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 |
|---|---|---|---|---|---|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
81,638
shares
|
$21.8 Million
21.67% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
81,613
shares
|
$21.8 Million
3.36% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
81,549
shares
|
$21.8 Million
7.75% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
81,538
shares
|
$21.8 Million
9.05% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
81,446
shares
|
$21.8 Million
6.2% of portfolio
|
Q4 2025
Added 4.34%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
81,443
shares
|
$21.8 Million
0.91% of portfolio
|
Q3 2025
Reduced 59.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
81,416
shares
|
$21.8 Million
1.17% of portfolio
|
Q3 2023
Reduced 28.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
81,376
shares
|
$21.8 Million
3.44% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
81,280
shares
|
$21.7 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
81,169
shares
|
$21.7 Million
4.34% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
81,162
shares
|
$21.7 Million
0.3% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
80,969
shares
|
$21.7 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
80,909
shares
|
$21.6 Million
2.46% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
80,902
shares
|
$21.6 Million
8.89% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Once Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
80,900
shares
|
$21.6 Million
6.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
80,725
shares
|
$21.6 Million
5.09% of portfolio
|
Q4 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
80,714
shares
|
$21.6 Million
1.47% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
First Long Island Investors, LLC
|
Nov 12, 2025 Q3 2025 |
80,572
shares
|
$21.5 Million
1.53% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
80,566
shares
|
$21.5 Million
0.27% of portfolio
|
Q3 2025
Added 397.57%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
80,533
shares
|
$21.5 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 14, 2026 Q4 2025 |
80,355
shares
|
$21.5 Million
5.15% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
80,316
shares
|
$21.5 Million
4.03% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
80,257
shares
|
$21.5 Million
6.07% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
80,112
shares
|
$21.4 Million
2.14% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
80,059
shares
|
$21.4 Million
6.08% of portfolio
|
Q4 2025
Reduced 27.17%
|
|