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 |
|---|---|---|---|---|---|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
9,168
shares
|
$2.45 Million
2.4% of portfolio
|
Q4 2025
Added 93.95%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
9,146
shares
|
$2.45 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,144
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
9,141
shares
|
$2.44 Million
1.78% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,133
shares
|
$2.44 Million
1.5% of portfolio
|
Q3 2025
Reduced 25.9%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
9,101
shares
|
$2.43 Million
1.09% of portfolio
|
Q4 2025
Added 146.37%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
9,100
shares
|
$2.43 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
9,099
shares
|
$2.43 Million
1.32% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
9,092
shares
|
$2.43 Million
1.54% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,069
shares
|
$2.43 Million
0.77% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
9,051
shares
|
$2.42 Million
1.34% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,030
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
9,027
shares
|
$2.41 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
9,024
shares
|
$2.41 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
9,020
shares
|
$2.41 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
9,017
shares
|
$2.41 Million
1.14% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
9,010
shares
|
$2.41 Million
1.47% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
9,006
shares
|
$2.41 Million
1.05% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
9,003
shares
|
$2.41 Million
1.52% of portfolio
|
Q3 2025
Reduced 51.8%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
9,002
shares
|
$2.41 Million
0.5% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
8,997
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,986
shares
|
$2.4 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
8,983
shares
|
$2.4 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
8,978
shares
|
$2.4 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
8,975
shares
|
$2.4 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.51%
|
|