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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
7,785
shares
|
$2.08 Million
17.78% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
7,763
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
7,762
shares
|
$2.08 Million
1.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
7,762
shares
|
$2.08 Million
1.13% of portfolio
|
Q4 2025
Added 4.58%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
7,751
shares
|
$2.07 Million
1.32% of portfolio
|
Q4 2025
Reduced 14.46%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
7,746
shares
|
$2.07 Million
0.39% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
7,736
shares
|
$2.07 Million
1.53% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
7,716
shares
|
$2.06 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,696
shares
|
$2.06 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,671
shares
|
$2.05 Million
0.48% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
7,670
shares
|
$2.05 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
7,652
shares
|
$2.05 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
7,650
shares
|
$2.05 Million
2.83% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
7,637
shares
|
$2.04 Million
1.1% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
7,629
shares
|
$2.04 Million
0.79% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
7,627
shares
|
$2.04 Million
0.38% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
7,618
shares
|
$2.04 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
7,612
shares
|
$2.04 Million
1.87% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,611
shares
|
$2.04 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
7,607
shares
|
$2.03 Million
0.94% of portfolio
|
Q3 2025
Added 40.77%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
7,559
shares
|
$2.02 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
7,540
shares
|
$2.02 Million
0.23% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
7,531
shares
|
$2.01 Million
1.28% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
7,523
shares
|
$2.01 Million
0.83% of portfolio
|
Q3 2025
Reduced 4.25%
|
|