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 |
|---|---|---|---|---|---|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
125,068
shares
|
$33.5 Million
8.57% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
Nov 12, 2025 Q3 2025 |
125,000
shares
|
$33.4 Million
4.31% of portfolio
|
Q3 2025
Added 212.5%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
124,968
shares
|
$33.4 Million
2.73% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
124,841
shares
|
$33.4 Million
5.47% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
124,816
shares
|
$33.4 Million
2.48% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
124,705
shares
|
$33.4 Million
2.56% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
124,618
shares
|
$33.3 Million
1.13% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
124,413
shares
|
$33.3 Million
4.83% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Saratoga Research & Investment Management
|
Nov 17, 2025 Q3 2025 |
124,335
shares
|
$33.3 Million
1.65% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
124,255
shares
|
$33.2 Million
3.4% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
124,208
shares
|
$33.2 Million
12.69% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
124,043
shares
|
$33.2 Million
3.79% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
124,008
shares
|
$33.2 Million
3.16% of portfolio
|
Q4 2025
Added 7.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
123,976
shares
|
$33.2 Million
2.68% of portfolio
|
Q4 2025
Added 68.19%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
123,948
shares
|
$33.2 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
123,841
shares
|
$33.1 Million
1.21% of portfolio
|
Q3 2025
Added 70.74%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
123,694
shares
|
$33.1 Million
2.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
123,602
shares
|
$33.1 Million
2.84% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
123,595
shares
|
$33.1 Million
3.36% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
123,593
shares
|
$33.1 Million
4.13% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
123,395
shares
|
$33 Million
4.12% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
123,363
shares
|
$33 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
122,962
shares
|
$32.9 Million
2.48% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
122,960
shares
|
$32.9 Million
3.26% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Linden Rose Investment LLC
|
Jan 24, 2023 Q4 2022 |
122,929
shares
|
$32.9 Million
42.9% of portfolio
|
Q4 2022
Reduced 4.99%
|
|