APPLE INC (AAPL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
340
Reporting holders
$8.5B
Reported value
0.0%
Calls
0.2%
Puts
-5,814
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $530.9M | 1,594,177 | 3.44% | 32q | -1.0%-$5.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $437.8M | 1,314,606 | 5.22% | 32q | -5.3%-$24.3M |
| Farther Finance Advisors, LLC | $414.9M | 1,244,810 | 2.93% | 16q | +15.7%+$56.3M |
| EASTERN BANK | $390.8M | 1,173,537 | 5.94% | 32q | +0.7%+$2.7M |
| SAPIENT CAPITAL LLC | $384.1M | 1,153,295 | 5.16% | 12q | -50.1%-$385.7M |
| MassMutual Private Wealth & Trust, FSB | $204.1M | 612,731 | 5.38% | 32q | -4.7%-$10.1M |
| Valeo Financial Advisors, LLC | $170.1M | 510,842 | 3.59% | 32q | -1.0%-$1.7M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $168.0M | 504,622 | 3.84% | 32q | HELD |
| CACTI ASSET MANAGEMENT LLC | $164.5M | 499,400 | 8.69% | 32q | -1.3%-$2.2M |
| GAMMA Investing LLC | $153.9M | 461,999 | 5.20% | 12q | +10.7%+$14.9M |
| Gradient Investments LLC | $150.8M | 452,884 | 2.15% | 32q | -9.8%-$16.4M |
| Venture Visionary Partners LLC | $148.0M | 444,119 | 3.87% | 28q | +3.9%+$5.6M |
| PARK NATIONAL CORP /OH/ | $147.2M | 441,884 | 3.99% | 32q | -3.4%-$5.1M |
| Artemis Investment Management LLP | $126.6M | 380,103 | 1.10% | 32q | +54.4%+$44.6M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $123.8M | 371,700 | 10.66% | 15q | HELD |
| GLP Holdings LLLP | $122.4M | 367,556 | 96.19% | 4q | HELD |
| Apella Capital, LLC | $120.6M | 354,187 | 1.53% | 26q | +5.1%+$5.8M |
| Wedmont Private Capital | $115.6M | 339,449 | 2.76% | 20q | +12.4%+$12.8M |
| YHB Investment Advisors, Inc. | $108.2M | 324,809 | 6.82% | 32q | -1.7%-$1.9M |
| ROCKLAND TRUST CO | $108.0M | 324,228 | 4.13% | 32q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $102.1M | 306,456 | 3.25% | 32q | -3.7%-$3.9M |
| Private Capital Advisors, Inc. | $88.1M | 264,541 | 7.64% | 32q | HELD |
| Bath Savings Trust Co | $85.7M | 257,319 | 8.87% | 32q | -3.2%-$2.9M |
| AVITY INVESTMENT MANAGEMENT INC. | $82.6M | 248,138 | 5.18% | 32q | -4.7%-$4.1M |
| Violich Capital Management, Inc. | $67.5M | 202,816 | 7.29% | 32q | -3.3%-$2.3M |
| CoreCap Advisors, LLC | $65.1M | 195,521 | 1.87% | 9q | +2.8%+$1.8M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $64.7M | 194,155 | 4.28% | 32q | -1.3%-$840.9K |
| Avidian Wealth Enterprises, LLC | $62.7M | 188,216 | 1.75% | 32q | -10.8%-$7.6M |
| Legacy Private Trust Co. | $61.8M | 179,317 | 3.38% | 32q | -1.9%-$1.2M |
| VALLEY WEALTH MANAGERS, INC. | $60.8M | 182,489 | 3.45% | 32q | -1.1%-$670.0K |
| AMERICAN NATIONAL BANK & TRUST | $59.6M | 179,062 | 5.46% | 32q | -5.4%-$3.4M |
| Coastline Trust Co | $59.3M | 177,940 | 5.53% | 32q | -5.5%-$3.4M |
| RIVERSEDGE ADVISORS, LLC | $57.7M | 151,913 | 7.10% | 26q | -1.2%-$704.0K |
| TOMPKINS FINANCIAL CORP | $57.4M | 172,419 | 4.05% | 31q | -2.6%-$1.5M |
| Grove Bank & Trust | $55.1M | 165,507 | 5.48% | 32q | HELD |
| Everhart Financial Group, Inc. | $54.7M | 164,127 | 3.37% | 24q | -16.7%-$11.0M |
| Douglas Lane & Associates, LLC | $52.2M | 156,671 | 0.70% | 32q | -5.2%-$2.9M |
| Cooper Financial Group | $51.9M | 155,949 | 4.14% | 32q | -4.2%-$2.3M |
| RVW Wealth, LLC | $45.1M | 135,425 | 2.89% | 31q | +2.5%+$1.1M |
| Stonebridge Financial Group, LLC | $45.0M | 135,237 | 3.32% | 8q | +0.6%+$278.1K |
| ATWOOD & PALMER INC | $42.3M | 126,960 | 2.17% | 32q | HELD |
| Mirador Capital Partners LP | $41.7M | 125,280 | 4.86% | 32q | +1.2%+$493.2K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $41.2M | 123,810 | 1.48% | 32q | -2.7%-$1.1M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $41.2M | 123,653 | 2.97% | 32q | +0.9%+$355.0K |
| Draper Asset Management, LLC | $40.3M | 121,157 | 18.47% | 24q | -1.6%-$666.0K |
| Integrated Financial Solutions, Inc. | $40.0M | 120,009 | 20.52% | 6q | -0.6%-$221.1K |
| Allen Mooney & Barnes Investment Advisors LLC | $39.2M | 117,671 | 5.83% | 19q | -1.4%-$556.8K |
| Wealth Enhancement Trust Services, Inc. | $37.7M | 113,125 | 4.02% | 4q | -48.0%-$34.7M |
| Norman Fields, Gottscho Capital Management, LLC | $37.0M | 111,037 | 11.25% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $36.2M | 108,761 | 3.14% | 20q | -1.6%-$591.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $35.8M | 107,380 | 2.95% | 32q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $34.2M | 102,707 | 6.76% | 32q | -3.9%-$1.4M |
| Dale Q Rice Investment Management Ltd | $34.2M | 102,605 | 18.62% | 8q | HELD |
| Graves Light Lenhart Wealth, Inc. | $33.8M | 101,590 | 3.17% | 14q | -4.7%-$1.7M |
| Bill Few Associates, Inc. | $33.5M | 100,701 | 6.92% | 20q | -0.6%-$188.5K |
| Sound Income Strategies, LLC | $32.9M | 96,557 | 1.47% | 32q | +0.8%+$266.5K |
| Oak Grove Capital LLC | $31.8M | 95,627 | 1.44% | 32q | +13.3%+$3.7M |
| Galvin, Gaustad & Stein, LLC | $31.1M | 93,467 | 2.34% | 24q | +12.1%+$3.4M |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $30.6M | 92,027 | 15.89% | 12q | -2.9%-$919.5K |
| CENTRAL BANK & TRUST CO | $30.5M | 91,663 | 4.35% | 32q | HELD |
| Acropolis Investment Management, LLC | $30.4M | 91,423 | 1.22% | 32q | -47.7%-$27.7M |
| Central Pacific Bank - Trust Division | $30.3M | 91,067 | 3.19% | 11q | -3.4%-$1.1M |
| TOTH FINANCIAL ADVISORY CORP | $29.9M | 89,869 | 2.99% | 32q | -0.5%-$162.5K |
| Iowa State Bank | $28.5M | 85,537 | 4.81% | 32q | +14.5%+$3.6M |
| Overbrook Management Corp | $28.1M | 84,471 | 4.37% | 32q | -1.3%-$366.7K |
| Breakwater Capital Group | $27.0M | 80,130 | 3.19% | 16q | -3.7%-$1.0M |
| BENEDICT FINANCIAL ADVISORS INC | $26.3M | 78,977 | 5.22% | 32q | -3.8%-$1.0M |
| Adams Asset Advisors, LLC | $26.1M | 78,263 | 2.65% | 32q | -0.6%-$158.9K |
| ARMSTRONG ADVISORY GROUP, INC | $26.0M | 78,125 | 1.57% | 16q | +2.0%+$517.2K |
| CHAPIN DAVIS, INC. | $26.0M | 77,930 | 4.99% | 16q | +0.5%+$131.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $25.9M | 77,632 | 1.67% | 15q | +4.7%+$1.2M |
| HWG Holdings LP | $24.7M | 74,138 | 5.69% | 28q | +65.2%+$9.7M |
| Dominguez Wealth Management Solutions, Inc. | $24.0M | 72,136 | 13.30% | 16q | HELD |
| CapWealth Advisors, LLC | $22.7M | 68,124 | 1.71% | 32q | -1.3%-$293.4K |
| Bank of New Hampshire | $22.3M | 66,881 | 4.81% | 22q | -2.1%-$488.9K |
| DIVERSIFIED MANAGEMENT INC | $22.2M | 66,757 | 3.88% | 4q | -3.8%-$873.5K |
| Versant Capital Management, Inc | $22.1M | 66,415 | 1.89% | 32q | +0.7%+$144.9K |
| Atlas Brown,Inc. | $22.1M | 66,387 | 5.83% | 32q | -0.9%-$203.8K |
| Intelligence Driven Advisers, LLC | $21.8M | 65,345 | 3.76% | 32q | -3.0%-$662.0K |
| Greenfield Savings Bank | $21.3M | 63,979 | 8.06% | 18q | -0.9%-$198.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $20.9M | 62,653 | 3.01% | 24q | -3.1%-$658.0K |
| TILIA FIDUCIARY PARTNERS, INC. | $20.6M | 61,886 | 4.75% | 20q | +99.9%+$10.3M |
| Silverleafe Capital Partners, LLC | $20.6M | 61,789 | 5.86% | 32q | -0.5%-$109.9K |
| Shulman DeMeo Asset Management LLC | $20.4M | 61,220 | 4.03% | 21q | -1.3%-$263.0K |
| Olistico Wealth, LLC | $20.3M | 60,958 | 8.49% | 16q | HELD |
| S.E.E.D. Planning Group LLC | $20.3M | 60,834 | 4.96% | 28q | +8.8%+$1.6M |
| Bangor Savings Bank | $19.9M | 59,816 | 1.52% | 18q | -3.2%-$649.7K |
| SPRING CAPITAL MANAGEMENT, LLC | $19.8M | 59,512 | 9.51% | 20q | +0.8%+$152.5K |
| DLK Investment Management, LLC | $19.8M | 59,384 | 7.20% | 12q | -17.0%-$4.1M |
| Financial Enhancement Group LLC | $19.5M | 55,889 | 2.24% | 32q | -2.4%-$483.1K |
| Decker Wealth Management LLC | $19.5M | 58,535 | 3.96% | 4q | +6.5%+$1.2M |
| Capital Advisors Wealth Management, LLC | $19.2M | 57,688 | 2.16% | 23q | -0.8%-$161.5K |
| Lincoln Capital LLC | $18.7M | 56,418 | 3.28% | 32q | HELD |
| ARMSTRONG HENRY H ASSOCIATES INC | $18.7M | 56,200 | 1.67% | 32q | -0.8%-$149.2K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $18.6M | 56,000 | 3.52% | 19q | HELD |
| HALL LAURIE J TRUSTEE | $18.4M | 55,360 | 5.87% | 30q | -0.7%-$130.9K |
| DAVIDSON TRUST CO | $18.4M | 55,267 | 7.27% | 28q | -2.2%-$409.9K |
| Cadent Capital Advisors, LLC | $18.1M | 54,321 | 3.88% | 24q | HELD |
| Pacifica Partners Inc. | $17.8M | 53,966 | 5.37% | 3q | -4.6%-$851.1K |
| Plan A Wealth LLC | $17.8M | 53,356 | 6.34% | 8q | +412.3%+$14.3M |
Showing the largest 100 of 352 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-04-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-06 | LEVINSON ARTHUR D | Director | Sold | 250,000 | $71.2M ×2 |
| 2026-10-02 | COOK TIMOTHY D | Executive Chair | Sold | 191,753 | $63.8M ×4 |
| 2026-05-27 | LEVINSON ARTHUR D | Director | Sold | 50,000 | $15.6M |
| 2026-10-02 | O'BRIEN DEIRDRE | Senior Vice President | Sold | 46,389 | $15.5M ×2 |
| 2026-10-02 | Ternus John | CEO | Sold | 25,412 | $8.5M ×4 |
| 2026-09-22 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $815.8K |
| 2026-09-29 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $806.5K |
| 2026-10-06 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 2,399 | $796.5K |
| 2026-09-15 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 1,438 | $474.8K |
| 2026-09-08 | Newstead Jennifer | SVP, GC and Government Affairs | Sold | 1,438 | $456.2K |
| 2026-08-11 | Newstead Jennifer | SVP, GC and Secretary | Sold | 1,439 | $442.9K |
| 2026-08-18 | Newstead Jennifer | SVP, GC and Secretary | Sold | 1,439 | $442.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 340 | $8.5B | 25,485,855 | 4 | 99 | 158 | 0.2% |
| Q2 2026 | 6,154 | $3.2T | 10,496,726,406 | 111 | 2,221 | 2,496 | 4.7% |
| Q1 2026 | 6,111 | $2.6T | 9,605,547,078 | 108 | 2,074 | 2,626 | 4.0% |
| Q4 2025 | 6,149 | $2.8T | 9,701,184,842 | 108 | 1,793 | 2,585 | 4.5% |
| Q3 2025 | 5,639 | $2.5T | 9,469,969,384 | 124 | 1,965 | 2,372 | 5.2% |
| Q2 2025 | 5,633 | $2.0T | 9,480,907,968 | 127 | 1,874 | 2,526 | 4.0% |
| Q1 2025 | 5,635 | $2.2T | 9,374,424,272 | 101 | 1,741 | 2,753 | 4.1% |
| Q4 2024 | 5,709 | $2.5T | 9,567,150,816 | 109 | 1,683 | 2,302 | 5.2% |
| Q3 2024 | 5,133 | $2.4T | 9,580,122,734 | 90 | 1,658 | 2,272 | 5.2% |
| Q2 2024 | 5,164 | $2.1T | 9,617,844,625 | 188 | 1,933 | 2,015 | 5.1% |
| Q1 2024 | 5,045 | $1.8T | 9,913,658,263 | 127 | 1,707 | 2,269 | 4.4% |
| Q4 2023 | 5,015 | $2.0T | 9,711,204,915 | 100 | 1,443 | 2,156 | 5.3% |
| Q3 2023 | 4,640 | $1.7T | 9,397,960,189 | 111 | 1,449 | 2,024 | 5.6% |
| Q2 2023 | 4,629 | $1.9T | 9,384,383,562 | 122 | 1,289 | 2,256 | 6.2% |
| Q1 2023 | 4,561 | $1.7T | 9,680,978,233 | 108 | 1,417 | 2,057 | 4.9% |
| Q4 2022 | 4,592 | $1.3T | 9,593,543,789 | 104 | 1,272 | 2,055 | 5.1% |
| Q3 2022 | 4,373 | $1.4T | 9,433,924,965 | 103 | 1,342 | 1,866 | 5.5% |
| Q2 2022 | 4,372 | $1.4T | 9,406,586,806 | 88 | 1,450 | 1,868 | 4.9% |
| Q1 2022 | 4,420 | $1.8T | 9,735,329,931 | 107 | 1,426 | 2,031 | 4.9% |
| Q4 2021 | 4,417 | $1.8T | 9,559,724,044 | 122 | 1,294 | 1,704 | 6.5% |
| Q3 2021 | 3,869 | $1.5T | 9,643,165,421 | 70 | 1,309 | 1,607 | 6.8% |
| Q2 2021 | 3,888 | $1.4T | 9,704,183,378 | 107 | 1,377 | 1,559 | 7.5% |
| Q1 2021 | 3,854 | $1.2T | 9,600,698,899 | 96 | 1,328 | 1,747 | 5.9% |
| Q4 2020 | 3,857 | $1.4T | 9,899,977,873 | 101 | 1,207 | 1,607 | 8.1% |
| Q3 2020 | 3,471 | $1.2T | 9,933,592,815 | 112 | 3,254 | 45 | 7.6% |
| Q2 2020 | 3,437 | $1.0T | 2,610,140,873 | 147 | 1,080 | 1,660 | 5.6% |
| Q1 2020 | 3,367 | $717.7B | 2,639,288,402 | 129 | 1,101 | 1,752 | 6.5% |
| Q4 2019 | 3,393 | $869.5B | 2,710,184,459 | 106 | 797 | 1,657 | 8.4% |
| Q3 2019 | 3,057 | $646.6B | 2,692,550,203 | 91 | 917 | 1,408 | 6.8% |
| Q2 2019 | 3,047 | $590.6B | 2,721,843,909 | 101 | 936 | 1,421 | 8.7% |
| Q1 2019 | 3,056 | $562.2B | 2,754,439,071 | 113 | 1,214 | 1,222 | 6.9% |
| Q4 2018 | 3,062 | $488.8B | 2,912,159,002 | 19 | 51 | 51 | 6.1% |