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 |
|---|---|---|---|---|---|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
11,713
shares
|
$3.13 Million
2.97% of portfolio
|
Q3 2025
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
11,652
shares
|
$3.12 Million
2.25% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
11,649
shares
|
$3.12 Million
0.77% of portfolio
|
Q4 2025
Reduced 7.55%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
11,639
shares
|
$3.11 Million
2.83% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
11,633
shares
|
$3.11 Million
1.53% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
11,600
shares
|
$3.1 Million
1.05% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
11,600
shares
|
$3.1 Million
2.1% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
11,600
shares
|
$3.1 Million
1.87% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
11,593
shares
|
$3.1 Million
1.42% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
11,593
shares
|
$3.1 Million
2.64% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
11,563
shares
|
$3.09 Million
2.26% of portfolio
|
Q4 2025
Reduced 8.72%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
11,523
shares
|
$3.08 Million
2.21% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
11,515
shares
|
$3.08 Million
1.16% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
11,505
shares
|
$3.08 Million
9.88% of portfolio
|
Q3 2022
Reduced 87.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,486
shares
|
$3.07 Million
0.62% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
11,475
shares
|
$3.07 Million
1.86% of portfolio
|
Q3 2025
Reduced 62.11%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
11,474
shares
|
$3.07 Million
1.14% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
11,454
shares
|
$3.06 Million
1.76% of portfolio
|
Q4 2025
Reduced 21.95%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
11,434
shares
|
$3.06 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
11,427
shares
|
$3.06 Million
0.52% of portfolio
|
Q4 2025
Added 18.66%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
11,411
shares
|
$3.05 Million
1.29% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
11,406
shares
|
$3.05 Million
1.43% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
11,403
shares
|
$3.05 Million
1.7% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
11,398
shares
|
$3.05 Million
1.51% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
11,394
shares
|
$3.05 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.8%
|
|