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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
42,326
shares
|
$11.3 Million
2.69% of portfolio
|
Q4 2025
Added 8.7%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
42,312
shares
|
$11.3 Million
2.62% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
42,308
shares
|
$11.3 Million
4.54% of portfolio
|
Q3 2025
Added 41.0%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
42,289
shares
|
$11.3 Million
10.76% of portfolio
|
Q1 2023
Reduced 0.76%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
42,150
shares
|
$11.3 Million
1.83% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
42,102
shares
|
$11.3 Million
1.27% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
42,099
shares
|
$11.3 Million
2.11% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
42,056
shares
|
$11.2 Million
4.98% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
42,054
shares
|
$11.2 Million
2.54% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
42,034
shares
|
$11.2 Million
3.12% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
42,032
shares
|
$11.2 Million
1.16% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
42,024
shares
|
$11.2 Million
4.2% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Gp Brinson Investments LLC
|
Jan 02, 2026 Q4 2025 |
42,000
shares
|
$11.2 Million
4.89% of portfolio
|
Q1 2021
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
41,971
shares
|
$11.2 Million
2.1% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
41,956
shares
|
$11.2 Million
1.38% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
41,954
shares
|
$11.2 Million
1.6% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,947
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
41,945
shares
|
$11.2 Million
3.21% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
41,904
shares
|
$11.2 Million
0.98% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
41,901
shares
|
$11.2 Million
3.11% of portfolio
|
Q4 2025
Reduced 6.47%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
41,899
shares
|
$11.2 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
41,839
shares
|
$11.2 Million
8.64% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
41,839
shares
|
$11.2 Million
8.64% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
41,818
shares
|
$11.2 Million
2.99% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
41,801
shares
|
$11.2 Million
2.75% of portfolio
|
Q4 2025
Reduced 1.18%
|
|