AAPL · News · 20260922N

Institutional Ownership Changes

Apple Inc. · 2026-09-22 · Importance 9 · Surprise 6

Multiple investment managers disclosed new Apple positions in second-quarter or undefined-quarter Form 13F filings. Silvant Capital Management acquired 470,182 shares valued at approximately $136.1 million, while NFJ Investment Group purchased 315,565 shares valued at approximately $91.3 million. Oxford Financial Group acquired 163,489 shares worth approximately $47.3 million, and OneAscent Financial Services acquired 86,792 shares worth approximately $25.1 million. Other reported purchases included Patron Partners at $10.8 million, Advisors Preferred at $9.8 million, Alaska Wealth Advisors at $8.9 million, and several smaller positions.

Key facts

• Silvant Capital Management LLC bought 470,182 shares of Apple Inc. stock, valued at approximately $136,052,000. source
• OneAscent Family Office LLC acquired 6,117 shares of Apple Inc. stock, valued at approximately $1,770,000. source
• TRU Independence Asset Management 2 LLC bought 8,987 shares of Apple Inc. stock, valued at approximately $2,600,000. source
• OneAscent Financial Services LLC acquired 86,792 shares of Apple Inc. stock, valued at approximately $25,114,000. source
• Oxford Financial Group LTD. LLC acquired 163,489 shares of Apple Inc. stock, valued at approximately $47,307,000. source
• Patron Partners LLC bought 37,153 shares of Apple Inc. stock, valued at approximately $10,751,000. source
• Presper Financial Architects LLC acquired 9,458 shares of Apple Inc. stock, valued at approximately $2,737,000. source
• NFJ Investment Group LLC bought 315,565 shares of Apple Inc. stock, valued at approximately $91,312,000. source