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 |
|---|---|---|---|---|---|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
7,500
shares
|
$2.01 Million
1.64% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
7,500
shares
|
$2.01 Million
32.56% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
7,475
shares
|
$2 Million
1.32% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
7,467
shares
|
$2 Million
0.89% of portfolio
|
Q3 2025
Reduced 76.5%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,466
shares
|
$2 Million
19.79% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
7,455
shares
|
$1.99 Million
0.27% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,427
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
7,424
shares
|
$1.99 Million
0.41% of portfolio
|
Q4 2025
Added 7.77%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
7,419
shares
|
$1.98 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,415
shares
|
$1.98 Million
1.85% of portfolio
|
Q1 2024
Added 5.25%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
7,407
shares
|
$1.98 Million
0.45% of portfolio
|
Q4 2025
Reduced 10.6%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
7,392
shares
|
$1.98 Million
0.38% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
7,383
shares
|
$1.97 Million
1.35% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,362
shares
|
$1.97 Million
0.51% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
7,349
shares
|
$1.97 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
7,347
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
7,344
shares
|
$1.96 Million
0.55% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
7,340
shares
|
$1.96 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
7,340
shares
|
$1.96 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
7,337
shares
|
$1.96 Million
1.3% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,327
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Reduced 90.33%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
7,313
shares
|
$1.96 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
7,260
shares
|
$1.94 Million
0.79% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
7,250
shares
|
$1.94 Million
2.51% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,234
shares
|
$1.93 Million
1.02% of portfolio
|
Q3 2025
Reduced 6.36%
|
|