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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
66,484
shares
|
$17.8 Million
2.49% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
66,436
shares
|
$17.8 Million
10.41% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
66,429
shares
|
$17.8 Million
2.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
66,389
shares
|
$17.8 Million
5.23% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
66,353
shares
|
$17.7 Million
5.77% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
66,327
shares
|
$17.7 Million
3.85% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66,268
shares
|
$17.7 Million
10.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
66,219
shares
|
$17.7 Million
3.44% of portfolio
|
Q4 2025
Reduced 30.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
66,066
shares
|
$17.7 Million
5.0% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
66,015
shares
|
$17.7 Million
7.17% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
66,003
shares
|
$17.7 Million
5.68% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
66,000
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
65,837
shares
|
$17.6 Million
5.18% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$17.6 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,700
shares
|
$17.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
65,268
shares
|
$17.5 Million
2.24% of portfolio
|
Q3 2025
Added 77.53%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
65,190
shares
|
$17.4 Million
7.36% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
65,067
shares
|
$17.4 Million
4.11% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
65,027
shares
|
$17.4 Million
4.48% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
65,026
shares
|
$17.4 Million
1.72% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
64,993
shares
|
$17.4 Million
4.77% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
64,971
shares
|
$17.4 Million
3.14% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
64,688
shares
|
$17.3 Million
2.32% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
64,657
shares
|
$17.3 Million
7.56% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,647
shares
|
$17.3 Million
3.39% of portfolio
|
Q2 2024
Reduced 2.25%
|
|