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 |
|---|---|---|---|---|---|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2025 Q3 2025 |
2,146
shares
|
$573,969
0.29% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
2,131
shares
|
$569,957
0.39% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$569,422
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
2,129
shares
|
$569,422
0.46% of portfolio
|
Q3 2025
Reduced 55.1%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,115
shares
|
$565,677
0.12% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$561,666
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
2,095
shares
|
$560,328
0.38% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,084
shares
|
$557,386
0.39% of portfolio
|
Q3 2025
Reduced 78.63%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
2,082
shares
|
$556,851
0.39% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,080
shares
|
$556,316
0.17% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
2,078
shares
|
$555,781
0.49% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
2,059
shares
|
$550,700
0.33% of portfolio
|
Q4 2025
Reduced 16.47%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,040
shares
|
$545,618
0.36% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
2,040
shares
|
$545,618
0.11% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
2,032
shares
|
$543,478
0.26% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 05, 2026 Q4 2025 |
2,030
shares
|
$542,943
0.23% of portfolio
|
Q4 2025
Added 12.22%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,028
shares
|
$542,408
0.13% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
2,028
shares
|
$542,408
0.39% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,023
shares
|
$541,071
0.2% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,016
shares
|
$539,199
0.04% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
2,009
shares
|
$537,327
0.09% of portfolio
|
Q3 2025
Reduced 26.76%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
2,006
shares
|
$536,524
0.16% of portfolio
|
Q2 2025
Reduced 29.02%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,000
shares
|
$534,920
4.05% of portfolio
|
Q3 2020
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
1,998
shares
|
$534,385
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
1,996
shares
|
$533,850
0.55% of portfolio
|
Q1 2025
Reduced 42.86%
|
|