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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
185,777
shares
|
$49.7 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
185,709
shares
|
$49.7 Million
6.89% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
185,652
shares
|
$49.7 Million
7.17% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
185,524
shares
|
$49.6 Million
5.68% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
185,439
shares
|
$49.6 Million
3.95% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
185,014
shares
|
$49.5 Million
2.71% of portfolio
|
Q3 2025
Added 28.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
184,876
shares
|
$49.4 Million
1.5% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
184,719
shares
|
$49.4 Million
2.21% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
184,321
shares
|
$49.3 Million
4.19% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
184,308
shares
|
$49.3 Million
5.47% of portfolio
|
Q4 2025
Reduced 43.8%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
182,988
shares
|
$48.9 Million
4.89% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
182,302
shares
|
$48.8 Million
1.62% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
182,240
shares
|
$48.7 Million
3.9% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
182,018
shares
|
$48.7 Million
5.96% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
181,802
shares
|
$48.6 Million
6.75% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Edge Wealth Management LLC
|
Jan 12, 2026 Q4 2025 |
181,773
shares
|
$48.6 Million
10.02% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
181,625
shares
|
$48.6 Million
2.1% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
181,525
shares
|
$48.6 Million
3.5% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
181,255
shares
|
$48.5 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$48.4 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
180,891
shares
|
$48.4 Million
2.26% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
180,800
shares
|
$48.4 Million
6.67% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
180,602
shares
|
$48.3 Million
6.89% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
180,468
shares
|
$48.3 Million
1.59% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
180,028
shares
|
$48.2 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.5%
|
|