AAPL · News · 20260916N

Institutional Ownership Changes

Apple Inc. · 2026-09-16 · Importance 3 · Surprise 6

Multiple institutional investors disclosed new Apple positions in second-quarter or unspecified-quarter Form 13F filings on September 16, 2026. The largest reported purchases were Deutsche Bank AG at approximately $13.66 billion and Mitsubishi UFJ Asset Management at approximately $10.59 billion. Other disclosed purchases included Perigon Wealth Management at approximately $328.96 million, Trust Co. of Vermont at approximately $169.31 million, and Principle Wealth Partners at approximately $104.74 million.

Key facts

• Principle Wealth Partners LLC bought 361,967 shares of Apple Inc. valued at approximately $104,739,000. source
• Firetrail Investments PTY Ltd. acquired 101,080 shares of Apple Inc. valued at approximately $29,071,000. source
• Simplicity Wealth LLC purchased 197,173 shares of Apple Inc. valued at approximately $57,054,000 and Apple accounts for 1.9% of Simplicity Wealth LLC's portfolio. source
• Trust Co. of Vermont purchased 585,123 shares of Apple Inc. valued at approximately $169,311,000 and Apple makes up approximately 6.3% of Trust Co.'s portfolio. source
• UP Strategic Wealth Investment Advisors LLC bought 21,972 shares of Apple Inc. valued at approximately $6,833,000 and Apple makes up approximately 4.1% of UP Strategic's portfolio. source
• Oak Barrel Wealth Advisory LLC bought 16,971 shares of Apple Inc. valued at approximately $4,911,000 and Apple makes up approximately 2.2% of Oak Barrel's portfolio. source
• Plato Investment Management Ltd bought 376,892 shares of Apple Inc. valued at approximately $108,421,000 and Apple makes up 6.2% of Plato Investment's portfolio. source
• Roman Butler Fullerton and Co. bought 61,013 shares of Apple Inc. valued at approximately $19,360,000 and Apple makes up 4.6% of Roman Butler Fullerton's portfolio. source