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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
52,343
shares
|
$14 Million
1.45% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
52,290
shares
|
$14 Million
3.94% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
52,225
shares
|
$14 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
52,092
shares
|
$13.9 Million
3.34% of portfolio
|
Q3 2023
Added 2.54%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
52,066
shares
|
$13.9 Million
4.2% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
51,994
shares
|
$13.9 Million
2.72% of portfolio
|
Q4 2022
Reduced 99.23%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
51,870
shares
|
$13.9 Million
5.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
51,861
shares
|
$13.9 Million
8.57% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
51,833
shares
|
$13.9 Million
10.74% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
51,797
shares
|
$13.9 Million
6.17% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
51,780
shares
|
$13.8 Million
5.63% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
51,733
shares
|
$13.8 Million
5.04% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
51,724
shares
|
$13.8 Million
4.66% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
51,683
shares
|
$13.8 Million
1.72% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
51,661
shares
|
$13.8 Million
5.14% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
51,649
shares
|
$13.8 Million
2.19% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
51,638
shares
|
$13.8 Million
10.82% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
51,574
shares
|
$13.8 Million
3.17% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
51,540
shares
|
$13.8 Million
2.69% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
51,500
shares
|
$13.8 Million
7.87% of portfolio
|
Q2 2022
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
51,495
shares
|
$13.8 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
51,458
shares
|
$13.8 Million
4.01% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
51,448
shares
|
$13.8 Million
5.57% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
51,414
shares
|
$13.8 Million
2.94% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
51,337
shares
|
$13.7 Million
5.08% of portfolio
|
Q4 2025
Reduced 1.2%
|
|