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 |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
53,505
shares
|
$14.3 Million
2.48% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
53,463
shares
|
$14.3 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
53,418
shares
|
$14.3 Million
0.97% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
53,411
shares
|
$14.3 Million
1.97% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
53,394
shares
|
$14.3 Million
6.36% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
53,392
shares
|
$14.3 Million
8.42% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
53,359
shares
|
$14.3 Million
2.15% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
53,261
shares
|
$14.2 Million
3.3% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
53,144
shares
|
$14.2 Million
3.09% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
53,133
shares
|
$14.2 Million
2.26% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
53,105
shares
|
$14.2 Million
2.88% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
53,080
shares
|
$14.2 Million
3.57% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
53,001
shares
|
$14.2 Million
5.86% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
52,991
shares
|
$14.2 Million
1.26% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
52,830
shares
|
$14.1 Million
2.28% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
52,794
shares
|
$14.1 Million
2.57% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
52,752
shares
|
$14.1 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
52,667
shares
|
$14.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
52,610
shares
|
$14.1 Million
2.62% of portfolio
|
Q4 2025
Reduced 8.68%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
52,523
shares
|
$14 Million
2.36% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
52,502
shares
|
$14 Million
9.53% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
52,406
shares
|
$14 Million
4.26% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
52,390
shares
|
$14 Million
5.3% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
52,362
shares
|
$14 Million
4.8% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
52,347
shares
|
$14 Million
11.08% of portfolio
|
Q3 2025
New holding
|
|