01
BKNGBooking Holdings Inc
Net +743.10M shares
+94.82%
of total held
1,889 adding · Net +1,678 managers211 trimming
Stock performance
$167.99 $178.24
↗ +6.10%
close-to-close
Data Product
Institutional Ownership Dataset
Explore institutional holders, quarter-over-quarter position changes and ownership concentration for 13,000+ US-listed companies.
MCP demonstration · verified sample
AAPL institutional ownership
Real response from the CSIMarket MCP ownership tool. Snapshot quarter: June 30, 2026. Institutional long holdings.
Largest reported share-position changes
Quarter over quarter - percent change in shares held
Increased shares
Invesco+157.9%
Assenagon+93.7%
Franklin Res.+42.4%
FMR+5.8%
BlackRock+1.7%
Decreased shares
Janus Henderson-100.0%
Diamant-99.6%
T. Rowe Price IM-52.1%
CalPERS-21.4%
Price T. Rowe-20.3%
Change is calculated against the prior-quarter reported share count. New positions are omitted because no prior holding is available for comparison. Bars use a plus/minus 160% scale. Reported position changes may reflect buys, sells or other portfolio changes.
Institutional ownership
68.85%
Institutional holders
6,137
Top 10 concentration
46.13%
QoQ ownership change
+2.76 pp
AAPL | INSTITUTIONAL OWNERSHIP
NET INCREASE
Top 10 institutional holders: net adding shares
Ranked by reported value as of 2026-06-30; change vs 2026-03-31
Quarterly net share change
Net +56.3M shares - +1.27%
Across the nine holders with comparable prior-quarter positions
6
increased
2
decreased
1
unchanged
1
new
AAPL stock performance
2026-03-31 to 2026-06-30
+14.02%
Price return
Starting close
$253.79
Ending close
$289.36
+$35.57 per share close to close
Dividends excluded
Dividends excluded
The net percentage compares prior-quarter shares across the nine existing positions; the new position is excluded. Reported share changes may reflect buys, sells or other portfolio changes.
Institutional holder mix
- Passive 39.45%
- Active 28.51%
- Advisor 18.83%
- Mutual fund 7.30%
- Hedge fund 3.24%
- Pension 2.67%
Manager types are estimated from institution names.
Largest five holders - share of company
BlackRock7.91%
Vanguard Capital6.52%
State Street4.18%
Geode Capital2.52%
Vanguard Portfolio2.27%
Bars are scaled to 8% ownership for comparison.
Largest reported holdersAs of 2026-06-30 · ranked by reported market value
| Manager | Ownership | Shares | QoQ change |
|---|---|---|---|
| BlackRock, Inc. | 7.91% | 1,164,658,139 | +19,734,214 |
| Vanguard Capital Management LLC | 6.52% | 959,107,911 | +5,260,263 |
| State Street Corp | 4.18% | 615,129,929 | +12,788,520 |
| Geode Capital Management, LLC | 2.52% | 371,336,543 | +2,719,589 |
| Vanguard Portfolio Management LLC | 2.27% | 334,119,156 | +2,682,101 |
This institutional-holdings view excludes retail, insiders, short positions and derivatives. Ownership percentages can exceed 100% because of securities lending or overlapping filings; this sample's over-100 flag is false. Inspect the ownership endpoints in API docs →
CSIMarket MCP · 13F ownership flow
Where institutions are adding & trimming positions
Ranked by net share change as a percentage of total institutional shares held. Stock returns cover the same quarter.
Mar 31 to Jun 30, 2026
Quarter-end to quarter-end
Quarter-end to quarter-end
Net buying
Largest share increases
Ranked by net shares added as a % of total held
02
KLACKLA Corporation
Net +1,121.89M shares
+90.51%
of total held
2,483 adding · Net +2,362 managers121 trimming
Stock performance
$147.05 $301.71
↗ +105.17%
close-to-close
03
CVNACarvana Co
Net +707.80M shares
+79.02%
of total held
812 adding · Net +677 managers135 trimming
Stock performance
$62.88 $65.82
↗ +4.68%
close-to-close
04
DVNDevon Energy Corp
Net +498.85M shares
+46.33%
of total held
1,152 adding · Net +767 managers385 trimming
Stock performance
$50.32 $41.32
↘ −17.89%
close-to-close
05
MGCMagellan Copper and Gold Corp
Net +160.58M shares
+45.56%
of total held
1,295 adding · Net +902 managers393 trimming
Stock performance
$236.35 $273.63
↗ +15.77%
close-to-close
06
NTNXNutanix Inc
Net +110.24M shares
+31.25%
of total held
343 adding · Net +82 managers261 trimming
Stock performance
$38.01 $50.96
↗ +34.07%
close-to-close
07
AKAMAkamai Technologies Inc
Net +74.40M shares
+30.82%
of total held
455 adding · Net +64 managers391 trimming
Stock performance
$114.85 $118.21
↗ +2.93%
close-to-close
08
QXOQXO Inc
Net +238.07M shares
+25.32%
of total held
501 adding · Net +311 managers190 trimming
Stock performance
$19.42 $17.28
↘ −11.02%
close-to-close
09
SATSEchoStar Corporation
Net +63.83M shares
+23.60%
of total held
442 adding · Net +110 managers332 trimming
Stock performance
$117.07 $101.50
↘ −13.30%
close-to-close
10
MCHPMicrochip Technology Inc
Net +149.11M shares
+20.81%
of total held
697 adding · Net +131 managers566 trimming
Stock performance
$64.61 $91.20
↗ +41.15%
close-to-close
Net selling
Largest share reductions
Ranked by net shares reduced as a % of total held
01
DDDuPont de Nemours Inc
Net −219.81M shares
−215.62%
of total held
135 adding · Net −1,051 managers1,186 trimming
Stock performance
$45.62 $135.64
↗ +197.33%
close-to-close
02
HONHoneywell International Inc
Net −254.25M shares
−99.13%
of total held
266 adding · Net −2,401 managers2,667 trimming
Stock performance
$224.79 $223.90
↘ −0.40%
close-to-close
03
GWREGuidewire Software Inc
Net −27.55M shares
−32.05%
of total held
254 adding · Net −110 managers364 trimming
Stock performance
$149.56 $123.05
↘ −17.73%
close-to-close
04
RGLDRoyal Gold Inc
Net −21.76M shares
−29.44%
of total held
390 adding · Net −5 managers395 trimming
Stock performance
$254.49 $199.61
↘ −21.56%
close-to-close
05
TTEKTetra Tech Inc
Net −67.39M shares
−26.46%
of total held
263 adding · Net −54 managers317 trimming
Stock performance
$30.12 $28.89
↘ −4.08%
close-to-close
06
INGING Groep NV
Net −33.05M shares
−23.79%
of total held
327 adding · Net +130 managers197 trimming
Stock performance
$26.05 $31.38
↗ +20.46%
close-to-close
07
GSKGSK plc
Net −42.06M shares
−11.76%
of total held
494 adding · Net +44 managers450 trimming
Stock performance
$55.19 $52.42
↘ −5.02%
close-to-close
08
SNYSanofi
Net −19.35M shares
−9.83%
of total held
315 adding · Net −97 managers412 trimming
Stock performance
$48.18 $42.66
↘ −11.46%
close-to-close
09
SOFISoFi Technologies Inc
Net −94.27M shares
−9.73%
of total held
529 adding · Net +122 managers407 trimming
Stock performance
$15.88 $17.93
↗ +12.91%
close-to-close
10
PAYCPaycom Software Inc
Net −4.09M shares
−9.53%
of total held
303 adding · Net −33 managers336 trimming
Stock performance
$121.54 $125.68
↗ +3.41%
close-to-close
Managers addingManagers trimmingBars compare manager counts; stock performance is close-to-close.
Net-share percentage = change in reported shares divided by June 30 total reported institutional shares. Adding includes new and increased positions; trimming includes decreased and closed positions. Price return uses split-adjusted closing prices; dividends are excluded. Reported changes can reflect portfolio or filing changes. Percentages can exceed 100% when the net reduction is larger than current reported holdings.
Rankings require at least 500 reported managers in both quarters and comparable holder coverage (within 25%). Institutional filings are quarterly and lagged. Source: CSIMarket ownership and stock-price MCP data.
MCP demonstration · insider activity
AAPL insider transactions
A 12-month summary from Forms 3, 4 and 5. The latest transaction in this sample was reported on September 27, 2026.
Transactions
97
Reporting insiders
16
Open-market buys
0
Open-market sells
22
Open-market activity
Net selling · 412,658 shares
The MCP summary isolates open-market purchases and sales. Total acquisitions and dispositions also include awards, option exercises, gifts and tax withholding; they are not all open-market trades.
Ownership and insider activity share the ownership.read access scope. Explore insider endpoints in the API docs →
What data it carries
Ownership data for one company, keyed by ticker, CIK or company name. Company fundamentals now have their own point-in-time product and demonstration.
- Institutional ownership · aggregate %, holder counts, top holders, quarter-over-quarter changes, history, concentration (HHI / Gini) and per-manager portfolios & holdings
Best real-life usage
- Follow the smart money: see which institutions are building or trimming a position quarter over quarter, and how concentrated the holder base is.
Combine with other datasets
Each analysis below pairs this dataset with another to answer a question neither can alone.
+ Industry Benchmarking
Rank a company's margins, growth and valuation against its industry peers (percentile and z-score), answer “is this cheap or strong relative to its peers?”
Rank a company's margins, growth and valuation against its industry peers (percentile and z-score), answer “is this cheap or strong relative to its peers?”
+ Total Market
Place the company's valuation and growth against the whole US-listed market aggregate for top-down context.
Place the company's valuation and growth against the whole US-listed market aggregate for top-down context.
+ Quantitative Factor & Risk
Overlay factor exposures and tail/crash risk scores on the fundamental picture for factor-aware stock selection.
Overlay factor exposures and tail/crash risk scores on the fundamental picture for factor-aware stock selection.
Over MCP with AI agents
Connect an AI agent to the CSIMarket MCP server (mcp.csimarket.com) and it can call these endpoints as tools, no glue code. Ask in plain language; the agent picks the endpoints, fetches the data, and composes the answer.
- “Show AAPL's institutional ownership as of the latest reported quarter, the top five holders and their quarter-over-quarter share changes.”
- Build an ownership monitor that flags names where reported institutional positions or holder concentration shift between reporting periods.
- Let the agent watch a portfolio and flag names where institutional ownership or concentration shifts materially.
Available for AI training
AI / LLM trainingThe Institutional Ownership Dataset is licensable for AI and machine-learning work: training or fine-tuning a model on it, generating embeddings, indexing it as a retrieval corpus for RAG, or building a derivative model whose weights carry learned representations of it.
It is a separate licence from an API or MCP subscription. A subscription covers querying the data and working with the answer. It does not cover training a model on the data or persisting it into a durable AI knowledge base. Four licence types do: model training (LLM and ML), derivative model, RAG and vector index, and enterprise unlimited.
Delivered for pipeline use: CSV in long or wide form, Parquet for ML pipelines, JSON and NDJSON, and API streaming for automated workloads.