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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
47,783
shares
|
$12.8 Million
2.24% of portfolio
|
Q4 2023
Added 19.28%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
47,723
shares
|
$12.8 Million
6.2% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
47,701
shares
|
$12.8 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
47,685
shares
|
$12.8 Million
3.6% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
47,627
shares
|
$12.7 Million
2.54% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
47,622
shares
|
$12.7 Million
5.42% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
47,559
shares
|
$12.7 Million
4.48% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
47,548
shares
|
$12.7 Million
1.48% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
47,538
shares
|
$12.7 Million
9.96% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
47,538
shares
|
$12.7 Million
5.82% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
47,402
shares
|
$12.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
47,351
shares
|
$12.7 Million
8.58% of portfolio
|
Q2 2023
Reduced 11.01%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
47,310
shares
|
$12.7 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
47,297
shares
|
$12.7 Million
3.15% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
47,288
shares
|
$12.6 Million
2.63% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
47,284
shares
|
$12.6 Million
4.59% of portfolio
|
Q3 2025
Reduced 59.54%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
47,236
shares
|
$12.6 Million
6.18% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
47,229
shares
|
$12.6 Million
1.29% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
47,198
shares
|
$12.6 Million
8.34% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
47,194
shares
|
$12.6 Million
8.79% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
47,164
shares
|
$12.6 Million
5.22% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
47,154
shares
|
$12.6 Million
4.09% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
47,127
shares
|
$12.6 Million
4.1% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
47,093
shares
|
$12.6 Million
5.39% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
47,087
shares
|
$12.6 Million
4.21% of portfolio
|
Q3 2025
Added 2.96%
|
|