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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,984
shares
|
$6.15 Million
1.47% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
22,973
shares
|
$6.14 Million
4.5% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
22,960
shares
|
$6.14 Million
3.75% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
22,944
shares
|
$6.14 Million
4.58% of portfolio
|
Q4 2022
Added 6.59%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
22,943
shares
|
$6.14 Million
0.69% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
22,941
shares
|
$6.14 Million
4.29% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
22,933
shares
|
$6.13 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
22,918
shares
|
$6.13 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
22,908
shares
|
$6.13 Million
2.78% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
22,885
shares
|
$6.12 Million
4.64% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
22,853
shares
|
$6.11 Million
1.09% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
22,827
shares
|
$6.11 Million
3.4% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
22,818
shares
|
$6.1 Million
2.71% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
22,810
shares
|
$6.1 Million
0.51% of portfolio
|
Q4 2024
Added 65.23%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
22,806
shares
|
$6.1 Million
1.28% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
22,746
shares
|
$6.08 Million
3.69% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
22,737
shares
|
$6.08 Million
2.87% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
22,713
shares
|
$6.07 Million
2.24% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
22,707
shares
|
$6.07 Million
3.24% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
22,684
shares
|
$6.07 Million
1.61% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
22,683
shares
|
$6.07 Million
2.26% of portfolio
|
Q4 2022
Reduced 2.16%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
22,674
shares
|
$6.06 Million
1.42% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
22,627
shares
|
$6.05 Million
3.78% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
22,619
shares
|
$6.05 Million
1.22% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
22,579
shares
|
$6.04 Million
2.01% of portfolio
|
Q3 2025
Added 0.99%
|
|