nicholas Hunter	Institutional manager	30 Jun 2026	6.21K	$1.80M*	30 Jun 2026
14 Aug 2026	SVRN Asset Management, LLC	Institutional manager	30 Jun 2026	5.21K	$1.51M*	30 Jun 2026
14 Aug 2026	Genesis Financial Group, LLC	Institutional manager	30 Jun 2026	3.67K	$1.06M*	30 Jun 2026
14 Aug 2026	J.M. Arbour, LLC	Institutional manager	30 Jun 2026	6.82K	$1.97M*	30 Jun 2026
14 Aug 2026	Blue Sparrow, LLC /DE	Institutional manager	30 Jun 2026	520.70K	$150.67M*	30 Jun 2026
14 Aug 2026	Financial Plan, Inc.	Institutional manager	30 Jun 2026	21.05K	$6.09M*	30 Jun 2026
14 Aug 2026	Colter Lewis Investment Partners LLC	Institutional manager	30 Jun 2026	9.28K	$2.69M*	30 Jun 2026
14 Aug 2026	Ruggiero Investments, Inc.	Institutional manager	30 Jun 2026	27.09K	$7.84M*	30 Jun 2026
14 Aug 2026	Quattro Advisors LLC	Institutional manager	30 Jun 2026	37.44K	$10.83M*	30 Jun 2026
14 Aug 2026	MCGUIRE CAPITAL ADVISORS INC	Institutional manager	30 Jun 2026	23.45K	$6.78M*	30 Jun 2026
14 Aug 2026	Wellington Grp LLC	Institutional manager	30 Jun 2026	21.83K	$6.32M*	30 Jun 2026
14 Aug 2026	Summitas Investment Management LLC	Institutional manager	30 Jun 2026	7.07K	$2.04M*	30 Jun 2026
14 Aug 2026	Delaney Capital Management Ltd.	Institutional manager	30 Jun 2026	3.54K	$1.02M*	30 Jun 2026
14 Aug 2026	Odyssey Group, LLC	Institutional manager	30 Jun 2026	6.34K	$1.83M*	30 Jun 2026
14 Aug 2026	Outlook Capital Management, LLC	Institutional manager	30 Jun 2026	1.70K	$492.20K*	30 Jun 2026
14 Aug 2026	Turner Financial Group, Inc.	Institutional manager	30 Jun 2026	2.67K	$772.88K*	30 Jun 2026
14 Aug 2026	Thompson David Blair	Institutional manager	30 Jun 2026	9.80K	$2.84M*	30 Jun 2026
14 Aug 2026	COZAD ASSET MANAGEMENT INC	Institutional manager	30 Jun 2026	148.66K	$43.02M*	30 Jun 2026
14 Aug 2026	TEACHER RETIREMENT SYSTEM OF TEXAS	Institutional manager	30 Jun 2026	5.28M	$1.53B*	30 Jun 2026
14 Aug 2026	WEDGEWOOD PARTNERS INC	Institutional manager	30 Jun 2026	130.68K	$37.81M*	30 Jun 2026
14 Aug 2026	MUFG SECURITIES AMERICAS INC.	Institutional manager	30 Jun 2026	442.36K	$128.00M*	30 Jun 2026
14 Aug 2026	BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	Institutional manager	30 Jun 2026	15.64K	$4.53M*	30 Jun 2026
14 Aug 2026	California Public Employees Retirement System	Institutional manager	30 Jun 2026	29.64M	$8.58B*	30 Jun 2026
14 Aug 2026	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	Institutional manager	30 Jun 2026	6.73M	$1.95B*	30 Jun 2026
14 Aug 2026	DF DENT & CO INC	Institutional manager	30 Jun 2026	197.54K	$57.16M*	30 Jun 2026
14 Aug 2026	HUTNER CAPITAL MANAGEMENT INC	Institutional manager	30 Jun 2026	22.29K	$6.45M*	30 Jun 2026
14 Aug 2026	CASTLEARK MANAGEMENT LLC	Institutional manager	30 Jun 2026	472.11K	$136.61M*	30 Jun 2026
14 Aug 2026	IRONWOOD INVESTMENT MANAGEMENT LLC	Institutional manager	30 Jun 2026	1.84K	$531.26K*	30 Jun 2026
14 Aug 2026	Zurich Insurance Group Ltd/FI	Institutional manager	30 Jun 2026	2.92M	$843.51M*	30 Jun 2026
14 Aug 2026	MILLENNIUM MANAGEMENT LLC	Institutional manager	30 Jun 2026	756.80K	$218.99M*	30 Jun 2026
14 Aug 2026	CORSAIR CAPITAL MANAGEMENT, L.P.	Institutional manager	30 Jun 2026	8.31K	$2.41M*	30 Jun 2026
14 Aug 2026	SATURNA CAPITAL CORP	Institutional manager	30 Jun 2026	1.77M	$513.33M*	30 Jun 2026
14 Aug 2026	Zuckerman Investment Group, LLC	Institutional manager	30 Jun 2026	113.08K	$32.72M*	30 Jun 2026
14 Aug 2026	RWWM, INC.	Institutional manager	30 Jun 2026	7.84K	$2.27M*	30 Jun 2026
14 Aug 2026	Empirical Finance, LLC	Institutional manager	30 Jun 2026	518.32K	$149.98M*	30 Jun 2026
14 Aug 2026	Godshalk Welsh Capital Management, Inc.	Institutional manager	30 Jun 2026	32.18K	$9.31M*	30 Jun 2026
14 Aug 2026	BONTEMPO OHLY CAPITAL MGMT LLC	Institutional manager	30 Jun 2026	923.00	$267.08K*	30 Jun 2026
14 Aug 2026	Pointe Capital Management LLC	Institutional manager	30 Jun 2026	23.85K	$6.90M*	30 Jun 2026
14 Aug 2026	COOPER/HAIMS ADVISORS, LLC	Institutional manager	30 Jun 2026	22.20K	$6.42M*	30 Jun 2026

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