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 |
|---|---|---|---|---|---|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
5,601
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,596
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
5,591
shares
|
$1.5 Million
1.54% of portfolio
|
Q4 2025
Reduced 22.14%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
5,587
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
5,587
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
5,586
shares
|
$1.49 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
5,586
shares
|
$1.49 Million
1.34% of portfolio
|
Q4 2025
Added 13.72%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
5,584
shares
|
$1.49 Million
0.82% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
5,583
shares
|
$1.49 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
5,574
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
5,574
shares
|
$1.49 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
5,574
shares
|
$1.49 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,569
shares
|
$1.49 Million
0.78% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,552
shares
|
$1.48 Million
0.73% of portfolio
|
Q2 2023
Reduced 7.45%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
5,552
shares
|
$1.48 Million
1.03% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
5,530
shares
|
$1.48 Million
0.21% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
5,510
shares
|
$1.47 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
5,508
shares
|
$1.47 Million
1.26% of portfolio
|
Q4 2025
Reduced 2.94%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,500
shares
|
$1.47 Million
1.03% of portfolio
|
Q2 2023
Added 4.96%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
5,500
shares
|
$1.47 Million
0.37% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,467
shares
|
$1.46 Million
0.68% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 12, 2026 Q4 2025 |
5,447
shares
|
$1.46 Million
0.29% of portfolio
|
Q4 2025
Reduced 6.04%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,444
shares
|
$1.46 Million
0.61% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,434
shares
|
$1.45 Million
0.44% of portfolio
|
Q4 2025
Reduced 9.82%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
5,426
shares
|
$1.45 Million
1.07% of portfolio
|
Q4 2025
New holding
|
|