Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,592 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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
174,283
shares
|
$46.6 Million
1.93% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
173,621
shares
|
$46.4 Million
4.46% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
173,617
shares
|
$46.4 Million
0.58% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
173,540
shares
|
$46.4 Million
5.12% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$46.4 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
172,537
shares
|
$46.1 Million
2.94% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
172,264
shares
|
$46.1 Million
8.55% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
171,844
shares
|
$46 Million
5.6% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
170,783
shares
|
$45.7 Million
4.55% of portfolio
|
Q4 2025
Added 34.82%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
170,456
shares
|
$45.6 Million
7.57% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
170,452
shares
|
$45.6 Million
7.9% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
170,362
shares
|
$45.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
170,167
shares
|
$45.5 Million
5.98% of portfolio
|
Q4 2025
Added 13.47%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
170,045
shares
|
$45.5 Million
11.53% of portfolio
|
Q4 2025
Added 6.51%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
169,999
shares
|
$45.5 Million
3.08% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
169,875
shares
|
$45.4 Million
12.99% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
169,874
shares
|
$45.4 Million
11.31% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
169,812
shares
|
$45.4 Million
5.84% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
169,740
shares
|
$45.4 Million
6.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
169,404
shares
|
$45.3 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
169,360
shares
|
$45.3 Million
3.77% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
169,054
shares
|
$45.2 Million
4.87% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
168,718
shares
|
$45.1 Million
3.9% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
168,448
shares
|
$45.1 Million
16.21% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
168,121
shares
|
$45 Million
4.01% of portfolio
|
Q3 2025
Added 5.29%
|
|