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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
4,918
shares
|
$1.32 Million
0.92% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,907
shares
|
$1.31 Million
0.98% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.31 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
4,901
shares
|
$1.31 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
4,885
shares
|
$1.31 Million
0.69% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Albert D Mason Inc
|
Jan 13, 2026 Q4 2025 |
4,878
shares
|
$1.3 Million
1.07% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
4,876
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
4,872
shares
|
$1.3 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
4,862
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
4,858
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Oct 21, 2025 Q3 2025 |
4,858
shares
|
$1.3 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
4,854
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
4,850
shares
|
$1.3 Million
0.41% of portfolio
|
Q4 2025
Reduced 19.6%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
4,831
shares
|
$1.29 Million
0.55% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
4,814
shares
|
$1.29 Million
0.88% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
4,813
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
4,812
shares
|
$1.29 Million
2.64% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
4,803
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
4,801
shares
|
$1.28 Million
0.71% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
Reaves W H & CO Inc
|
Nov 06, 2025 Q3 2025 |
4,800
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jan 14, 2026 Q4 2025 |
4,798
shares
|
$1.28 Million
1.23% of portfolio
|
Q4 2025
Added 7.7%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
4,798
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,786
shares
|
$1.28 Million
0.58% of portfolio
|
Q3 2025
Reduced 59.12%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
4,782
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2025
Reduced 51.34%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
4,780
shares
|
$1.28 Million
0.94% of portfolio
|
Q2 2025
Reduced 38.53%
|
|