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 |
|---|---|---|---|---|---|
|
White Wing Wealth Management
The Wodlands, TX |
Jan 15, 2026 Q4 2025 |
8,059
shares
|
$2.16 Million
1.33% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
8,039
shares
|
$2.15 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
8,039
shares
|
$2.15 Million
0.99% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
8,036
shares
|
$2.15 Million
1.98% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
8,000
shares
|
$2.14 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 13, 2025 Q3 2025 |
7,966
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
7,954
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
7,944
shares
|
$2.12 Million
0.75% of portfolio
|
Q3 2025
Reduced 49.14%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 15, 2026 Q4 2025 |
7,911
shares
|
$2.12 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
7,909
shares
|
$2.12 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
7,907
shares
|
$2.11 Million
2.08% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Capital Management Associates
New York, NY |
Nov 05, 2025 Q3 2025 |
7,900
shares
|
$2.11 Million
3.47% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Nokomis Capital, L.L.C.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,900
shares
|
$2.11 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,893
shares
|
$2.11 Million
0.05% of portfolio
|
Q4 2025
Added 9.14%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
7,890
shares
|
$2.11 Million
2.11% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
7,886
shares
|
$2.11 Million
1.39% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
7,868
shares
|
$2.1 Million
1.21% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
7,845
shares
|
$2.1 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
7,842
shares
|
$2.1 Million
0.87% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
7,842
shares
|
$2.1 Million
3.38% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
7,841
shares
|
$2.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
7,827
shares
|
$2.09 Million
0.67% of portfolio
|
Q1 2022
Reduced 0.57%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,805
shares
|
$2.09 Million
0.73% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
7,805
shares
|
$2.09 Million
0.33% of portfolio
|
Q4 2025
Added 57.84%
|
|