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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
5,808
shares
|
$1.55 Million
0.21% of portfolio
|
Q4 2025
Added 15.72%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,798
shares
|
$1.55 Million
0.53% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
5,797
shares
|
$1.55 Million
1.24% of portfolio
|
Q3 2025
Added 23.6%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
5,792
shares
|
$1.55 Million
0.66% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
5,769
shares
|
$1.54 Million
0.14% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
5,769
shares
|
$1.54 Million
0.81% of portfolio
|
Q3 2025
Added 687.04%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
5,768
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Added 201.36%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,767
shares
|
$1.54 Million
2.12% of portfolio
|
Q3 2023
Reduced 9.34%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
5,762
shares
|
$1.54 Million
1.61% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
5,757
shares
|
$1.54 Million
0.6% of portfolio
|
Q4 2025
Reduced 4.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
5,757
shares
|
$1.54 Million
0.61% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
5,745
shares
|
$1.54 Million
0.46% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
5,724
shares
|
$1.53 Million
0.75% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
5,723
shares
|
$1.53 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,718
shares
|
$1.53 Million
1.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,717
shares
|
$1.53 Million
0.64% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
5,700
shares
|
$1.52 Million
2.67% of portfolio
|
Q3 2022
Reduced 17.39%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
5,699
shares
|
$1.52 Million
0.88% of portfolio
|
Q4 2025
Added 71.92%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
5,692
shares
|
$1.52 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
5,678
shares
|
$1.52 Million
0.5% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
5,669
shares
|
$1.52 Million
0.73% of portfolio
|
Q4 2025
Added 43.3%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
5,635
shares
|
$1.51 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
5,634
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
5,628
shares
|
$1.51 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,624
shares
|
$1.5 Million
1.0% of portfolio
|
Q3 2025
Added 0.12%
|
|