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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
15,710
shares
|
$4.2 Million
1.7% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
15,691
shares
|
$4.2 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
15,682
shares
|
$4.19 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
15,629
shares
|
$4.18 Million
1.12% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
15,624
shares
|
$4.18 Million
0.59% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
15,609
shares
|
$4.17 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
15,594
shares
|
$4.17 Million
0.69% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
15,584
shares
|
$4.17 Million
0.64% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
15,580
shares
|
$4.17 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
15,578
shares
|
$4.17 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
15,577
shares
|
$4.17 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
15,574
shares
|
$4.17 Million
1.31% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
15,573
shares
|
$4.17 Million
1.69% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,560
shares
|
$4.16 Million
1.88% of portfolio
|
Q3 2025
Added 22.79%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
15,556
shares
|
$4.16 Million
2.75% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
15,547
shares
|
$4.16 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
15,544
shares
|
$4.16 Million
0.36% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
15,529
shares
|
$4.15 Million
1.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
15,519
shares
|
$4.15 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
15,506
shares
|
$4.15 Million
1.44% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
15,506
shares
|
$4.15 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
15,490
shares
|
$4.14 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
15,471
shares
|
$4.14 Million
0.89% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
15,468
shares
|
$4.14 Million
1.33% of portfolio
|
Q4 2025
Added 12.16%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
15,458
shares
|
$4.13 Million
4.06% of portfolio
|
Q3 2023
Reduced 1.72%
|
|