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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,838
shares
|
$759,051
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
2,837
shares
|
$758,784
0.49% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
2,835
shares
|
$758,249
0.3% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,834
shares
|
$757,981
2.54% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,831
shares
|
$757,179
0.56% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
2,826
shares
|
$755,841
0.32% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
2,820
shares
|
$754,237
0.5% of portfolio
|
Q4 2025
Reduced 7.02%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
2,815
shares
|
$752,899
0.48% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,807
shares
|
$750,760
0.58% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
2,801
shares
|
$749,155
0.55% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$748,888
0.03% of portfolio
|
Q2 2025
Added 112.77%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
2,800
shares
|
$748,888
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
2,794
shares
|
$747,283
0.55% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,793
shares
|
$747,015
0.73% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 07, 2025 Q3 2025 |
2,789
shares
|
$745,945
1.2% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$744,608
0.37% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
2,782
shares
|
$744,073
0.47% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,768
shares
|
$740,329
0.82% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,760
shares
|
$738,189
0.44% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
2,757
shares
|
$737,387
5.27% of portfolio
|
Q3 2025
Reduced 91.51%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
2,754
shares
|
$736,584
0.51% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
2,744
shares
|
$733,910
0.11% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,737
shares
|
$732,038
0.84% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,736
shares
|
$731,770
0.45% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
2,731
shares
|
$730,433
0.07% of portfolio
|
Q2 2025
Reduced 10.63%
|
|