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 |
|---|---|---|---|---|---|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
11,123
shares
|
$2.97 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
11,123
shares
|
$2.97 Million
2.55% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
11,122
shares
|
$2.97 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
11,100
shares
|
$2.97 Million
1.36% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
11,092
shares
|
$2.97 Million
2.19% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
11,087
shares
|
$2.97 Million
0.75% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
11,082
shares
|
$2.96 Million
2.35% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
11,079
shares
|
$2.96 Million
1.41% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Edentree Asset Management LTD
London, X0 |
Nov 10, 2025 Q3 2025 |
11,078
shares
|
$2.96 Million
0.68% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
11,068
shares
|
$2.96 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
11,064
shares
|
$2.96 Million
4.9% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
11,063
shares
|
$2.96 Million
1.08% of portfolio
|
Q4 2025
Added 7.31%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
11,055
shares
|
$2.96 Million
1.53% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
11,051
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
11,047
shares
|
$2.95 Million
1.5% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,035
shares
|
$2.95 Million
3.73% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
11,024
shares
|
$2.95 Million
0.77% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
11,015
shares
|
$2.95 Million
1.25% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
11,002
shares
|
$2.94 Million
0.67% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
10,974
shares
|
$2.94 Million
1.78% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
10,972
shares
|
$2.93 Million
0.61% of portfolio
|
Q3 2025
Reduced 31.93%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
10,958
shares
|
$2.93 Million
0.84% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
10,953
shares
|
$2.93 Million
0.85% of portfolio
|
Q4 2025
Added 23.65%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,944
shares
|
$2.93 Million
1.61% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
10,922
shares
|
$2.92 Million
0.44% of portfolio
|
Q3 2025
Added 0.16%
|
|