Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,578 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 Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
59,725
shares
|
$16 Million
2.23% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
59,710
shares
|
$16 Million
10.94% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
59,683
shares
|
$16 Million
4.52% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
59,673
shares
|
$16 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
59,656
shares
|
$16 Million
2.05% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
59,603
shares
|
$15.9 Million
5.14% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
59,594
shares
|
$15.9 Million
5.1% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
59,572
shares
|
$15.9 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
59,556
shares
|
$15.9 Million
2.93% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
59,542
shares
|
$15.9 Million
1.18% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
59,533
shares
|
$15.9 Million
12.38% of portfolio
|
Q4 2023
Reduced 24.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
59,440
shares
|
$15.9 Million
3.74% of portfolio
|
Q4 2025
Added 5.32%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
59,403
shares
|
$15.9 Million
6.45% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
59,170
shares
|
$15.8 Million
3.96% of portfolio
|
Q3 2025
Reduced 56.52%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
59,155
shares
|
$15.8 Million
3.15% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
59,154
shares
|
$15.8 Million
2.39% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
59,147
shares
|
$15.8 Million
4.55% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
59,087
shares
|
$15.8 Million
3.29% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
59,078
shares
|
$15.8 Million
7.52% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
59,066
shares
|
$15.8 Million
11.39% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
59,054
shares
|
$15.8 Million
7.36% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
59,019
shares
|
$15.8 Million
7.1% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
58,991
shares
|
$15.8 Million
3.48% of portfolio
|
Q3 2025
Added 35.34%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
58,963
shares
|
$15.8 Million
1.47% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
58,951
shares
|
$15.8 Million
1.29% of portfolio
|
Q3 2025
Added 13.11%
|
|