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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
226,414
shares
|
$60.6 Million
12.12% of portfolio
|
Q2 2022
Reduced 23.79%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
226,261
shares
|
$60.5 Million
5.87% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
226,009
shares
|
$60.4 Million
6.47% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
225,893
shares
|
$60.4 Million
2.61% of portfolio
|
Q4 2022
Reduced 0.7%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
225,618
shares
|
$60.3 Million
5.37% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
225,232
shares
|
$60.2 Million
4.22% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
224,829
shares
|
$60.1 Million
8.53% of portfolio
|
Q3 2022
Reduced 5.35%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
224,654
shares
|
$60.1 Million
8.34% of portfolio
|
Q4 2025
Added 43.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
224,484
shares
|
$60 Million
2.69% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
223,964
shares
|
$59.9 Million
5.13% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
223,820
shares
|
$59.9 Million
2.16% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
223,326
shares
|
$59.7 Million
2.45% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
223,024
shares
|
$59.6 Million
4.5% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
222,647
shares
|
$59.5 Million
4.55% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
222,005
shares
|
$59.4 Million
7.16% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
221,737
shares
|
$59.3 Million
2.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
220,735
shares
|
$59 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
220,068
shares
|
$58.9 Million
4.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
220,060
shares
|
$58.9 Million
3.04% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
220,021
shares
|
$58.8 Million
1.02% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
219,978
shares
|
$58.8 Million
4.69% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
219,767
shares
|
$58.8 Million
15.25% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219,397
shares
|
$58.7 Million
4.48% of portfolio
|
Q3 2022
Added 6.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
219,114
shares
|
$58.6 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
218,659
shares
|
$58.5 Million
6.86% of portfolio
|
Q3 2025
Reduced 1.51%
|
|