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 |
|---|---|---|---|---|---|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
13,147
shares
|
$3.52 Million
1.5% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
13,130
shares
|
$3.51 Million
1.94% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
13,129
shares
|
$3.51 Million
1.86% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
13,126
shares
|
$3.51 Million
0.94% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,107
shares
|
$3.51 Million
3.21% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
13,080
shares
|
$3.5 Million
3.99% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
13,080
shares
|
$3.5 Million
0.48% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,077
shares
|
$3.5 Million
0.69% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
13,060
shares
|
$3.49 Million
3.57% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,057
shares
|
$3.49 Million
0.54% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
13,052
shares
|
$3.49 Million
2.4% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
13,042
shares
|
$3.49 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
13,037
shares
|
$3.49 Million
0.98% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
13,036
shares
|
$3.49 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
13,032
shares
|
$3.49 Million
0.67% of portfolio
|
Q3 2025
Reduced 33.67%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
13,027
shares
|
$3.48 Million
0.37% of portfolio
|
Q1 2024
Added 125.58%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
13,027
shares
|
$3.48 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Nov 12, 2025 Q3 2025 |
13,017
shares
|
$3.48 Million
10.82% of portfolio
|
Q3 2025
Reduced 67.26%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
13,004
shares
|
$3.48 Million
2.18% of portfolio
|
Q3 2025
Reduced 20.86%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,972
shares
|
$3.47 Million
5.95% of portfolio
|
Q3 2025
Reduced 40.59%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
12,968
shares
|
$3.47 Million
1.03% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
12,961
shares
|
$3.47 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
12,959
shares
|
$3.47 Million
1.24% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
12,942
shares
|
$3.46 Million
3.24% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
12,939
shares
|
$3.46 Million
2.34% of portfolio
|
Q4 2025
Added 255.08%
|
|