AAPL Institutional Ownership Trend

Institutional ownership trends for APPLE INC provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $69.82B in AAPL holdings for the quarter ended March 31, 2026, compared with approximately $71.81B reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in APPLE INC.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked AAPL institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for AAPL, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in APPLE INC.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 202633$69,819,634,724275,170,966
Q4 202519$71,810,997,832264,220,257
Q3 202531$72,365,646,649284,264,289
Q2 202530$67,405,055,366328,612,465
Q1 202530$77,487,099,068348,919,962
Q4 202430$80,512,706,183321,576,181
Q3 202435$89,639,346,715384,844,778
Q2 202431$103,767,408,390492,700,434
Q1 202429$150,435,918,160878,449,339
Q4 202327$189,332,119,386987,183,177
Q3 202327$170,134,860,033999,449,840
Q2 202327$192,772,893,1231,000,607,588