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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
47,019
shares
|
$12.6 Million
0.24% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 14, 2026 Q4 2025 |
47,015
shares
|
$12.6 Million
1.96% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
46,995
shares
|
$12.6 Million
4.04% of portfolio
|
Q3 2025
Added 86.95%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
46,992
shares
|
$12.6 Million
6.47% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
46,963
shares
|
$12.6 Million
4.86% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
46,935
shares
|
$12.6 Million
3.74% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
46,854
shares
|
$12.5 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
46,853
shares
|
$12.5 Million
4.4% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
46,842
shares
|
$12.5 Million
3.36% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
46,839
shares
|
$12.5 Million
4.94% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
46,817
shares
|
$12.5 Million
2.32% of portfolio
|
Q4 2025
Reduced 8.67%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
46,773
shares
|
$12.5 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
46,740
shares
|
$12.5 Million
2.72% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
46,725
shares
|
$12.5 Million
7.36% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
46,678
shares
|
$12.5 Million
3.11% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
46,671
shares
|
$12.5 Million
2.52% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
46,668
shares
|
$12.5 Million
6.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
46,659
shares
|
$12.5 Million
3.05% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
46,658
shares
|
$12.5 Million
5.56% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
46,610
shares
|
$12.5 Million
4.26% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
46,540
shares
|
$12.4 Million
1.44% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
46,469
shares
|
$12.4 Million
3.85% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
46,452
shares
|
$12.4 Million
6.26% of portfolio
|
Q4 2025
Reduced 7.08%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
46,449
shares
|
$12.4 Million
7.9% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
46,318
shares
|
$12.4 Million
1.2% of portfolio
|
Q3 2025
Added 36.15%
|
|