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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
6,404
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.71 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
6,387
shares
|
$1.71 Million
0.88% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
6,379
shares
|
$1.71 Million
0.77% of portfolio
|
Q3 2025
Reduced 19.95%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.7 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
6,351
shares
|
$1.7 Million
0.92% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
6,340
shares
|
$1.7 Million
0.87% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.69 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6,325
shares
|
$1.69 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
6,321
shares
|
$1.69 Million
1.34% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
6,304
shares
|
$1.69 Million
0.29% of portfolio
|
Q4 2025
Reduced 13.62%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
6,300
shares
|
$1.68 Million
0.53% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,296
shares
|
$1.68 Million
1.41% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6,279
shares
|
$1.68 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
6,275
shares
|
$1.68 Million
0.97% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
6,270
shares
|
$1.68 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
6,248
shares
|
$1.67 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
6,247
shares
|
$1.67 Million
1.51% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
6,238
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
6,236
shares
|
$1.67 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
6,212
shares
|
$1.66 Million
2.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,207
shares
|
$1.66 Million
0.95% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
6,202
shares
|
$1.66 Million
0.68% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
6,196
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
6,194
shares
|
$1.66 Million
0.83% of portfolio
|
Q4 2025
Reduced 63.92%
|
|