Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,584 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 |
|---|---|---|---|---|---|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
51,335
shares
|
$13.7 Million
3.57% of portfolio
|
Q4 2025
Added 12.75%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
51,272
shares
|
$13.7 Million
3.15% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
51,262
shares
|
$13.7 Million
2.38% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
51,224
shares
|
$13.7 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Maytus Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,210
shares
|
$13.7 Million
2.99% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
51,206
shares
|
$13.7 Million
3.58% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
51,146
shares
|
$13.7 Million
10.36% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
51,040
shares
|
$13.7 Million
5.53% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
51,039
shares
|
$13.7 Million
3.08% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
51,018
shares
|
$13.6 Million
6.19% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
51,000
shares
|
$13.6 Million
4.63% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
50,997
shares
|
$13.6 Million
5.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
50,972
shares
|
$13.6 Million
6.73% of portfolio
|
Q4 2025
Added 20.76%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
50,969
shares
|
$13.6 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
50,960
shares
|
$13.6 Million
2.38% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
50,843
shares
|
$13.6 Million
0.52% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50,748
shares
|
$13.6 Million
3.6% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
50,739
shares
|
$13.6 Million
3.54% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
50,676
shares
|
$13.6 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
50,671
shares
|
$13.6 Million
4.35% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
50,660
shares
|
$13.5 Million
2.9% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
50,626
shares
|
$13.5 Million
4.66% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
50,625
shares
|
$13.5 Million
2.81% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
50,589
shares
|
$13.5 Million
3.6% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
50,580
shares
|
$13.5 Million
2.25% of portfolio
|
Q3 2024
Added 0.34%
|
|