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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
246,042
shares
|
$65.8 Million
4.2% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
245,962
shares
|
$65.8 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
245,217
shares
|
$65.6 Million
1.9% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
244,431
shares
|
$65.4 Million
3.48% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
242,906
shares
|
$65 Million
5.07% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
242,278
shares
|
$64.8 Million
4.08% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
242,037
shares
|
$64.7 Million
2.67% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
241,973
shares
|
$64.7 Million
6.76% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
241,125
shares
|
$64.5 Million
4.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
240,735
shares
|
$64.4 Million
6.18% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
240,596
shares
|
$64.3 Million
5.64% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$64 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
239,093
shares
|
$63.9 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
239,070
shares
|
$63.9 Million
3.28% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
238,148
shares
|
$63.7 Million
7.2% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
237,466
shares
|
$63.5 Million
8.6% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
237,138
shares
|
$63.4 Million
6.71% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
236,859
shares
|
$63.4 Million
9.13% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
236,534
shares
|
$63.3 Million
2.34% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
235,449
shares
|
$63 Million
0.91% of portfolio
|
Q3 2022
Added 189.75%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
235,000
shares
|
$62.9 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
234,802
shares
|
$62.8 Million
5.47% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
234,672
shares
|
$62.8 Million
0.53% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
234,596
shares
|
$62.7 Million
7.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
234,399
shares
|
$62.7 Million
3.02% of portfolio
|
Q3 2025
Added 17.95%
|
|