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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$47.9 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 13, 2026 Q4 2025 |
178,883
shares
|
$47.8 Million
9.35% of portfolio
|
Q4 2025
Reduced 8.45%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
178,445
shares
|
$47.7 Million
0.23% of portfolio
|
Q3 2025
Added 34.3%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
178,420
shares
|
$47.7 Million
6.54% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
178,223
shares
|
$47.7 Million
5.83% of portfolio
|
Q4 2025
Added 8.94%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
178,126
shares
|
$47.6 Million
2.44% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
178,067
shares
|
$47.6 Million
0.52% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$47.6 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
177,800
shares
|
$47.6 Million
0.72% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
177,528
shares
|
$47.5 Million
3.87% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
177,478
shares
|
$47.5 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
177,401
shares
|
$47.4 Million
3.04% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
176,916
shares
|
$47.3 Million
19.36% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
176,739
shares
|
$47.3 Million
6.6% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
176,643
shares
|
$47.2 Million
7.17% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$47.2 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
176,497
shares
|
$47.2 Million
4.67% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
176,486
shares
|
$47.2 Million
0.76% of portfolio
|
Q4 2025
Added 7.29%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
176,477
shares
|
$47.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$47 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
175,574
shares
|
$47 Million
4.32% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
175,234
shares
|
$46.9 Million
1.74% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
174,473
shares
|
$46.7 Million
0.64% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
174,394
shares
|
$46.6 Million
5.89% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
174,354
shares
|
$46.6 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.99%
|
|