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 |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
2,721
shares
|
$727,758
0.31% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
2,719
shares
|
$727,223
0.54% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
2,707
shares
|
$724,014
0.34% of portfolio
|
Q3 2022
Reduced 5.97%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2025 Q3 2025 |
2,686
shares
|
$718,397
16.88% of portfolio
|
Q3 2025
Reduced 40.2%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 12, 2025 Q3 2025 |
2,669
shares
|
$713,850
0.12% of portfolio
|
Q1 2025
Reduced 96.22%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
2,660
shares
|
$711,443
0.36% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
2,659
shares
|
$711,176
0.59% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
2,659
shares
|
$711,176
0.46% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
2,657
shares
|
$710,641
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,656
shares
|
$710,373
0.62% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
2,643
shares
|
$706,896
0.17% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
2,643
shares
|
$706,896
0.62% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
2,641
shares
|
$706,361
0.43% of portfolio
|
Q2 2025
Added 112.81%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
2,640
shares
|
$706,094
0.12% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,630
shares
|
$703,419
0.39% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
2,623
shares
|
$701,547
2.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
2,620
shares
|
$700,745
0.34% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
2,617
shares
|
$699,942
0.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
2,615
shares
|
$699,407
0.37% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Avalon Advisory Group
Wexford, PA |
Nov 13, 2025 Q3 2025 |
2,613
shares
|
$698,872
0.27% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
2,611
shares
|
$698,338
0.45% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,610
shares
|
$698,070
0.36% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
2,608
shares
|
$697,535
0.27% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,605
shares
|
$696,733
6.35% of portfolio
|
Q4 2023
New holding
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
2,602
shares
|
$695,930
0.51% of portfolio
|
Q1 2025
Reduced 25.06%
|
|