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 |
|---|---|---|---|---|---|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
39,274
shares
|
$10.5 Million
3.53% of portfolio
|
Q1 2023
Reduced 0.32%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
39,255
shares
|
$10.5 Million
2.75% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
39,254
shares
|
$10.5 Million
5.5% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Geremia Financial Services, LLC
Edison, NJ |
Jan 13, 2026 Q4 2025 |
39,249
shares
|
$10.5 Million
8.8% of portfolio
|
Q4 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
39,229
shares
|
$10.5 Million
3.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
39,225
shares
|
$10.5 Million
3.2% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
39,178
shares
|
$10.5 Million
2.99% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
39,171
shares
|
$10.5 Million
6.02% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
38,998
shares
|
$10.4 Million
2.65% of portfolio
|
Q3 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
38,986
shares
|
$10.4 Million
8.57% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
38,925
shares
|
$10.4 Million
4.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 13, 2025 Q3 2025 |
38,900
shares
|
$10.4 Million
3.96% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
38,899
shares
|
$10.4 Million
5.91% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
38,897
shares
|
$10.4 Million
2.14% of portfolio
|
Q3 2025
Added 71.81%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
38,885
shares
|
$10.4 Million
2.74% of portfolio
|
Q4 2023
Reduced 22.49%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
38,873
shares
|
$10.4 Million
2.55% of portfolio
|
Q1 2025
Added 176.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
38,857
shares
|
$10.4 Million
5.3% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
38,845
shares
|
$10.4 Million
3.92% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
38,835
shares
|
$10.4 Million
8.12% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,817
shares
|
$10.4 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
38,801
shares
|
$10.4 Million
1.58% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
38,730
shares
|
$10.4 Million
4.69% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$10.4 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
38,728
shares
|
$10.4 Million
0.71% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,710
shares
|
$10.4 Million
0.17% of portfolio
|
Q3 2025
Added 181.08%
|
|