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 |
|---|---|---|---|---|---|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
286,137
shares
|
$76.5 Million
9.51% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
285,736
shares
|
$76.4 Million
5.26% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
285,063
shares
|
$76.2 Million
5.66% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
284,822
shares
|
$76.2 Million
6.28% of portfolio
|
Q3 2025
Reduced 38.67%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
283,554
shares
|
$75.8 Million
1.19% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
282,853
shares
|
$75.7 Million
2.77% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
282,316
shares
|
$75.5 Million
19.59% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
282,311
shares
|
$75.5 Million
4.12% of portfolio
|
Q3 2022
Added 9771.01%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
282,044
shares
|
$75.4 Million
2.05% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
280,988
shares
|
$75.2 Million
8.11% of portfolio
|
Q1 2024
Added 304.48%
|
|
|
General American Investors CO Inc
|
Oct 31, 2025 Q3 2025 |
280,705
shares
|
$75.1 Million
4.38% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
280,031
shares
|
$74.9 Million
3.12% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
279,740
shares
|
$74.8 Million
5.1% of portfolio
|
Q4 2025
Reduced 4.44%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
278,991
shares
|
$74.6 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
278,354
shares
|
$74.4 Million
4.94% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
278,196
shares
|
$74.4 Million
15.67% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
278,017
shares
|
$74.4 Million
20.52% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
276,864
shares
|
$74.1 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
276,659
shares
|
$74 Million
4.13% of portfolio
|
Q4 2023
Added 14.76%
|
|
|
Comgest Global Investors S.A.S.
|
Nov 07, 2025 Q3 2025 |
276,640
shares
|
$74 Million
1.35% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
276,203
shares
|
$73.9 Million
17.69% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
276,010
shares
|
$73.8 Million
5.39% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
275,959
shares
|
$73.8 Million
3.99% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
275,930
shares
|
$73.8 Million
3.2% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
275,543
shares
|
$73.7 Million
4.03% of portfolio
|
Q3 2025
Added 6.26%
|
|