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 |
|---|---|---|---|---|---|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
3,178
shares
|
$849,987
0.44% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
3,167
shares
|
$847,045
0.08% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,166
shares
|
$846,778
0.14% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
3,160
shares
|
$845,173
0.42% of portfolio
|
Q3 2025
Added 67.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
3,153
shares
|
$843,301
0.69% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,125
shares
|
$835,812
0.0% of portfolio
|
Q3 2025
Reduced 99.86%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
3,117
shares
|
$833,672
0.46% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
3,116
shares
|
$833,405
0.58% of portfolio
|
Q3 2025
Added 207.0%
|
|
|
Clark Estates Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$832,068
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
3,104
shares
|
$830,195
0.42% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
3,103
shares
|
$829,928
0.01% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
3,086
shares
|
$825,381
0.41% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
3,071
shares
|
$821,369
0.52% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
3,069
shares
|
$820,834
0.27% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
3,064
shares
|
$819,497
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,062
shares
|
$818,962
0.18% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,034
shares
|
$811,473
0.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
3,034
shares
|
$811,473
0.19% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,027
shares
|
$809,601
0.28% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
3,025
shares
|
$809,066
0.59% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
3,016
shares
|
$806,659
0.37% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
3,015
shares
|
$806,391
0.1% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
3,000
shares
|
$802,379
5.42% of portfolio
|
Q3 2025
Added 248.84%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$802,379
1.4% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$802,379
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|