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 |
|---|---|---|---|---|---|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
38,691
shares
|
$10.3 Million
7.92% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
38,683
shares
|
$10.3 Million
1.6% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
38,663
shares
|
$10.3 Million
6.66% of portfolio
|
Q3 2025
Reduced 19.94%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
38,645
shares
|
$10.3 Million
3.65% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
38,611
shares
|
$10.3 Million
5.58% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
38,601
shares
|
$10.3 Million
4.63% of portfolio
|
Q3 2025
Reduced 42.55%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
38,590
shares
|
$10.3 Million
4.94% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
38,582
shares
|
$10.3 Million
3.42% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
38,540
shares
|
$10.3 Million
5.26% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
38,511
shares
|
$10.3 Million
6.34% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Oribel Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
38,500
shares
|
$10.3 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
38,486
shares
|
$10.3 Million
3.3% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
38,467
shares
|
$10.3 Million
3.11% of portfolio
|
Q4 2025
Reduced 3.48%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
38,455
shares
|
$10.3 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
38,426
shares
|
$10.3 Million
4.6% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
38,362
shares
|
$10.3 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
38,343
shares
|
$10.3 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
38,322
shares
|
$10.2 Million
2.68% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 08, 2026 Q4 2025 |
38,319
shares
|
$10.2 Million
5.9% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
38,307
shares
|
$10.2 Million
3.98% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
38,206
shares
|
$10.2 Million
5.55% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
38,180
shares
|
$10.2 Million
3.34% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
38,166
shares
|
$10.2 Million
1.56% of portfolio
|
Q4 2025
Added 2.39%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
38,161
shares
|
$10.2 Million
5.03% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
38,151
shares
|
$10.2 Million
4.13% of portfolio
|
Q3 2025
Reduced 3.35%
|
|