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 |
|---|---|---|---|---|---|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
3,518
shares
|
$940,924
0.55% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,517
shares
|
$940,656
0.82% of portfolio
|
Q2 2022
Reduced 32.8%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
3,516
shares
|
$940,389
0.72% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,505
shares
|
$937,447
0.4% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$936,109
14.82% of portfolio
|
Q4 2021
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$936,109
0.29% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
3,477
shares
|
$929,958
0.42% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
3,475
shares
|
$929,423
3.56% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,465
shares
|
$926,748
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
3,460
shares
|
$925,411
0.35% of portfolio
|
Q4 2025
Added 20.6%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
3,458
shares
|
$924,876
0.62% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
3,453
shares
|
$923,539
0.7% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$922,202
0.3% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
3,442
shares
|
$920,597
0.41% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
3,440
shares
|
$920,062
0.29% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
3,425
shares
|
$916,050
0.52% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
3,423
shares
|
$915,515
0.81% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
3,418
shares
|
$914,178
0.33% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
3,413
shares
|
$912,840
0.53% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
3,388
shares
|
$906,154
0.04% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
3,382
shares
|
$904,549
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
3,372
shares
|
$901,875
0.29% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,370
shares
|
$901,340
0.2% of portfolio
|
Q3 2025
Added 15.29%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
3,369
shares
|
$901,072
0.65% of portfolio
|
Q1 2023
Reduced 19.05%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
3,364
shares
|
$899,735
0.28% of portfolio
|
Q3 2025
Added 28.84%
|
|