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 |
|---|---|---|---|---|---|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,454
shares
|
$656,346
0.46% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
2,453
shares
|
$656,079
0.35% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
2,447
shares
|
$654,474
0.24% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
2,445
shares
|
$653,939
0.11% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
2,441
shares
|
$652,869
0.18% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
2,436
shares
|
$651,532
0.36% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,419
shares
|
$646,985
0.27% of portfolio
|
Q3 2025
Added 117.73%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
2,402
shares
|
$642,438
0.38% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$641,904
0.05% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
2,386
shares
|
$638,159
1.07% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.04% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.34% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
2,385
shares
|
$637,892
0.38% of portfolio
|
Q3 2025
Reduced 65.01%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
2,368
shares
|
$633,345
0.44% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
2,359
shares
|
$630,938
0.02% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
2,359
shares
|
$630,938
0.98% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,353
shares
|
$629,333
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,339
shares
|
$625,588
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,331
shares
|
$623,449
0.21% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
2,322
shares
|
$621,042
0.23% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
2,320
shares
|
$620,507
0.42% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
2,318
shares
|
$619,972
0.39% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
2,317
shares
|
$619,704
0.48% of portfolio
|
Q3 2025
Added 38.16%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
2,316
shares
|
$619,437
0.12% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$617,297
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|