AAPL · Company research
Apple Inc. (AAPL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8807 | 2932907000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425852 | 141817233000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16202 | 5395590 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21237 | 7072346 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16202 | 5395590 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Concentric Capital Strategies, LP | 1851869 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56565 | 16367648 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SK Wealth Management, LLC | 1867958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15950 | 4916807 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hopwood Nicholas Hunter | 2091827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6215 | 1798440 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forefront Wealth Partners, LLC | 2068112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10974 | 3175161 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Paradigm Capital Management, LLC/NV | 1910312 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9330 | 2700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 310820 | 89938783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avanda Investment Management Pte. Ltd. | 1650258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5820 | 1684075 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223262 | 64603092 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Global Trust Wealth Management LLC | 2065265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10787 | 3121330 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PMG Family Office LLC | 2102299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3378 | 977538 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 579127 | 167576312 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Kanen Wealth Management LLC | 1681614 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7103 | 2055324 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| REGIMEN WEALTH, LLC | 1963863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16277 | 4709897 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 590640 | 170907512 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Employees Provident Fund Board | 1600177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1961691 | 567634908 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 928400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 3414448 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8304 | 2402825 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278 | 80508 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56659 | 16395011 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7377107 | 1867086225 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106008 | 30674619 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51023 | 14763915 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4967048 | 1437265009 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58382 | 16893416 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| QVT Financial LP | 1290162 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90765 | 26263760 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4150 | 1200877 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4437 | 1206 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Castle Rock Wealth Management, LLC | 1727605 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53494 | 15747524 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8905195 | 2576807342 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRISTOL JOHN W & CO INC /NY/ | 276101 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1152318 | 333434736 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1837416 | 531674694 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31263 | 9046262 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 1909570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25377 | 7343089 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 353274 | 101308552 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1132 | 327593 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2109159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280000 | 144200 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51996494 | 15045705504 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ACT WEALTH MANAGEMENT, LLC | 1814191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23801 | 6887037 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| DWR WEALTH MANAGEMENT, LLC | 2123012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27403 | 7720546 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| M. Kulyk & Associates, LLC | 1842370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84780 | 24531897 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MYDA Advisors LLC | 1589689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 5787200 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23536 | 6810785 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOR ADVISORY CORP /MA/ | 1100710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39493 | 11427694 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Macro Advisors, Inc. | 1821406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10793 | 3123030 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bellwether Advisors, LLC | 1819815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7490 | 2167306 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 2054680 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52921 | 15313221 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 858 | 248271 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| K.J. Harrison & Partners Inc | 1418359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183674 | 53147909 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2183517 | 631246758 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145418 | 42078146 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6197 | 1793214 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5581 | 1614918 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40618 | 11753224 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TKG Advisors, LLC | 1843275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2531 | 732370 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 430921 | 124691383 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Blueprint Financial Advisors LLC | 2054129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44178 | 12783205 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Frisch Financial Group, Inc. | 1767730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66654 | 19287068 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mork Capital Management, LLC | 1626494 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 1736160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1336116 | 386618627 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3658000 | 1058478880 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11659044 | 3373661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Insight Holdings Group, LLC | 1305473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131050 | 37920628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Capital Partners, LLC | 1569833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141322 | 40892946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIENT ADVISORS LLC | 1729866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29666 | 8584106 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WIMMER ASSOCIATES 1, LLC | 1667019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56240 | 16273660 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76791 | 22220244 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WENDELL DAVID ASSOCIATES INC | 878228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254154 | 73542 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 491912 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Processus Wealth & Capital Management, LLC | 2014209 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40215 | 11636700 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Uptown Financial Advisors LLC | 2066147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1562 | 452269 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Markin Asset Management, LP | 2110806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7395 | 2139682 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Compass Financial Group, INC/SD | 1964835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15151 | 4384059 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89083 | 25777057 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Empire Financial Management Company, LLC | 1971875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13947 | 4035808 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pingora Partners LLC | 2011176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8794 | 2544632 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.