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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,146
shares
|
$10.2 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
38,145
shares
|
$10.2 Million
6.29% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
38,105
shares
|
$10.2 Million
1.31% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
38,085
shares
|
$10.2 Million
3.05% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
38,070
shares
|
$10.2 Million
3.13% of portfolio
|
Q3 2025
Added 35.59%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
38,007
shares
|
$10.2 Million
3.96% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
37,995
shares
|
$10.2 Million
7.65% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
37,982
shares
|
$10.2 Million
2.59% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37,950
shares
|
$10.2 Million
3.32% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
37,939
shares
|
$10.1 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
37,877
shares
|
$10.1 Million
2.23% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
37,833
shares
|
$10.1 Million
1.96% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
37,797
shares
|
$10.1 Million
5.87% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Palmer Knight CO
|
Nov 04, 2025 Q3 2025 |
37,779
shares
|
$10.1 Million
4.55% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
37,767
shares
|
$10.1 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
37,756
shares
|
$10.1 Million
6.04% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
37,753
shares
|
$10.1 Million
3.72% of portfolio
|
Q4 2025
Reduced 9.71%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2025 Q3 2025 |
37,745
shares
|
$10.1 Million
11.05% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
37,739
shares
|
$10.1 Million
4.38% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
37,734
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
37,727
shares
|
$10.1 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
37,722
shares
|
$10.1 Million
4.23% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
37,682
shares
|
$10.1 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
37,614
shares
|
$10.1 Million
1.32% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
37,588
shares
|
$10.1 Million
4.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|