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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
134,655
shares
|
$36 Million
5.13% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
134,652
shares
|
$36 Million
7.47% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
134,646
shares
|
$36 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
134,616
shares
|
$36 Million
3.07% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
134,251
shares
|
$35.9 Million
4.43% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
134,124
shares
|
$35.9 Million
2.58% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
134,078
shares
|
$35.9 Million
0.71% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
133,893
shares
|
$35.8 Million
4.28% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
133,668
shares
|
$35.8 Million
15.11% of portfolio
|
Q1 2023
Reduced 4.37%
|
|
|
Nat West Group PLC
|
Jan 13, 2026 Q4 2025 |
133,404
shares
|
$35.7 Million
8.87% of portfolio
|
Q4 2025
Added 31.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
133,320
shares
|
$35.7 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Wallington Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
133,297
shares
|
$35.7 Million
4.82% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
132,981
shares
|
$35.6 Million
5.28% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
132,816
shares
|
$35.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
132,728
shares
|
$35.5 Million
4.86% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
132,721
shares
|
$35.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
132,419
shares
|
$35.4 Million
8.17% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
132,234
shares
|
$35.4 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
132,095
shares
|
$35.3 Million
2.5% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
132,081
shares
|
$35.3 Million
9.02% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
132,034
shares
|
$35.3 Million
2.09% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
131,935
shares
|
$35.3 Million
3.44% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
131,635
shares
|
$35.2 Million
4.08% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
131,616
shares
|
$35.2 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
131,469
shares
|
$35.2 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.46%
|
|