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 |
|---|---|---|---|---|---|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
876
shares
|
$234,294
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
866
shares
|
$231,620
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
861
shares
|
$230,283
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
858
shares
|
$229,480
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
857
shares
|
$229,213
0.1% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
843
shares
|
$225,468
0.05% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$223,864
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
832
shares
|
$222,526
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
823
shares
|
$220,119
0.15% of portfolio
|
Q3 2025
Reduced 63.98%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
820
shares
|
$219,317
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
811
shares
|
$216,910
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
803
shares
|
$214,770
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
799
shares
|
$213,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corbyn Investment Management Inc
|
Jan 13, 2026 Q4 2025 |
777
shares
|
$207,816
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
767
shares
|
$205,141
0.16% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
728
shares
|
$194,710
0.09% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
700
shares
|
$187,222
0.14% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
660
shares
|
$176,523
0.1% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
589
shares
|
$157,533
0.06% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
588
shares
|
$157,266
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
588
shares
|
$157,266
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Glynn Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
587
shares
|
$156,999
0.06% of portfolio
|
Q3 2025
Reduced 96.83%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
584
shares
|
$156,196
0.11% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
560
shares
|
$149,777
0.11% of portfolio
|
Q3 2025
Reduced 65.09%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
553
shares
|
$147,905
0.07% of portfolio
|
Q3 2025
Reduced 2.47%
|
|