Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,580 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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
54,252
shares
|
$14.5 Million
3.65% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
54,248
shares
|
$14.5 Million
6.53% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
54,202
shares
|
$14.5 Million
2.33% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
54,192
shares
|
$14.5 Million
4.56% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
54,173
shares
|
$14.5 Million
3.5% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
54,017
shares
|
$14.4 Million
6.18% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
54,014
shares
|
$14.4 Million
8.13% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
54,005
shares
|
$14.4 Million
0.96% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
53,932
shares
|
$14.4 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
53,914
shares
|
$14.4 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
53,912
shares
|
$14.4 Million
0.65% of portfolio
|
Q3 2025
Added 528.34%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
53,900
shares
|
$14.4 Million
5.88% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
53,877
shares
|
$14.4 Million
0.85% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
53,844
shares
|
$14.4 Million
6.65% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
53,836
shares
|
$14.4 Million
1.27% of portfolio
|
Q4 2025
Reduced 5.04%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
53,831
shares
|
$14.4 Million
3.67% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
53,797
shares
|
$14.4 Million
5.22% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
53,764
shares
|
$14.4 Million
3.53% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
53,755
shares
|
$14.4 Million
2.74% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
53,752
shares
|
$14.4 Million
4.7% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
53,712
shares
|
$14.4 Million
1.74% of portfolio
|
Q3 2025
Added 150.65%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
53,702
shares
|
$14.4 Million
7.84% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
53,671
shares
|
$14.4 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
53,639
shares
|
$14.3 Million
2.36% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
53,531
shares
|
$14.3 Million
1.83% of portfolio
|
Q4 2024
Added 58.59%
|
|