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 |
|---|---|---|---|---|---|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$129,450
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
468
shares
|
$125,171
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
443
shares
|
$118,484
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
400
shares
|
$106,983
0.05% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$106,983
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
400
shares
|
$106,983
0.05% of portfolio
|
Q2 2025
Reduced 98.45%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
334
shares
|
$89,331
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
327
shares
|
$87,459
0.05% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
279
shares
|
$74,621
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
243
shares
|
$64,992
0.06% of portfolio
|
Q2 2025
Reduced 62.62%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
240
shares
|
$64,190
2.2% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$63,120
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
236
shares
|
$63,120
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
228
shares
|
$60,980
0.25% of portfolio
|
Q3 2025
Reduced 99.15%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
220
shares
|
$58,841
0.05% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
220
shares
|
$58,841
0.02% of portfolio
|
Q3 2025
Reduced 98.76%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
219
shares
|
$58,573
0.1% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$58,306
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$58,038
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$45,200
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
168
shares
|
$44,933
0.01% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
135
shares
|
$36,107
0.01% of portfolio
|
Q3 2025
Added 110.94%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
103
shares
|
$27,548
0.0% of portfolio
|
Q3 2025
Reduced 99.97%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
100
shares
|
$26,745
0.02% of portfolio
|
Q2 2025
Reduced 95.83%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
99
shares
|
$26,478
1.44% of portfolio
|
Q3 2025
Added 10439.39%
|
|