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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,454
shares
|
$4.13 Million
1.53% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,451
shares
|
$4.13 Million
0.97% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
15,451
shares
|
$4.13 Million
1.17% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
15,444
shares
|
$4.13 Million
1.23% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
15,433
shares
|
$4.13 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
15,429
shares
|
$4.13 Million
4.59% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
15,414
shares
|
$4.12 Million
1.48% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
15,413
shares
|
$4.12 Million
2.2% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
15,390
shares
|
$4.12 Million
2.41% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,383
shares
|
$4.11 Million
2.29% of portfolio
|
Q3 2025
Added 41.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
15,380
shares
|
$4.11 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
15,374
shares
|
$4.11 Million
3.26% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 13, 2026 Q4 2025 |
15,362
shares
|
$4.11 Million
2.37% of portfolio
|
Q4 2025
Reduced 3.61%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
15,355
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2025
Added 80.1%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
15,346
shares
|
$4.1 Million
0.96% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
15,313
shares
|
$4.1 Million
3.25% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
15,304
shares
|
$4.09 Million
1.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
15,268
shares
|
$4.08 Million
0.98% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
15,265
shares
|
$4.08 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Valueworks LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,223
shares
|
$4.07 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,218
shares
|
$4.07 Million
1.83% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
15,216
shares
|
$4.07 Million
3.09% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
15,190
shares
|
$4.06 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,189
shares
|
$4.06 Million
1.37% of portfolio
|
Q2 2024
Added 17.46%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
15,175
shares
|
$4.06 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.0%
|
|