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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
103,090
shares
|
$27.6 Million
8.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
103,033
shares
|
$27.6 Million
5.22% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
102,392
shares
|
$27.4 Million
3.14% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
102,263
shares
|
$27.4 Million
4.57% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
101,987
shares
|
$27.3 Million
8.87% of portfolio
|
Q3 2025
Added 21.85%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
101,907
shares
|
$27.3 Million
3.59% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
101,835
shares
|
$27.2 Million
4.57% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
101,826
shares
|
$27.2 Million
5.29% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
101,821
shares
|
$27.2 Million
7.15% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
101,783
shares
|
$27.2 Million
4.08% of portfolio
|
Q3 2025
Added 24.95%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
101,780
shares
|
$27.2 Million
16.53% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
101,559
shares
|
$27.2 Million
2.44% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
101,538
shares
|
$27.2 Million
7.03% of portfolio
|
Q3 2023
Added 2.68%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
101,494
shares
|
$27.1 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
101,424
shares
|
$27.1 Million
2.44% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
101,381
shares
|
$27.1 Million
6.91% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
101,151
shares
|
$27.1 Million
2.75% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
101,083
shares
|
$27 Million
5.73% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
101,031
shares
|
$27 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100,708
shares
|
$26.9 Million
5.75% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
100,543
shares
|
$26.9 Million
8.44% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
100,402
shares
|
$26.9 Million
2.79% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
100,357
shares
|
$26.8 Million
7.84% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
100,239
shares
|
$26.8 Million
2.22% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
100,130
shares
|
$26.8 Million
4.56% of portfolio
|
Q3 2025
Added 4.33%
|
|