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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
56,901
shares
|
$15.2 Million
2.64% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
56,891
shares
|
$15.2 Million
2.79% of portfolio
|
Q3 2025
Added 37.73%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
56,879
shares
|
$15.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
56,855
shares
|
$15.2 Million
5.94% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
56,820
shares
|
$15.2 Million
5.1% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
56,759
shares
|
$15.2 Million
1.37% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
56,750
shares
|
$15.2 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
56,735
shares
|
$15.2 Million
11.33% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
56,678
shares
|
$15.2 Million
3.31% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
56,675
shares
|
$15.2 Million
3.35% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
56,654
shares
|
$15.2 Million
1.21% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
56,627
shares
|
$15.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Alkeon Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
56,627
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2022
Reduced 94.56%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
56,599
shares
|
$15.1 Million
5.28% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
56,583
shares
|
$15.1 Million
4.09% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
56,564
shares
|
$15.1 Million
8.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
56,558
shares
|
$15.1 Million
1.98% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
56,506
shares
|
$15.1 Million
3.22% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
56,477
shares
|
$15.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
56,447
shares
|
$15.1 Million
5.48% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
56,396
shares
|
$15.1 Million
2.89% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
56,389
shares
|
$15.1 Million
2.29% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
56,346
shares
|
$15.1 Million
3.81% of portfolio
|
Q1 2023
Reduced 5.52%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
56,278
shares
|
$15.1 Million
11.87% of portfolio
|
Q3 2022
Reduced 4.42%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 14, 2025 Q3 2025 |
56,267
shares
|
$15 Million
9.83% of portfolio
|
Q3 2025
Reduced 2.53%
|
|