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 |
|---|---|---|---|---|---|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
15,174
shares
|
$4.06 Million
1.09% of portfolio
|
Q3 2025
Added 18.11%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,154
shares
|
$4.05 Million
4.27% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
15,151
shares
|
$4.05 Million
1.89% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,147
shares
|
$4.05 Million
1.79% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
15,145
shares
|
$4.05 Million
4.46% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Channing Global Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,140
shares
|
$4.05 Million
2.94% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
15,135
shares
|
$4.05 Million
1.49% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
15,128
shares
|
$4.05 Million
2.22% of portfolio
|
Q4 2025
Reduced 5.81%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
15,128
shares
|
$4.05 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
15,126
shares
|
$4.05 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
15,117
shares
|
$4.04 Million
2.05% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
15,097
shares
|
$4.04 Million
3.46% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
15,086
shares
|
$4.03 Million
2.27% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
15,069
shares
|
$4.03 Million
1.73% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
15,069
shares
|
$4.03 Million
2.45% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
15,069
shares
|
$4.03 Million
3.04% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
15,057
shares
|
$4.03 Million
0.8% of portfolio
|
Q3 2025
Reduced 68.66%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
15,042
shares
|
$4.02 Million
2.55% of portfolio
|
Q3 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
15,040
shares
|
$4.02 Million
2.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
15,038
shares
|
$4.02 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
14,999
shares
|
$4.01 Million
3.47% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
14,992
shares
|
$4.01 Million
1.76% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
14,985
shares
|
$4.01 Million
2.31% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
14,976
shares
|
$4.01 Million
1.43% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
14,959
shares
|
$4 Million
2.71% of portfolio
|
Q3 2025
Added 9.16%
|
|