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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
56,200
shares
|
$15 Million
5.99% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,095
shares
|
$15 Million
0.8% of portfolio
|
Q3 2025
Reduced 60.19%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
56,049
shares
|
$15 Million
8.17% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
56,039
shares
|
$15 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
56,027
shares
|
$15 Million
3.66% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
56,008
shares
|
$15 Million
4.24% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Bright Rock Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
56,000
shares
|
$15 Million
2.95% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
55,987
shares
|
$15 Million
5.21% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
55,925
shares
|
$15 Million
8.81% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
55,889
shares
|
$14.9 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
55,887
shares
|
$14.9 Million
4.62% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
55,866
shares
|
$14.9 Million
6.2% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
55,782
shares
|
$14.9 Million
4.0% of portfolio
|
Q3 2025
Added 2785.77%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
55,725
shares
|
$14.9 Million
8.32% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
55,689
shares
|
$14.9 Million
2.59% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
55,594
shares
|
$14.9 Million
2.9% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
55,488
shares
|
$14.8 Million
1.91% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
55,420
shares
|
$14.8 Million
11.78% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
55,408
shares
|
$14.8 Million
9.27% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
55,382
shares
|
$14.8 Million
6.6% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
55,370
shares
|
$14.8 Million
4.11% of portfolio
|
Q4 2025
Added 3.36%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
55,368
shares
|
$14.8 Million
1.33% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
55,344
shares
|
$14.8 Million
1.82% of portfolio
|
Q3 2025
Added 82.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
55,290
shares
|
$14.8 Million
1.92% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
55,227
shares
|
$14.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 87.58%
|
|