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 |
|---|---|---|---|---|---|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,670
shares
|
$4.46 Million
0.74% of portfolio
|
Q3 2025
Added 876.57%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
16,666
shares
|
$4.46 Million
1.7% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
16,652
shares
|
$4.45 Million
5.79% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
16,615
shares
|
$4.44 Million
2.05% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
16,598
shares
|
$4.44 Million
2.21% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
16,588
shares
|
$4.44 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
16,587
shares
|
$4.44 Million
1.01% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
16,586
shares
|
$4.44 Million
4.45% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
16,557
shares
|
$4.43 Million
1.06% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
16,545
shares
|
$4.43 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
16,529
shares
|
$4.42 Million
0.83% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
16,517
shares
|
$4.42 Million
2.1% of portfolio
|
Q2 2024
Reduced 10.09%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
16,503
shares
|
$4.41 Million
0.9% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
16,500
shares
|
$4.41 Million
3.05% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
16,496
shares
|
$4.41 Million
1.81% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
16,495
shares
|
$4.41 Million
3.25% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,488
shares
|
$4.41 Million
2.86% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
16,412
shares
|
$4.39 Million
0.57% of portfolio
|
Q4 2025
Reduced 11.26%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
16,401
shares
|
$4.39 Million
3.17% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
16,391
shares
|
$4.38 Million
2.25% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Sicart Associates LLC
|
Jan 14, 2026 Q4 2025 |
16,364
shares
|
$4.38 Million
1.26% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
16,358
shares
|
$4.38 Million
0.17% of portfolio
|
Q3 2025
Reduced 73.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
16,337
shares
|
$4.37 Million
0.96% of portfolio
|
Q4 2022
Added 32.66%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
16,315
shares
|
$4.36 Million
2.63% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
16,303
shares
|
$4.36 Million
1.23% of portfolio
|
Q3 2025
Added 0.11%
|
|