Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,584 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 |
|---|---|---|---|---|---|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,003
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
6,001
shares
|
$1.61 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$1.6 Million
1.11% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
6,000
shares
|
$1.6 Million
0.81% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
5,996
shares
|
$1.6 Million
0.69% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
5,982
shares
|
$1.6 Million
1.27% of portfolio
|
Q3 2025
Added 22.68%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
5,970
shares
|
$1.6 Million
1.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5,964
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
5,933
shares
|
$1.59 Million
1.14% of portfolio
|
Q3 2025
Added 268.74%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,932
shares
|
$1.59 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,928
shares
|
$1.59 Million
0.48% of portfolio
|
Q1 2024
Reduced 36.51%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,906
shares
|
$1.58 Million
0.38% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
5,906
shares
|
$1.58 Million
0.29% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,888
shares
|
$1.57 Million
1.94% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
5,881
shares
|
$1.57 Million
1.46% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
5,869
shares
|
$1.57 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,861
shares
|
$1.57 Million
1.17% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
5,850
shares
|
$1.56 Million
2.91% of portfolio
|
Q3 2025
Reduced 46.87%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
5,849
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 99.57%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
5,846
shares
|
$1.56 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,838
shares
|
$1.56 Million
0.84% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
5,836
shares
|
$1.56 Million
0.81% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
5,816
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
5,815
shares
|
$1.56 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
5,815
shares
|
$1.56 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.34%
|
|