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 |
|---|---|---|---|---|---|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
17,567
shares
|
$4.7 Million
4.8% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
17,537
shares
|
$4.69 Million
2.47% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
17,529
shares
|
$4.69 Million
3.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
17,528
shares
|
$4.69 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
17,528
shares
|
$4.69 Million
1.66% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
17,523
shares
|
$4.69 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
17,516
shares
|
$4.68 Million
1.79% of portfolio
|
Q4 2025
Added 10.23%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
17,507
shares
|
$4.68 Million
0.94% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
17,484
shares
|
$4.68 Million
0.22% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,475
shares
|
$4.67 Million
2.43% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Ug Investment Advisers Ltd.
Taipei, F5 |
Oct 30, 2025 Q3 2025 |
17,474
shares
|
$4.67 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17,470
shares
|
$4.67 Million
4.18% of portfolio
|
Q3 2022
Reduced 0.64%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
17,458
shares
|
$4.67 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
17,454
shares
|
$4.67 Million
1.69% of portfolio
|
Q4 2025
Added 271.36%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
17,452
shares
|
$4.67 Million
2.57% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
17,446
shares
|
$4.67 Million
3.74% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
17,344
shares
|
$4.64 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
17,322
shares
|
$4.63 Million
6.68% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
17,318
shares
|
$4.63 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
17,312
shares
|
$4.63 Million
1.46% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
17,310
shares
|
$4.63 Million
2.19% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
17,285
shares
|
$4.62 Million
2.81% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
17,251
shares
|
$4.61 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
17,231
shares
|
$4.61 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
17,225
shares
|
$4.61 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.24%
|
|