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 |
|---|---|---|---|---|---|
|
Carmel Capital Management L.L.C.
|
Nov 12, 2025 Q3 2025 |
49,542
shares
|
$13.3 Million
3.99% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,520
shares
|
$13.2 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
49,510
shares
|
$13.2 Million
2.6% of portfolio
|
Q4 2025
Added 4.6%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
49,456
shares
|
$13.2 Million
0.94% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
49,435
shares
|
$13.2 Million
5.92% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
49,427
shares
|
$13.2 Million
2.87% of portfolio
|
Q4 2025
Reduced 15.85%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
49,336
shares
|
$13.2 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
49,326
shares
|
$13.2 Million
2.14% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49,315
shares
|
$13.2 Million
2.89% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
49,281
shares
|
$13.2 Million
4.68% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
49,276
shares
|
$13.2 Million
2.19% of portfolio
|
Q2 2024
Added 46.37%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
49,252
shares
|
$13.2 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
49,245
shares
|
$13.2 Million
0.98% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
49,242
shares
|
$13.2 Million
1.13% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
49,201
shares
|
$13.2 Million
1.35% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
49,188
shares
|
$13.2 Million
1.73% of portfolio
|
Q3 2025
Added 1721.78%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
49,132
shares
|
$13.1 Million
5.99% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
49,092
shares
|
$13.1 Million
3.72% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
48,957
shares
|
$13.1 Million
14.48% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
48,946
shares
|
$13.1 Million
2.24% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
48,915
shares
|
$13.1 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
48,878
shares
|
$13.1 Million
1.58% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
48,871
shares
|
$13.1 Million
1.36% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
48,852
shares
|
$13.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
48,807
shares
|
$13.1 Million
4.19% of portfolio
|
Q3 2025
Reduced 7.57%
|
|