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 |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,837
shares
|
$1.83 Million
0.5% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Jan 12, 2026 Q4 2025 |
6,833
shares
|
$1.83 Million
1.27% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
6,829
shares
|
$1.83 Million
0.59% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
6,811
shares
|
$1.82 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
6,791
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
6,780
shares
|
$1.81 Million
1.02% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
6,774
shares
|
$1.81 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
6,774
shares
|
$1.81 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
6,774
shares
|
$1.81 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
6,765
shares
|
$1.81 Million
1.37% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
6,760
shares
|
$1.81 Million
1.37% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
6,740
shares
|
$1.8 Million
1.12% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
6,733
shares
|
$1.8 Million
1.47% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
6,723
shares
|
$1.8 Million
2.01% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
6,711
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
6,703
shares
|
$1.79 Million
0.61% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
6,696
shares
|
$1.79 Million
1.27% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,692
shares
|
$1.79 Million
3.47% of portfolio
|
Q3 2025
Reduced 39.17%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
6,684
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
6,664
shares
|
$1.78 Million
3.02% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
6,663
shares
|
$1.78 Million
0.34% of portfolio
|
Q4 2025
Reduced 13.21%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
6,656
shares
|
$1.78 Million
0.82% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
6,650
shares
|
$1.78 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
6,649
shares
|
$1.78 Million
1.21% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
6,649
shares
|
$1.78 Million
1.12% of portfolio
|
Q3 2025
Added 6.4%
|
|