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Apple Inc.
/ Institutional moves
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A
Apple Inc.
Institutional position changes, all quarters
1,243 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
STATE STREET CORPORATION
Jun 30, 2026
+11,073,424
+1.8%
615,129,929
$3.20B
high
Added
BlackRock, Inc.
Jun 30, 2026
+8,331,208
+0.7%
1,162,996,939
$2.41B
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+4,737,677
+15%
36,594,139
$1.37B
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-4,030,000
-100%
0
$1.10B
high
Added
DEUTSCHE BANK AG
Jun 30, 2026
+773,861
+1.7%
47,201,961
$223.92M
high
Trimmed
JENSEN INVESTMENT MANAGEMENT INC
Jun 30, 2026
-734,972
-46%
860,969
$212.67M
high
Added
LPL Financial LLC
Jun 30, 2026
+649,505
+2.8%
24,255,694
$187.94M
high
Trimmed
Lido Advisors, LLC
Jun 30, 2026
-620,039
-14%
3,803,588
$179.42M
high
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+299,556
+11%
3,077,675
$86.68M
high
Trimmed
The PNC Financial Services Group, Inc.
Jun 30, 2026
-286,541
-1.5%
18,799,774
$82.91M
high
Exited
MKP Capital Management, L.L.C.
Jun 30, 2026
-130,000
-100%
0
$35.34M
medium
Trimmed
Arizona State Retirement System
Jun 30, 2026
-120,860
-2.9%
4,073,733
$34.97M
medium
Added
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
+104,737
+30%
457,767
$30.31M
medium
Added
Wealthfront Advisers LLC
Jun 30, 2026
+90,417
+5.7%
1,667,085
$26.16M
medium
Trimmed
CYPRESS FUNDS LLC
Jun 30, 2026
-84,055
-71%
34,692
$24.32M
medium
Trimmed
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
-66,710
-4.5%
1,423,923
$19.30M
medium
Trimmed
Greenwoods Asset Management Hong Kong Ltd.
Jun 30, 2026
-66,436
-31%
146,668
$19.22M
medium
Trimmed
AMG National Trust Bank
Jun 30, 2026
-58,845
-15%
337,620
$17.03M
medium
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-58,768
-4.2%
1,356,311
$17.01M
medium
Trimmed
Cornerstone Advisors, LLC
Jun 30, 2026
-56,975
-7.3%
721,725
$16.49M
medium
Trimmed
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
-56,266
-4.6%
1,180,277
$16.28M
medium
Trimmed
Sigma Planning Corp
Jun 30, 2026
-42,076
-6.8%
579,763
$12.18M
medium
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-41,716
-74%
14,511
$12.07M
medium
Added
Victory Capital Management, Inc.
Jun 30, 2026
+41,663
+0.2%
18,748,292
$12.06M
medium
Added
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
+37,816
+4.7%
841,768
$10.89M
medium
New
BTGP Boreas Fund LP - Series A
Jun 30, 2026
+37,004
New
37,004
$10.71M
medium
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-36,677
-30%
85,524
$10.61M
medium
Added
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Jun 30, 2026
+29,394
+240%
41,662
$8.51M
medium
Trimmed
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
-28,426
-49%
29,546
$8.23M
medium
Added
M. Kulyk & Associates, LLC
Jun 30, 2026
+26,761
+46%
84,780
$7.74M
medium
Trimmed
Beacon Harbor Wealth Advisors, Inc.
Jun 30, 2026
-24,058
-80%
5,873
$7.43M
medium
Trimmed
Perfromance Wealth Partners, LLC
Jun 30, 2026
-25,279
-0.6%
3,933,000
$7.31M
medium
Added
Naviter Wealth, LLC
Jun 30, 2026
+24,887
+25%
124,422
$7.20M
medium
Exited
WINTON GROUP Ltd
Jun 30, 2026
-25,668
-100%
0
$6.98M
medium
Trimmed
Destiny Wealth Partners, LLC
Jun 30, 2026
-22,486
-29%
54,016
$6.95M
medium
Trimmed
Dakota Wealth Management
Jun 30, 2026
-23,842
-3.7%
617,780
$6.90M
medium
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-22,727
-42%
31,375
$6.58M
medium
Added
CCG WEALTH MANAGEMENT, LLC
Jun 30, 2026
+22,610
+112%
42,849
$6.54M
medium
Trimmed
Oxbow Advisors, LLC
Jun 30, 2026
-21,843
-17%
106,008
$6.32M
medium
Trimmed
Kapstone Financial Advisors LLC
Jun 30, 2026
-21,432
-26%
61,991
$6.20M
medium
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-20,061
-8.5%
216,473
$5.80M
medium
Trimmed
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-19,718
-20%
79,542
$5.71M
medium
Trimmed
OAKMONT Corp
Jun 30, 2026
-19,285
-9.9%
175,641
$5.58M
medium
Added
Granite Investment Partners, LLC
Jun 30, 2026
+19,025
+9.6%
218,008
$5.51M
medium
Added
OneDigital Investment Advisors LLC
Jun 30, 2026
+18,693
+3.1%
617,608
$5.41M
medium
Added
Plato Investment Management Ltd
Jun 30, 2026
+18,167
+5.1%
376,892
$5.23M
medium
Added
Westwood Wealth Management
Jun 30, 2026
+16,486
+67%
40,955
$4.77M
low
Added
SG Americas Securities, LLC
Jun 30, 2026
+16,194,152
+233%
23,158,850
$4.69M
low
Added
TABLEAUX LLC
Jun 30, 2026
+16,080
+237%
22,853
$4.65M
low
Trimmed
JLB & ASSOCIATES INC
Jun 30, 2026
-16,031
-11%
123,528
$4.64M
low
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