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 |
|---|---|---|---|---|---|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
4,609
shares
|
$1.23 Million
1.43% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
4,601
shares
|
$1.23 Million
0.83% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
4,600
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,579
shares
|
$1.22 Million
0.78% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
4,571
shares
|
$1.22 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,568
shares
|
$1.22 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
4,558
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,555
shares
|
$1.22 Million
2.75% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
4,543
shares
|
$1.22 Million
0.88% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
4,540
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2025
Added 7727.59%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
4,539
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,511
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
4,472
shares
|
$1.2 Million
0.93% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$1.19 Million
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
4,445
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$1.19 Million
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
4,441
shares
|
$1.19 Million
0.9% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
4,435
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
4,420
shares
|
$1.18 Million
0.68% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
4,401
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
4,400
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
4,393
shares
|
$1.17 Million
0.98% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,381
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
4,356
shares
|
$1.17 Million
0.63% of portfolio
|
Q3 2025
Added 8.63%
|
|