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 |
|---|---|---|---|---|---|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
5,416
shares
|
$1.45 Million
0.64% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
5,413
shares
|
$1.45 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
5,410
shares
|
$1.45 Million
0.74% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
5,402
shares
|
$1.44 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
5,400
shares
|
$1.44 Million
1.22% of portfolio
|
Q3 2025
Added 104.16%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
5,399
shares
|
$1.44 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
5,398
shares
|
$1.44 Million
1.21% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
5,393
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
5,390
shares
|
$1.44 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
5,378
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
5,377
shares
|
$1.44 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
5,370
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
5,368
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
5,367
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2025
Added 631.2%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
5,367
shares
|
$1.44 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
5,362
shares
|
$1.43 Million
1.09% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
5,358
shares
|
$1.43 Million
1.0% of portfolio
|
Q4 2025
Reduced 5.98%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
5,357
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
5,355
shares
|
$1.43 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,352
shares
|
$1.43 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
5,349
shares
|
$1.43 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 08, 2026 Q4 2025 |
5,346
shares
|
$1.43 Million
0.89% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
5,335
shares
|
$1.43 Million
0.92% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
5,333
shares
|
$1.43 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Jan 15, 2026 Q4 2025 |
5,332
shares
|
$1.43 Million
0.4% of portfolio
|
Q4 2025
Reduced 18.67%
|
|