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 |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
4,286
shares
|
$1.15 Million
0.51% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,280
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 06, 2026 Q4 2025 |
4,274
shares
|
$1.14 Million
0.53% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,266
shares
|
$1.14 Million
0.84% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
4,260
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
4,259
shares
|
$1.14 Million
2.27% of portfolio
|
Q1 2024
Added 1.96%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
4,259
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
4,256
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2021
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
4,256
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
4,246
shares
|
$1.14 Million
0.91% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
4,243
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
4,231
shares
|
$1.13 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,217
shares
|
$1.13 Million
0.5% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Gruss & Co., LLC
|
Nov 05, 2025 Q3 2025 |
4,200
shares
|
$1.12 Million
2.82% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,196
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2025
Added 12.25%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
4,192
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
4,189
shares
|
$1.12 Million
1.0% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,187
shares
|
$1.12 Million
0.96% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
4,167
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,154
shares
|
$1.11 Million
0.65% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,153
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 207.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
4,150
shares
|
$1.11 Million
0.54% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,148
shares
|
$1.11 Million
0.53% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
4,140
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
4,130
shares
|
$1.1 Million
0.71% of portfolio
|
Q2 2025
Added 26.73%
|
|