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 |
|---|---|---|---|---|---|
|
Bck Capital Management LP
Stamford, CT |
Nov 07, 2025 Q3 2025 |
7,213
shares
|
$1.93 Million
2.28% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,210
shares
|
$1.93 Million
0.8% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
7,187
shares
|
$1.92 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
7,187
shares
|
$1.92 Million
0.79% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
7,181
shares
|
$1.92 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
7,164
shares
|
$1.92 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
7,159
shares
|
$1.91 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
7,159
shares
|
$1.91 Million
1.87% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,156
shares
|
$1.91 Million
0.86% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
7,149
shares
|
$1.91 Million
1.18% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
7,129
shares
|
$1.91 Million
2.11% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
7,119
shares
|
$1.9 Million
0.8% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Jan 07, 2026 Q4 2025 |
7,118
shares
|
$1.9 Million
1.83% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,112
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,107
shares
|
$1.9 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
7,105
shares
|
$1.9 Million
0.47% of portfolio
|
Q3 2025
Added 51.11%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$1.9 Million
0.6% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,095
shares
|
$1.9 Million
1.02% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,090
shares
|
$1.9 Million
0.93% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,083
shares
|
$1.89 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,081
shares
|
$1.89 Million
3.47% of portfolio
|
Q3 2025
Added 408.33%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
7,078
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
7,069
shares
|
$1.89 Million
0.31% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
7,047
shares
|
$1.88 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
7,035
shares
|
$1.88 Million
1.1% of portfolio
|
Q4 2025
Added 0.1%
|
|