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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Oct 17, 2025 Q3 2025 |
4,129
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
4,101
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
4,101
shares
|
$1.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2025
Reduced 97.27%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,099
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2025
Reduced 71.5%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
4,098
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
4,097
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2025
Added 8.01%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
4,071
shares
|
$1.09 Million
0.4% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,070
shares
|
$1.09 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
4,069
shares
|
$1.09 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,068
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
4,063
shares
|
$1.09 Million
0.35% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
4,057
shares
|
$1.09 Million
0.61% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
4,054
shares
|
$1.08 Million
4.25% of portfolio
|
Q3 2022
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
4,049
shares
|
$1.08 Million
1.01% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,043
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,025
shares
|
$1.08 Million
0.31% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
4,023
shares
|
$1.08 Million
0.7% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,015
shares
|
$1.07 Million
0.99% of portfolio
|
Q3 2025
Reduced 17.35%
|
|