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 |
|---|---|---|---|---|---|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
79,973
shares
|
$21.4 Million
5.12% of portfolio
|
Q3 2025
Added 2755.16%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
79,887
shares
|
$21.4 Million
4.35% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
79,868
shares
|
$21.4 Million
3.54% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
79,647
shares
|
$21.3 Million
3.2% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Avalon Global Asset Management LLC
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
79,580
shares
|
$21.3 Million
2.32% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
79,437
shares
|
$21.2 Million
9.86% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
79,431
shares
|
$21.2 Million
2.99% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
79,388
shares
|
$21.2 Million
2.57% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
79,292
shares
|
$21.2 Million
9.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
79,259
shares
|
$21.2 Million
3.11% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
79,231
shares
|
$21.2 Million
5.61% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
79,197
shares
|
$21.2 Million
2.18% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Thiel Macro LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
79,181
shares
|
$21.2 Million
27.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
79,165
shares
|
$21.2 Million
6.21% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
79,126
shares
|
$21.2 Million
3.72% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
79,036
shares
|
$21.1 Million
4.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
79,018
shares
|
$21.1 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
78,874
shares
|
$21.1 Million
3.54% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
78,861
shares
|
$21.1 Million
10.28% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
78,848
shares
|
$21.1 Million
17.74% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
78,846
shares
|
$21.1 Million
1.88% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
78,813
shares
|
$21.1 Million
3.34% of portfolio
|
Q3 2025
Added 23.86%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
78,795
shares
|
$21.1 Million
14.16% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
78,720
shares
|
$21.1 Million
5.63% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
78,703
shares
|
$21 Million
0.55% of portfolio
|
Q3 2025
Added 5.38%
|
|