Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,580 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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
866,440
shares
|
$232 Million
7.62% of portfolio
|
Q2 2024
Added 34.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
865,722
shares
|
$232 Million
7.84% of portfolio
|
Q4 2025
Added 9.64%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
865,337
shares
|
$231 Million
1.88% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
862,933
shares
|
$231 Million
7.7% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
860,996
shares
|
$230 Million
3.74% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
855,392
shares
|
$229 Million
6.22% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
852,751
shares
|
$228 Million
4.36% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
852,692
shares
|
$228 Million
7.85% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
850,706
shares
|
$228 Million
2.73% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
847,956
shares
|
$227 Million
4.85% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
844,540
shares
|
$226 Million
4.06% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
844,124
shares
|
$226 Million
3.88% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
839,520
shares
|
$225 Million
2.5% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
838,129
shares
|
$224 Million
5.81% of portfolio
|
Q3 2023
Added 6.55%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
833,809
shares
|
$223 Million
2.52% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
824,186
shares
|
$220 Million
1.18% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
823,406
shares
|
$220 Million
2.82% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 22, 2025 Q3 2025 |
822,900
shares
|
$220 Million
7.38% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
820,515
shares
|
$219 Million
5.04% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
819,084
shares
|
$219 Million
2.7% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
814,376
shares
|
$218 Million
4.12% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
813,960
shares
|
$218 Million
6.77% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
806,344
shares
|
$216 Million
4.72% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
805,806
shares
|
$216 Million
2.18% of portfolio
|
Q3 2025
Added 22.51%
|
|
|
Windward Capital Management CO
|
Oct 30, 2025 Q3 2025 |
805,194
shares
|
$215 Million
17.57% of portfolio
|
Q3 2025
Reduced 2.97%
|
|