Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,580 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 |
|---|---|---|---|---|---|
|
Robotti Robert
New York, NY |
Nov 10, 2025 Q3 2025 |
1,053
shares
|
$281,635
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,052
shares
|
$281,367
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,051
shares
|
$281,100
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
1,050
shares
|
$280,833
0.29% of portfolio
|
Q4 2025
Reduced 22.34%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
1,045
shares
|
$279,495
0.15% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
1,039
shares
|
$277,890
0.19% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
1,038
shares
|
$277,623
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,036
shares
|
$277,088
0.13% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 20, 2025 Q3 2025 |
1,026
shares
|
$274,413
0.32% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
1,025
shares
|
$274,146
0.1% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Nixon Capital, LLC
Austin, TX |
Oct 24, 2025 Q3 2025 |
1,018
shares
|
$272,274
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
1,012
shares
|
$270,669
0.11% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
1,011
shares
|
$270,402
0.14% of portfolio
|
Q3 2025
Reduced 87.53%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
1,010
shares
|
$270,134
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
1,009
shares
|
$269,867
0.17% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
1,008
shares
|
$269,599
0.24% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
1,000
shares
|
$267,460
0.11% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$267,460
0.21% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
977
shares
|
$261,308
0.11% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
976
shares
|
$261,040
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
975
shares
|
$260,773
0.01% of portfolio
|
Q3 2025
Reduced 74.75%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
970
shares
|
$259,436
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
967
shares
|
$258,633
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$257,831
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
951
shares
|
$254,354
0.08% of portfolio
|
Q3 2025
Reduced 35.87%
|
|