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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,210
shares
|
$2.73 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
10,203
shares
|
$2.73 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
10,201
shares
|
$2.73 Million
1.28% of portfolio
|
Q4 2025
Reduced 24.53%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
10,177
shares
|
$2.72 Million
1.86% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
10,173
shares
|
$2.72 Million
2.52% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
10,151
shares
|
$2.71 Million
2.89% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
10,127
shares
|
$2.71 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
10,110
shares
|
$2.7 Million
0.8% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
10,107
shares
|
$2.7 Million
0.81% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
10,106
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
10,106
shares
|
$2.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
10,106
shares
|
$2.7 Million
1.67% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
10,100
shares
|
$2.7 Million
1.45% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 10, 2025 Q3 2025 |
10,100
shares
|
$2.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 63.18%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
10,097
shares
|
$2.7 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,092
shares
|
$2.7 Million
0.37% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
10,080
shares
|
$2.7 Million
1.83% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
10,079
shares
|
$2.7 Million
0.82% of portfolio
|
Q4 2025
Added 9.1%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
10,075
shares
|
$2.69 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
10,067
shares
|
$2.69 Million
2.25% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
10,058
shares
|
$2.69 Million
3.32% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
10,057
shares
|
$2.69 Million
1.12% of portfolio
|
Q3 2025
Added 44.48%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
10,054
shares
|
$2.69 Million
1.66% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
10,046
shares
|
$2.69 Million
2.54% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,039
shares
|
$2.69 Million
3.9% of portfolio
|
Q3 2023
Added 1.3%
|
|