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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
16,276
shares
|
$4.35 Million
0.9% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
16,269
shares
|
$4.35 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
16,264
shares
|
$4.35 Million
1.06% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
16,264
shares
|
$4.35 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
16,243
shares
|
$4.34 Million
1.34% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
16,231
shares
|
$4.34 Million
1.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
16,221
shares
|
$4.34 Million
0.83% of portfolio
|
Q3 2025
Added 27.92%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
16,218
shares
|
$4.34 Million
2.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
16,218
shares
|
$4.34 Million
3.38% of portfolio
|
Q4 2025
Added 7.47%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
16,216
shares
|
$4.34 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
16,214
shares
|
$4.34 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
16,196
shares
|
$4.33 Million
2.25% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
16,192
shares
|
$4.33 Million
0.88% of portfolio
|
Q3 2025
Added 71.04%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
16,182
shares
|
$4.33 Million
2.09% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
16,167
shares
|
$4.32 Million
1.66% of portfolio
|
Q4 2023
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,157
shares
|
$4.32 Million
1.24% of portfolio
|
Q1 2023
Reduced 9.41%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
16,149
shares
|
$4.32 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
16,148
shares
|
$4.32 Million
0.78% of portfolio
|
Q4 2025
Reduced 9.26%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
16,146
shares
|
$4.32 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
16,106
shares
|
$4.31 Million
3.31% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
16,105
shares
|
$4.31 Million
1.89% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
16,093
shares
|
$4.3 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
16,093
shares
|
$4.3 Million
2.9% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
16,057
shares
|
$4.29 Million
1.26% of portfolio
|
Q2 2025
Added 31.12%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
16,000
shares
|
$4.28 Million
0.77% of portfolio
|
Q3 2025
Reduced 38.46%
|
|