AAPL Apple, Inc.
Apple, Inc. (AAPL) Institutional Ownership
What the institutions did with AAPL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.3M | 16.2% |
| EASTERN BANK | 1.2M | 14.4% |
| MassMutual Private Wealth & Trust, FSB | 612.7K | 7.5% |
| CACTI ASSET MANAGEMENT LLC | 499.4K | 6.1% |
| PARK NATIONAL CORP /OH/ | 441.9K | 5.4% |
| NEVILLE RODIE & SHAW INC | 434.7K | 5.3% |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 371.7K | 4.6% |
| GLP Holdings LLLP | 367.6K | 4.5% |
| ROCKLAND TRUST CO | 324.2K | 4.0% |
| ARGENT CAPITAL MANAGEMENT LLC | 306.5K | 3.8% |
| CX Institutional | 276.1K | 3.4% |
| Violich Capital Management, Inc. | 202.8K | 2.5% |
| Coastline Trust Co | 177.9K | 2.2% |
| TOMPKINS FINANCIAL CORP | 172.4K | 2.1% |
| Stonebridge Financial Group, LLC | 135.2K | 1.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 123.7K | 1.5% |
| Norman Fields, Gottscho Capital Management, LLC | 111.0K | 1.4% |
| GoalVest Advisory LLC | 108.9K | 1.3% |
| Central Pacific Bank - Trust Division | 91.1K | 1.1% |
| CapWealth Advisors, LLC | 68.1K | 0.8% |
| Versant Capital Management, Inc | 66.4K | 0.8% |
| Silverleafe Capital Partners, LLC | 61.8K | 0.8% |
| Olistico Wealth, LLC | 61.0K | 0.7% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 56.0K | 0.7% |
| Eastover Investment Advisors LLC | 44.6K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 13.6K | 108.9K | +95.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 1.4M | 1.3M | -73.1K |
| CX Institutional | Increased | 243.9K | 276.1K | +32.1K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 642.9K | 612.7K | -30.2K |
| PARK NATIONAL CORP /OH/ | Reduced | 457.3K | 441.9K | -15.4K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 318.2K | 306.5K | -11.7K |
| Coastline Trust Co | Reduced | 188.2K | 177.9K | -10.3K |
| General Partner, Inc. | Reduced | 47.1K | 37.9K | -9.2K |
| EASTERN BANK | Increased | 1.2M | 1.2M | +8.1K |
| Violich Capital Management, Inc. | Reduced | 209.8K | 202.8K | -6.9K |
| CACTI ASSET MANAGEMENT LLC | Reduced | 506.1K | 499.4K | -6.7K |
| NEVILLE RODIE & SHAW INC | Reduced | 440.3K | 434.7K | -5.6K |
| Rosenberg Matthew Hamilton | Increased | 12.8K | 17.9K | +5.1K |
| TOMPKINS FINANCIAL CORP | Reduced | 177.0K | 172.4K | -4.5K |
| Adelphi Trust Co | Reduced | 26.9K | 23.3K | -3.7K |
| Central Pacific Bank - Trust Division | Reduced | 94.3K | 91.1K | -3.2K |
| Eastover Investment Advisors LLC | Reduced | 46.8K | 44.6K | -2.2K |
| Global Wealth Strategies & Associates | Increased | 11.1K | 13.2K | +2.1K |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 18.9K | 16.9K | -2.0K |
| Heartwood Wealth Advisors LLC | Reduced | 23.0K | 21.1K | -1.9K |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 14.0K | 15.1K | +1.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 122.6K | 123.7K | +1.1K |
| Boltwood Capital Management | Increased | 38.8K | 39.7K | +907 |
| Miller Global Investments, LLC | Increased | 2.3K | 3.2K | +887 |
| CapWealth Advisors, LLC | Reduced | 69.0K | 68.1K | -881 |
| Stonebridge Financial Group, LLC | Increased | 134.4K | 135.2K | +835 |
| ROCKLAND TRUST CO | Reduced | 325.0K | 324.2K | -795 |
| Partnership Wealth Management, LLC | Reduced | 4.6K | 4.0K | -634 |
| Parrish Capital LLC | Reduced | 14.0K | 13.4K | -546 |
| DOLIVER ADVISORS, LP | Reduced | 26.9K | 26.3K | -512 |
| Noble Wealth Management PBC | Reduced | 22.5K | 22.1K | -489 |
| Versant Capital Management, Inc | Increased | 66.0K | 66.4K | +435 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 30.4K | 30.8K | +361 |
| Silverleafe Capital Partners, LLC | Reduced | 62.1K | 61.8K | -330 |
| Pacific Wealth Management | Reduced | 2.2K | 1.9K | -237 |
| Roxbury Financial LLC | Increased | 13.1K | 13.4K | +232 |
| Box Hill Private Wealth LLC | Increased | 10.6K | 10.8K | +224 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 12.1K | 11.9K | -200 |
| Planning Strategies Inc. | Reduced | 10.6K | 10.5K | -184 |
| Ballew Advisors, Inc | Reduced | 9.7K | 9.5K | -157 |
| Hickory Point Bank & Trust | Increased | 10.7K | 10.8K | +112 |
| Marathon Mission, Inc. | Increased | 4.9K | 5.0K | +107 |
| Ridgewood Investments LLC | Reduced | 2.3K | 2.3K | -90 |
| Marotta Asset Management | Increased | 6.4K | 6.4K | +59 |
| Beacon Wealthcare LLC | Reduced | 5.8K | 5.7K | -51 |
| First Citizens Financial Corp | Reduced | 21.8K | 21.8K | -28 |
| Olistico Wealth, LLC | Increased | 60.9K | 61.0K | +24 |
| Kennon-Green & Company, LLC | Reduced | 3.3K | 3.3K | -14 |
| FC Advisory LLC | Increased | 8.5K | 8.5K | +4 |
| Defender Capital, LLC. | Increased | 4.0K | 4.0K | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.