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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
7,028
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
7,024
shares
|
$1.88 Million
0.78% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
7,009
shares
|
$1.87 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,000
shares
|
$1.87 Million
0.34% of portfolio
|
Q3 2023
Reduced 58.72%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
6,996
shares
|
$1.87 Million
0.97% of portfolio
|
Q3 2025
Reduced 35.46%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,980
shares
|
$1.87 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
6,972
shares
|
$1.86 Million
1.13% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
6,967
shares
|
$1.86 Million
0.5% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
6,950
shares
|
$1.86 Million
0.94% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
6,948
shares
|
$1.86 Million
1.43% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
6,945
shares
|
$1.86 Million
1.06% of portfolio
|
Q4 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
6,926
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
6,913
shares
|
$1.85 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
6,912
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
6,910
shares
|
$1.85 Million
0.6% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
6,903
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,884
shares
|
$1.84 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
6,882
shares
|
$1.84 Million
0.81% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,880
shares
|
$1.84 Million
0.46% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
6,865
shares
|
$1.84 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 24, 2025 Q3 2025 |
6,860
shares
|
$1.83 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
6,849
shares
|
$1.83 Million
1.0% of portfolio
|
Q3 2025
Added 11.17%
|
|