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 |
|---|---|---|---|---|---|
|
Hidden Lake Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,555
shares
|
$13.5 Million
1.71% of portfolio
|
Q3 2025
New holding
|
|
|
Tlw Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
50,473
shares
|
$13.5 Million
7.18% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
50,457
shares
|
$13.5 Million
2.12% of portfolio
|
Q2 2023
Added 1.54%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
50,454
shares
|
$13.5 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50,422
shares
|
$13.5 Million
1.25% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
50,401
shares
|
$13.5 Million
1.2% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Tsai Capital Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
50,382
shares
|
$13.5 Million
10.86% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
50,356
shares
|
$13.5 Million
3.79% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
50,300
shares
|
$13.5 Million
2.73% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50,276
shares
|
$13.4 Million
3.29% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
50,135
shares
|
$13.4 Million
5.29% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
50,052
shares
|
$13.4 Million
6.81% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
50,041
shares
|
$13.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Lattice Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
50,000
shares
|
$13.4 Million
13.12% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
50,000
shares
|
$13.4 Million
4.84% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
50,000
shares
|
$13.4 Million
1.59% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
49,991
shares
|
$13.4 Million
6.39% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
49,980
shares
|
$13.4 Million
8.64% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
49,881
shares
|
$13.3 Million
4.63% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
49,776
shares
|
$13.3 Million
5.1% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
49,769
shares
|
$13.3 Million
2.35% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
49,750
shares
|
$13.3 Million
4.67% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
49,725
shares
|
$13.3 Million
1.56% of portfolio
|
Q3 2025
Reduced 31.35%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
49,665
shares
|
$13.3 Million
4.4% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
49,599
shares
|
$13.3 Million
5.95% of portfolio
|
Q4 2025
Reduced 2.26%
|
|