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 |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,303
shares
|
$1.42 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,289
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.41 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
5,267
shares
|
$1.41 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
5,266
shares
|
$1.41 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
5,252
shares
|
$1.4 Million
0.55% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
5,236
shares
|
$1.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
5,229
shares
|
$1.4 Million
19.1% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
5,200
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
5,200
shares
|
$1.39 Million
0.95% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,166
shares
|
$1.38 Million
0.91% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
5,161
shares
|
$1.38 Million
0.85% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
5,151
shares
|
$1.38 Million
0.51% of portfolio
|
Q4 2025
Reduced 6.52%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
5,141
shares
|
$1.38 Million
1.95% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
5,132
shares
|
$1.37 Million
1.86% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
5,127
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
5,118
shares
|
$1.37 Million
0.88% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
5,110
shares
|
$1.37 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
5,108
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
5,103
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,100
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
5,096
shares
|
$1.36 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,075
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
5,073
shares
|
$1.36 Million
0.58% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
5,067
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2023
Reduced 13.64%
|
|