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 |
|---|---|---|---|---|---|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
39,880
shares
|
$10.7 Million
7.15% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
39,857
shares
|
$10.7 Million
3.14% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
39,820
shares
|
$10.7 Million
3.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
39,795
shares
|
$10.6 Million
1.97% of portfolio
|
Q4 2025
Reduced 14.1%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
39,764
shares
|
$10.6 Million
8.2% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
39,685
shares
|
$10.6 Million
3.27% of portfolio
|
Q1 2024
Reduced 20.12%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
39,663
shares
|
$10.6 Million
4.61% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
39,577
shares
|
$10.6 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
39,555
shares
|
$10.6 Million
5.5% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
39,545
shares
|
$10.6 Million
4.89% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
39,545
shares
|
$10.6 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
39,533
shares
|
$10.6 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
39,452
shares
|
$10.6 Million
9.25% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
39,420
shares
|
$10.5 Million
1.88% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
39,413
shares
|
$10.5 Million
4.07% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
University Of Wisconsin Foundation
Madison, WI |
Nov 14, 2025 Q3 2025 |
39,402
shares
|
$10.5 Million
8.5% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
39,390
shares
|
$10.5 Million
3.75% of portfolio
|
Q4 2025
Added 71.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
39,381
shares
|
$10.5 Million
1.13% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
39,374
shares
|
$10.5 Million
4.33% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
39,358
shares
|
$10.5 Million
2.6% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
39,347
shares
|
$10.5 Million
3.57% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
39,327
shares
|
$10.5 Million
1.98% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
39,315
shares
|
$10.5 Million
3.94% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
39,289
shares
|
$10.5 Million
9.8% of portfolio
|
Q2 2022
Added 133.22%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
39,285
shares
|
$10.5 Million
5.3% of portfolio
|
Q3 2025
Added 9.81%
|
|