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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,773
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
3,772
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,746
shares
|
$1 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,742
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
3,741
shares
|
$1 Million
0.54% of portfolio
|
Q3 2025
Added 35.99%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
3,730
shares
|
$997,625
0.77% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$994,951
0.51% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
3,718
shares
|
$994,416
0.49% of portfolio
|
Q2 2025
Added 75.54%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
3,704
shares
|
$990,671
1.27% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
3,696
shares
|
$988,532
0.7% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
3,684
shares
|
$985,322
0.57% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,677
shares
|
$983,450
0.33% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
3,676
shares
|
$983,182
0.26% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
3,674
shares
|
$982,648
0.08% of portfolio
|
Q4 2025
Reduced 13.23%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
3,667
shares
|
$980,775
0.72% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
3,666
shares
|
$980,508
0.43% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
3,664
shares
|
$979,973
0.54% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
3,652
shares
|
$976,763
1.47% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
3,644
shares
|
$974,624
0.77% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,642
shares
|
$974,089
0.35% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
3,635
shares
|
$972,217
1.0% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,633
shares
|
$971,682
0.08% of portfolio
|
Q3 2025
Added 222.36%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,632
shares
|
$971,414
0.41% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
3,613
shares
|
$966,332
0.05% of portfolio
|
Q3 2025
New holding
|
|