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 |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
146,809
shares
|
$39.3 Million
5.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
146,552
shares
|
$39.2 Million
4.42% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
146,545
shares
|
$39.2 Million
1.27% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
146,417
shares
|
$39.2 Million
8.56% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
146,315
shares
|
$39.1 Million
3.93% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
146,201
shares
|
$39.1 Million
9.09% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
146,065
shares
|
$39.1 Million
3.3% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
145,978
shares
|
$39 Million
2.49% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
145,965
shares
|
$39 Million
7.6% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
145,821
shares
|
$39 Million
5.16% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
145,709
shares
|
$39 Million
6.51% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
145,461
shares
|
$38.9 Million
4.35% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
145,240
shares
|
$38.8 Million
0.99% of portfolio
|
Q2 2023
New holding
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
145,174
shares
|
$38.8 Million
49.24% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
145,167
shares
|
$38.8 Million
13.27% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
144,667
shares
|
$38.7 Million
7.48% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
144,637
shares
|
$38.7 Million
12.85% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
144,332
shares
|
$38.6 Million
5.43% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
144,126
shares
|
$38.5 Million
1.22% of portfolio
|
Q4 2022
Added 32.33%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
144,090
shares
|
$38.5 Million
23.11% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
143,828
shares
|
$38.5 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
143,697
shares
|
$38.4 Million
1.74% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
143,684
shares
|
$38.4 Million
3.04% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
143,584
shares
|
$38.4 Million
16.17% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
143,198
shares
|
$38.3 Million
4.48% of portfolio
|
Q3 2025
Added 7.27%
|
|