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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
14,939
shares
|
$4 Million
3.28% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
14,937
shares
|
$4 Million
2.25% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
14,917
shares
|
$3.99 Million
1.14% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
14,908
shares
|
$3.99 Million
1.9% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
14,900
shares
|
$3.99 Million
1.21% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
14,887
shares
|
$3.98 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
14,877
shares
|
$3.98 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,866
shares
|
$3.98 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
14,837
shares
|
$3.97 Million
1.74% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
14,827
shares
|
$3.97 Million
6.48% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
14,818
shares
|
$3.96 Million
0.1% of portfolio
|
Q3 2025
Reduced 40.73%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
14,794
shares
|
$3.96 Million
1.57% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
14,776
shares
|
$3.95 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
14,756
shares
|
$3.95 Million
5.07% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
14,746
shares
|
$3.94 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
14,742
shares
|
$3.94 Million
1.77% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,741
shares
|
$3.94 Million
2.82% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,738
shares
|
$3.94 Million
1.93% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
14,738
shares
|
$3.94 Million
1.65% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
14,737
shares
|
$3.94 Million
2.17% of portfolio
|
Q3 2025
Added 75.19%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
14,725
shares
|
$3.94 Million
2.61% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
14,718
shares
|
$3.94 Million
2.47% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
14,718
shares
|
$3.94 Million
2.45% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
14,708
shares
|
$3.93 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
14,704
shares
|
$3.93 Million
0.77% of portfolio
|
Q3 2025
Added 13.82%
|
|