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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
131,390
shares
|
$35.1 Million
6.03% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
131,238
shares
|
$35.1 Million
3.94% of portfolio
|
Q3 2022
Added 2970.61%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
131,141
shares
|
$35.1 Million
5.81% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
130,476
shares
|
$34.9 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
130,424
shares
|
$34.9 Million
11.71% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
130,295
shares
|
$34.8 Million
4.2% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
129,876
shares
|
$34.7 Million
12.07% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
129,838
shares
|
$34.7 Million
3.72% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
129,780
shares
|
$34.7 Million
4.65% of portfolio
|
Q4 2025
Reduced 21.77%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,750
shares
|
$34.7 Million
4.96% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
129,545
shares
|
$34.6 Million
4.06% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
129,494
shares
|
$34.6 Million
3.73% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
129,296
shares
|
$34.6 Million
5.53% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
129,225
shares
|
$34.6 Million
3.61% of portfolio
|
Q4 2023
Added 1.04%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
129,174
shares
|
$34.5 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
128,867
shares
|
$34.5 Million
3.98% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
128,860
shares
|
$34.5 Million
7.36% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
128,803
shares
|
$34.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
128,706
shares
|
$34.4 Million
11.79% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
128,706
shares
|
$34.4 Million
6.14% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
128,661
shares
|
$34.4 Million
1.57% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
128,610
shares
|
$34.4 Million
3.01% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
128,576
shares
|
$34.4 Million
14.98% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
128,385
shares
|
$34.3 Million
1.47% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
128,331
shares
|
$34.3 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.37%
|
|