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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
308,671
shares
|
$82.6 Million
2.89% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 06, 2025 Q3 2025 |
308,000
shares
|
$82.4 Million
18.49% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
307,683
shares
|
$82.3 Million
9.21% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
304,809
shares
|
$81.5 Million
12.6% of portfolio
|
Q3 2025
Added 173.78%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
303,398
shares
|
$81.1 Million
6.88% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
303,337
shares
|
$81.1 Million
2.62% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
302,295
shares
|
$80.9 Million
4.38% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
301,718
shares
|
$80.7 Million
5.82% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
301,566
shares
|
$80.7 Million
0.89% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
301,447
shares
|
$80.6 Million
1.8% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
301,315
shares
|
$80.6 Million
2.93% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
300,997
shares
|
$80.5 Million
7.4% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
300,800
shares
|
$80.5 Million
23.06% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
299,970
shares
|
$80.2 Million
3.57% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
299,513
shares
|
$80.1 Million
11.22% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
298,920
shares
|
$79.9 Million
1.46% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$79.7 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
296,946
shares
|
$79.4 Million
5.94% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
296,426
shares
|
$79.3 Million
1.49% of portfolio
|
Q3 2025
Added 79.99%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
296,216
shares
|
$79.2 Million
0.85% of portfolio
|
Q3 2025
Reduced 23.88%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
296,205
shares
|
$79.2 Million
8.68% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$79.1 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
295,765
shares
|
$79.1 Million
6.18% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
295,185
shares
|
$79 Million
15.29% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
294,833
shares
|
$78.9 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.06%
|
|