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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
77,356
shares
|
$20.7 Million
2.8% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
77,349
shares
|
$20.7 Million
2.55% of portfolio
|
Q3 2025
Reduced 42.21%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
77,250
shares
|
$20.7 Million
5.64% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
77,186
shares
|
$20.6 Million
1.69% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
77,178
shares
|
$20.6 Million
0.74% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
77,037
shares
|
$20.6 Million
0.77% of portfolio
|
Q4 2025
Added 3.37%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
77,012
shares
|
$20.6 Million
2.61% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76,979
shares
|
$20.6 Million
6.48% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
76,953
shares
|
$20.6 Million
5.21% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
76,916
shares
|
$20.6 Million
3.17% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
76,913
shares
|
$20.6 Million
3.03% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
76,793
shares
|
$20.5 Million
0.72% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
76,787
shares
|
$20.5 Million
7.33% of portfolio
|
Q3 2025
Added 94.29%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
76,712
shares
|
$20.5 Million
2.71% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
76,545
shares
|
$20.5 Million
6.36% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
76,524
shares
|
$20.5 Million
8.64% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
76,482
shares
|
$20.5 Million
2.76% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
76,359
shares
|
$20.4 Million
6.67% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
76,067
shares
|
$20.3 Million
5.08% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
76,053
shares
|
$20.3 Million
1.21% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
75,993
shares
|
$20.3 Million
4.68% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
75,889
shares
|
$20.3 Million
1.45% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
75,831
shares
|
$20.3 Million
9.99% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
75,790
shares
|
$20.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 64.98%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
75,710
shares
|
$20.2 Million
5.4% of portfolio
|
Q2 2025
Reduced 0.5%
|
|