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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
9,383
shares
|
$2.51 Million
1.35% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,379
shares
|
$2.51 Million
0.58% of portfolio
|
Q2 2025
Added 11479.01%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
9,375
shares
|
$2.51 Million
0.4% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
9,339
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2025 Q3 2025 |
9,326
shares
|
$2.49 Million
0.42% of portfolio
|
Q2 2025
Reduced 90.79%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,325
shares
|
$2.49 Million
0.47% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
9,323
shares
|
$2.49 Million
1.22% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
9,321
shares
|
$2.49 Million
1.34% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
9,318
shares
|
$2.49 Million
0.59% of portfolio
|
Q3 2025
Added 54.63%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
9,300
shares
|
$2.49 Million
0.92% of portfolio
|
Q4 2025
Added 18.7%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
9,300
shares
|
$2.49 Million
0.95% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
9,271
shares
|
$2.48 Million
1.15% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
9,269
shares
|
$2.48 Million
1.87% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,268
shares
|
$2.48 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
9,250
shares
|
$2.47 Million
1.06% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
9,246
shares
|
$2.47 Million
1.76% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
9,234
shares
|
$2.47 Million
1.38% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
9,232
shares
|
$2.47 Million
1.21% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,227
shares
|
$2.47 Million
1.53% of portfolio
|
Q4 2022
Reduced 13.09%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
9,226
shares
|
$2.47 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,219
shares
|
$2.47 Million
1.08% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
9,216
shares
|
$2.46 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,184
shares
|
$2.46 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
9,178
shares
|
$2.45 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
9,175
shares
|
$2.45 Million
0.98% of portfolio
|
Q3 2025
Added 4.1%
|
|