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 |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
2,602
shares
|
$695,930
0.51% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
2,599
shares
|
$695,128
0.24% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
2,592
shares
|
$693,256
0.31% of portfolio
|
Q3 2025
Added 73.49%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
2,582
shares
|
$690,581
0.38% of portfolio
|
Q2 2025
Added 122.39%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
2,577
shares
|
$689,244
0.16% of portfolio
|
Q3 2025
Reduced 29.2%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
2,576
shares
|
$688,976
0.17% of portfolio
|
Q3 2025
Added 35.37%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
2,556
shares
|
$683,627
0.12% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,550
shares
|
$682,023
0.24% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
2,538
shares
|
$678,813
0.38% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
2,518
shares
|
$673,464
0.38% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,516
shares
|
$672,929
0.31% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$668,650
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
2,494
shares
|
$667,045
0.35% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
2,492
shares
|
$666,510
0.19% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,492
shares
|
$666,510
0.18% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Spg Advisors LLC
Kirkland, WA |
Nov 14, 2025 Q3 2025 |
2,483
shares
|
$664,103
7.28% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
2,481
shares
|
$663,568
0.26% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,480
shares
|
$663,300
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,480
shares
|
$663,300
0.2% of portfolio
|
Q2 2025
Added 67.57%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
2,473
shares
|
$661,428
0.47% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
2,469
shares
|
$660,358
0.42% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
2,464
shares
|
$659,021
0.07% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
2,463
shares
|
$658,753
0.47% of portfolio
|
Q4 2025
Added 13.55%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
2,458
shares
|
$657,416
0.54% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
2,457
shares
|
$657,149
0.31% of portfolio
|
Q3 2025
Reduced 17.44%
|
|