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 |
|---|---|---|---|---|---|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
36,294
shares
|
$9.71 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
36,284
shares
|
$9.7 Million
11.58% of portfolio
|
Q4 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
36,260
shares
|
$9.7 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
36,240
shares
|
$9.69 Million
6.54% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
36,222
shares
|
$9.69 Million
2.47% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,184
shares
|
$9.68 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
36,146
shares
|
$9.67 Million
6.53% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
36,132
shares
|
$9.66 Million
6.12% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
36,123
shares
|
$9.66 Million
5.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
36,073
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
36,044
shares
|
$9.64 Million
3.32% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
36,027
shares
|
$9.64 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
36,002
shares
|
$9.63 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
36,001
shares
|
$9.63 Million
0.77% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
35,965
shares
|
$9.62 Million
1.71% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
35,962
shares
|
$9.62 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
35,960
shares
|
$9.62 Million
8.52% of portfolio
|
Q4 2025
Reduced 7.61%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
35,949
shares
|
$9.61 Million
3.6% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
35,940
shares
|
$9.61 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
35,887
shares
|
$9.6 Million
5.99% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
35,836
shares
|
$9.58 Million
3.16% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
35,809
shares
|
$9.58 Million
5.45% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
35,782
shares
|
$9.57 Million
2.06% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
35,718
shares
|
$9.55 Million
3.29% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
35,700
shares
|
$9.55 Million
2.05% of portfolio
|
Q1 2022
New holding
|
|