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 |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
12,386
shares
|
$3.31 Million
2.18% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
12,383
shares
|
$3.31 Million
2.38% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
12,377
shares
|
$3.31 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
12,374
shares
|
$3.31 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
12,364
shares
|
$3.31 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
12,337
shares
|
$3.3 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
12,335
shares
|
$3.3 Million
0.08% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,333
shares
|
$3.3 Million
1.84% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
12,326
shares
|
$3.3 Million
2.12% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
12,321
shares
|
$3.3 Million
0.95% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
12,304
shares
|
$3.29 Million
2.74% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
12,304
shares
|
$3.29 Million
1.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
12,295
shares
|
$3.29 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
12,289
shares
|
$3.29 Million
0.69% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
12,267
shares
|
$3.28 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
12,237
shares
|
$3.27 Million
0.11% of portfolio
|
Q4 2025
Reduced 8.77%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
12,237
shares
|
$3.27 Million
4.14% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
12,237
shares
|
$3.27 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
12,236
shares
|
$3.27 Million
1.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
12,224
shares
|
$3.27 Million
2.07% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
12,212
shares
|
$3.27 Million
0.85% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
12,196
shares
|
$3.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
12,196
shares
|
$3.26 Million
2.73% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
12,191
shares
|
$3.26 Million
1.07% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
12,179
shares
|
$3.26 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.85%
|
|