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 |
|---|---|---|---|---|---|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
30,480
shares
|
$8.15 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
30,461
shares
|
$8.15 Million
2.93% of portfolio
|
Q4 2025
Reduced 7.82%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
30,432
shares
|
$8.14 Million
3.52% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
30,413
shares
|
$8.13 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
30,367
shares
|
$8.12 Million
6.51% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
30,257
shares
|
$8.09 Million
1.57% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
30,252
shares
|
$8.09 Million
1.27% of portfolio
|
Q4 2025
Added 47.6%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
30,231
shares
|
$8.09 Million
5.57% of portfolio
|
Q4 2024
Added 45.37%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
30,216
shares
|
$8.08 Million
4.62% of portfolio
|
Q3 2025
Added 63.38%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
30,132
shares
|
$8.06 Million
1.39% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
30,131
shares
|
$8.06 Million
3.29% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
30,127
shares
|
$8.06 Million
4.55% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
30,094
shares
|
$8.05 Million
2.11% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
30,063
shares
|
$8.04 Million
3.43% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
30,056
shares
|
$8.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
30,037
shares
|
$8.03 Million
2.63% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
30,022
shares
|
$8.03 Million
4.99% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
30,012
shares
|
$8.03 Million
4.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
30,002
shares
|
$8.02 Million
3.67% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
29,994
shares
|
$8.02 Million
2.44% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
29,989
shares
|
$8.02 Million
1.72% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
29,977
shares
|
$8.02 Million
2.32% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
29,959
shares
|
$8.01 Million
4.43% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
29,956
shares
|
$8.01 Million
2.71% of portfolio
|
Q4 2025
Reduced 15.19%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
29,947
shares
|
$8.01 Million
4.8% of portfolio
|
Q4 2025
Reduced 1.06%
|
|