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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
95,906
shares
|
$25.7 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
95,714
shares
|
$25.6 Million
3.32% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
95,665
shares
|
$25.6 Million
5.27% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
95,300
shares
|
$25.5 Million
4.27% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
95,292
shares
|
$25.5 Million
1.44% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
95,238
shares
|
$25.5 Million
0.5% of portfolio
|
Q3 2025
Added 37.94%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
95,229
shares
|
$25.5 Million
24.05% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
95,207
shares
|
$25.5 Million
1.86% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
94,985
shares
|
$25.4 Million
3.62% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
94,797
shares
|
$25.4 Million
10.13% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
94,778
shares
|
$25.3 Million
4.57% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
94,682
shares
|
$25.3 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
94,646
shares
|
$25.3 Million
4.24% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
94,470
shares
|
$25.3 Million
2.32% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
94,366
shares
|
$25.2 Million
7.57% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
94,365
shares
|
$25.2 Million
5.33% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
94,347
shares
|
$25.2 Million
0.03% of portfolio
|
Q3 2025
Added 20.39%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
94,290
shares
|
$25.2 Million
4.22% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
94,277
shares
|
$25.2 Million
3.32% of portfolio
|
Q4 2025
Added 29.56%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
94,275
shares
|
$25.2 Million
2.94% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
94,243
shares
|
$25.2 Million
16.31% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
93,863
shares
|
$25.1 Million
4.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
93,808
shares
|
$25.1 Million
16.65% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
93,777
shares
|
$25.1 Million
2.85% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
93,681
shares
|
$25.1 Million
5.08% of portfolio
|
Q3 2025
Added 21.02%
|
|