§ TECHNOLOGY
USD · Technology

AAPL

APPLE INC
· USDSector · TechnologyMarket cap · $3757187.11TBeta · 1.11
LAST · MARKET CLOSE
300.23
+2.02 ▲ 0.68%PREV CLOSE · $298.21
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 297.90HIGH 303.20LOW 296.52VOL 0AVG VOL 52W 169.21 — 288.62
EVENTSMAY 12 · BB SELLDEC 31 · EARNINGS +4.2%
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

AAPL reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
5067 increased/new, 3720 decreased/exited (13F)
AC 13F Analysis
INSIDER
5 txns · 90d
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
37 buy, 15 hold, 2 sell
Finnhub
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E31.9P/S
EV/EBITDAP/B50.98
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend0.42%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for AAPL. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Vanguard Group1279.1M5.0%+2%
State Street604.1M5.5%
BlackRock, Inc.431.5M2.0%
Geode Capital Management316.0M5.3%+698%
BlackRock, Inc.303.8M1.4%
Fidelity Management197.0M2.7%+429%
AC INTELLIGENCE

Top institutional owners for AAPL as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER32.1% · 0 holders
PASSIVE / INDEX22.3% · 11 holders
OTHER22.1% · 5,768 holders
QUALITY / COMPOUNDER10.7% · 54 holders
DEALER / BANK9.3% · 38 holders
INCOME / DEFENSIVE1.8% · 32 holders
SYSTEMATIC / QUANT0.8% · 16 holders
TACTICAL / MACRO0.7% · 8 holders
DEEP VALUE0.2% · 7 holders
ACTIVIST0.1% · 1 holder
GROWTH / MOMENTUM0.0% · 2 holders
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
MAY 12Borders BenSELL39K−$0
MAY 08LEVINSON ARTHUR DSELL3.8M−$0
APR 27Parekh KevanSELL13K−$0
APR 03O'BRIEN DEIRDRESELL137K−$0
APR 03COOK TIMOTHY DSELL3.3M−$0
AC INTELLIGENCE

0 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES