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 |
|---|---|---|---|---|---|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
1,880
shares
|
$502,824
0.52% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,872
shares
|
$500,685
0.25% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,871
shares
|
$500,417
0.19% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Dec 09, 2025 Q3 2025 |
1,871
shares
|
$500,417
0.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
1,866
shares
|
$499,080
0.27% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Oct 30, 2025 Q3 2025 |
1,850
shares
|
$494,800
0.16% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
1,843
shares
|
$492,928
0.3% of portfolio
|
Q4 2025
Added 61.1%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
1,837
shares
|
$491,324
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,836
shares
|
$491,056
0.22% of portfolio
|
Q3 2020
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
1,830
shares
|
$489,451
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
1,825
shares
|
$488,114
0.02% of portfolio
|
Q3 2025
Reduced 84.15%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
1,823
shares
|
$487,579
0.34% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,822
shares
|
$487,312
0.05% of portfolio
|
Q3 2025
Added 79.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,819
shares
|
$486,509
0.13% of portfolio
|
Q3 2025
Reduced 58.48%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
1,817
shares
|
$485,974
0.15% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
1,804
shares
|
$482,497
0.33% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,793
shares
|
$479,555
0.03% of portfolio
|
Q3 2022
Added 1.36%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
1,791
shares
|
$479,020
0.1% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Oct 21, 2025 Q3 2025 |
1,785
shares
|
$477,416
0.17% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,779
shares
|
$475,811
1.39% of portfolio
|
Q1 2023
Reduced 4.1%
|
|
|
Revere Asset Management, Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$475,008
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,773
shares
|
$474,206
0.28% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
1,769
shares
|
$473,136
0.25% of portfolio
|
Q4 2025
Reduced 6.6%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
1,768
shares
|
$472,869
0.19% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
1,762
shares
|
$471,264
0.51% of portfolio
|
Q4 2025
New holding
|
|