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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,648
shares
|
$1.78 Million
0.82% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
6,643
shares
|
$1.78 Million
1.07% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,636
shares
|
$1.77 Million
0.65% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
6,630
shares
|
$1.77 Million
1.02% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
6,626
shares
|
$1.77 Million
0.41% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
6,613
shares
|
$1.77 Million
1.09% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
6,595
shares
|
$1.76 Million
0.91% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
6,551
shares
|
$1.75 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
6,533
shares
|
$1.75 Million
0.87% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
6,528
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
6,527
shares
|
$1.75 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Connective Portfolio Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,520
shares
|
$1.74 Million
3.49% of portfolio
|
Q3 2025
New holding
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
6,516
shares
|
$1.74 Million
0.89% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
6,516
shares
|
$1.74 Million
0.99% of portfolio
|
Q4 2025
Added 22.64%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
6,515
shares
|
$1.74 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
6,495
shares
|
$1.74 Million
0.74% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
6,493
shares
|
$1.74 Million
1.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
6,490
shares
|
$1.74 Million
0.75% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,467
shares
|
$1.73 Million
3.29% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,464
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2025
Reduced 45.83%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
6,458
shares
|
$1.73 Million
0.8% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
6,457
shares
|
$1.73 Million
5.26% of portfolio
|
Q3 2025
Reduced 92.03%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.72 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$1.72 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.71 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|