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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
13,417
shares
|
$3.59 Million
0.85% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
13,405
shares
|
$3.59 Million
8.65% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
13,400
shares
|
$3.58 Million
0.9% of portfolio
|
Q3 2025
Added 282.86%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
13,400
shares
|
$3.58 Million
1.16% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
13,388
shares
|
$3.58 Million
0.82% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
13,382
shares
|
$3.58 Million
0.33% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
13,352
shares
|
$3.57 Million
2.47% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
13,348
shares
|
$3.57 Million
1.98% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
13,348
shares
|
$3.57 Million
0.28% of portfolio
|
Q3 2025
Reduced 81.25%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,335
shares
|
$3.57 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
13,328
shares
|
$3.56 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
13,327
shares
|
$3.56 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
13,316
shares
|
$3.56 Million
1.56% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
13,314
shares
|
$3.56 Million
2.19% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
13,304
shares
|
$3.56 Million
1.29% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
13,293
shares
|
$3.56 Million
1.3% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,289
shares
|
$3.55 Million
1.28% of portfolio
|
Q3 2022
Added 5.26%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
13,273
shares
|
$3.55 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
13,253
shares
|
$3.54 Million
1.11% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
13,250
shares
|
$3.54 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
13,238
shares
|
$3.54 Million
2.62% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
13,237
shares
|
$3.54 Million
2.88% of portfolio
|
Q4 2025
Reduced 9.62%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
13,201
shares
|
$3.53 Million
0.59% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
13,199
shares
|
$3.53 Million
3.22% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
13,182
shares
|
$3.53 Million
2.44% of portfolio
|
Q3 2025
Added 2.67%
|
|