Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,592 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
48,852
shares
|
$13.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
48,807
shares
|
$13.1 Million
4.19% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
48,806
shares
|
$13.1 Million
3.76% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
48,803
shares
|
$13.1 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
48,771
shares
|
$13 Million
0.19% of portfolio
|
Q3 2025
Reduced 60.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
48,769
shares
|
$13 Million
1.56% of portfolio
|
Q3 2025
Reduced 43.37%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
48,722
shares
|
$13 Million
4.18% of portfolio
|
Q1 2024
Added 7.95%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
48,664
shares
|
$13 Million
0.09% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
48,622
shares
|
$13 Million
5.86% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
48,605
shares
|
$13 Million
1.84% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
48,585
shares
|
$13 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
48,443
shares
|
$13 Million
1.96% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
48,410
shares
|
$12.9 Million
2.56% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
48,345
shares
|
$12.9 Million
5.82% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
48,337
shares
|
$12.9 Million
4.21% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
48,329
shares
|
$12.9 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
48,269
shares
|
$12.9 Million
3.29% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
48,140
shares
|
$12.9 Million
3.37% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
48,126
shares
|
$12.9 Million
4.06% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
48,124
shares
|
$12.9 Million
2.93% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
48,020
shares
|
$12.8 Million
8.3% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
47,922
shares
|
$12.8 Million
5.87% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
47,818
shares
|
$12.8 Million
2.66% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
47,809
shares
|
$12.8 Million
7.58% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
47,783
shares
|
$12.8 Million
2.24% of portfolio
|
Q4 2023
Added 19.28%
|
|