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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
13,984
shares
|
$3.74 Million
1.76% of portfolio
|
Q4 2022
Added 27.49%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
13,962
shares
|
$3.73 Million
1.09% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
13,943
shares
|
$3.73 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
13,929
shares
|
$3.73 Million
2.62% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
13,903
shares
|
$3.72 Million
2.74% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
13,883
shares
|
$3.71 Million
0.95% of portfolio
|
Q4 2022
Reduced 6.71%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
13,877
shares
|
$3.71 Million
1.84% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
13,858
shares
|
$3.71 Million
2.14% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
13,855
shares
|
$3.71 Million
0.84% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
13,853
shares
|
$3.71 Million
1.92% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
13,845
shares
|
$3.7 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
13,834
shares
|
$3.7 Million
2.43% of portfolio
|
Q3 2025
New holding
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
13,811
shares
|
$3.69 Million
0.62% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
13,810
shares
|
$3.69 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
13,786
shares
|
$3.69 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
13,783
shares
|
$3.69 Million
3.77% of portfolio
|
Q3 2023
Added 14.16%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
13,771
shares
|
$3.68 Million
2.43% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,758
shares
|
$3.68 Million
1.26% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
13,738
shares
|
$3.67 Million
1.47% of portfolio
|
Q4 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
13,696
shares
|
$3.66 Million
1.11% of portfolio
|
Q4 2025
Added 9.88%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
13,686
shares
|
$3.66 Million
3.55% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
13,676
shares
|
$3.66 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
13,663
shares
|
$3.65 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
13,654
shares
|
$3.65 Million
4.22% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
13,654
shares
|
$3.65 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.34%
|
|