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 |
|---|---|---|---|---|---|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
10,035
shares
|
$2.68 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
10,018
shares
|
$2.68 Million
1.96% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
10,017
shares
|
$2.68 Million
0.59% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
10,007
shares
|
$2.68 Million
1.5% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$2.67 Million
2.56% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,991
shares
|
$2.67 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
9,991
shares
|
$2.67 Million
1.96% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
9,984
shares
|
$2.67 Million
0.53% of portfolio
|
Q3 2025
Added 26.65%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
9,974
shares
|
$2.67 Million
0.75% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
9,973
shares
|
$2.67 Million
1.41% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
9,968
shares
|
$2.67 Million
0.74% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
9,957
shares
|
$2.66 Million
5.49% of portfolio
|
Q3 2025
Reduced 87.83%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
9,954
shares
|
$2.66 Million
1.47% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
9,953
shares
|
$2.66 Million
1.74% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,948
shares
|
$2.66 Million
1.29% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
9,936
shares
|
$2.66 Million
1.5% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
9,931
shares
|
$2.66 Million
2.17% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
9,917
shares
|
$2.65 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
9,914
shares
|
$2.65 Million
0.83% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
9,910
shares
|
$2.65 Million
1.19% of portfolio
|
Q3 2025
Added 298.79%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
9,909
shares
|
$2.65 Million
0.36% of portfolio
|
Q4 2025
Reduced 39.43%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,905
shares
|
$2.65 Million
0.72% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
9,898
shares
|
$2.65 Million
1.71% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
9,871
shares
|
$2.64 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,865
shares
|
$2.64 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.35%
|
|