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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
88,990
shares
|
$23.8 Million
1.91% of portfolio
|
Q3 2025
Added 257.89%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
88,908
shares
|
$23.8 Million
6.65% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
88,891
shares
|
$23.8 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
88,881
shares
|
$23.8 Million
0.97% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
88,774
shares
|
$23.7 Million
15.78% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
88,719
shares
|
$23.7 Million
6.25% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
88,715
shares
|
$23.7 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
88,642
shares
|
$23.7 Million
2.37% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
88,409
shares
|
$23.6 Million
3.2% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
88,358
shares
|
$23.6 Million
7.86% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
88,250
shares
|
$23.6 Million
1.55% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
88,155
shares
|
$23.6 Million
8.32% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
88,000
shares
|
$23.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
87,981
shares
|
$23.5 Million
2.6% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
87,957
shares
|
$23.5 Million
2.95% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
87,916
shares
|
$23.5 Million
1.22% of portfolio
|
Q3 2025
Reduced 27.98%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
87,901
shares
|
$23.5 Million
3.99% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
87,787
shares
|
$23.5 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
87,743
shares
|
$23.5 Million
6.47% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
87,733
shares
|
$23.5 Million
4.26% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
87,706
shares
|
$23.5 Million
4.24% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
87,680
shares
|
$23.5 Million
5.46% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
87,656
shares
|
$23.4 Million
2.41% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
87,613
shares
|
$23.4 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
87,486
shares
|
$23.4 Million
2.64% of portfolio
|
Q3 2025
Added 39.58%
|
|