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 |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
8,962
shares
|
$2.4 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
8,954
shares
|
$2.39 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,953
shares
|
$2.39 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
8,937
shares
|
$2.39 Million
1.07% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
8,920
shares
|
$2.39 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
8,920
shares
|
$2.39 Million
2.71% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
8,912
shares
|
$2.38 Million
0.84% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
8,901
shares
|
$2.38 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
8,871
shares
|
$2.37 Million
1.44% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,863
shares
|
$2.37 Million
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
8,848
shares
|
$2.37 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
8,800
shares
|
$2.35 Million
0.98% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
8,789
shares
|
$2.35 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,788
shares
|
$2.35 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
8,770
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
8,754
shares
|
$2.34 Million
0.95% of portfolio
|
Q4 2025
Added 5.22%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
8,707
shares
|
$2.33 Million
0.4% of portfolio
|
Q4 2025
Reduced 8.49%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
8,702
shares
|
$2.33 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,669
shares
|
$2.32 Million
0.66% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Gunderson Capital Management Inc.
|
Jan 15, 2026 Q4 2025 |
8,664
shares
|
$2.32 Million
1.21% of portfolio
|
Q4 2025
Added 56.56%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
8,652
shares
|
$2.31 Million
1.4% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
8,640
shares
|
$2.31 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
8,638
shares
|
$2.31 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
8,635
shares
|
$2.31 Million
0.93% of portfolio
|
Q2 2025
Added 77.53%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$2.3 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|