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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
8,446
shares
|
$2.26 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
8,424
shares
|
$2.25 Million
1.21% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
8,413
shares
|
$2.25 Million
1.41% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
8,412
shares
|
$2.25 Million
1.99% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,408
shares
|
$2.25 Million
0.99% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
8,405
shares
|
$2.25 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
8,370
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2025
Reduced 54.85%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
8,358
shares
|
$2.24 Million
1.5% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
8,348
shares
|
$2.23 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
8,343
shares
|
$2.23 Million
0.73% of portfolio
|
Q3 2025
Reduced 96.98%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
8,341
shares
|
$2.23 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
8,339
shares
|
$2.23 Million
1.19% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
8,318
shares
|
$2.22 Million
2.19% of portfolio
|
Q4 2025
Added 16.48%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
8,317
shares
|
$2.22 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
8,314
shares
|
$2.22 Million
0.78% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
8,314
shares
|
$2.22 Million
2.22% of portfolio
|
Q4 2025
Reduced 4.49%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,313
shares
|
$2.22 Million
1.47% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
8,304
shares
|
$2.22 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
8,304
shares
|
$2.22 Million
0.69% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
8,297
shares
|
$2.22 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
8,295
shares
|
$2.22 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
8,295
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
8,292
shares
|
$2.22 Million
0.66% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
8,290
shares
|
$2.22 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
8,280
shares
|
$2.21 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.12%
|
|