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 |
|---|---|---|---|---|---|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
57,972
shares
|
$15.5 Million
5.34% of portfolio
|
Q4 2025
Reduced 6.79%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
57,935
shares
|
$15.5 Million
2.68% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
57,868
shares
|
$15.5 Million
3.73% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
57,867
shares
|
$15.5 Million
3.65% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
57,848
shares
|
$15.5 Million
8.05% of portfolio
|
Q3 2023
Reduced 71.8%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
57,832
shares
|
$15.5 Million
1.05% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
57,829
shares
|
$15.5 Million
0.56% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
57,827
shares
|
$15.5 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
57,805
shares
|
$15.5 Million
8.72% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
57,780
shares
|
$15.5 Million
1.78% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
57,775
shares
|
$15.5 Million
6.45% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
57,763
shares
|
$15.4 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
57,741
shares
|
$15.4 Million
2.52% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
57,706
shares
|
$15.4 Million
4.62% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
57,566
shares
|
$15.4 Million
1.12% of portfolio
|
Q3 2023
Reduced 22.68%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
57,558
shares
|
$15.4 Million
3.92% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
57,346
shares
|
$15.3 Million
2.66% of portfolio
|
Q2 2025
Reduced 40.94%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
57,273
shares
|
$15.3 Million
3.69% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
57,116
shares
|
$15.3 Million
8.85% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
57,075
shares
|
$15.3 Million
5.97% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
57,044
shares
|
$15.3 Million
5.64% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
57,035
shares
|
$15.3 Million
3.72% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
56,980
shares
|
$15.2 Million
2.03% of portfolio
|
Q4 2025
Added 10.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
56,963
shares
|
$15.2 Million
9.21% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
56,908
shares
|
$15.2 Million
4.71% of portfolio
|
Q3 2025
Reduced 5.49%
|
|