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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
46,157
shares
|
$12.3 Million
4.22% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
46,155
shares
|
$12.3 Million
5.07% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
46,139
shares
|
$12.3 Million
1.23% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
46,069
shares
|
$12.3 Million
3.42% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
46,060
shares
|
$12.3 Million
5.34% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
46,039
shares
|
$12.3 Million
2.61% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
46,000
shares
|
$12.3 Million
7.01% of portfolio
|
Q3 2025
Added 3438.46%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
45,986
shares
|
$12.3 Million
3.39% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
45,944
shares
|
$12.3 Million
3.63% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
45,937
shares
|
$12.3 Million
12.66% of portfolio
|
Q4 2023
Reduced 2.15%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
45,878
shares
|
$12.3 Million
2.98% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
45,869
shares
|
$12.3 Million
6.16% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
45,863
shares
|
$12.3 Million
2.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,820
shares
|
$12.3 Million
3.67% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
45,794
shares
|
$12.2 Million
4.69% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
45,715
shares
|
$12.2 Million
13.52% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
45,677
shares
|
$12.2 Million
2.73% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
45,643
shares
|
$12.2 Million
4.64% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
45,637
shares
|
$12.2 Million
3.09% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
45,601
shares
|
$12.2 Million
1.54% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
45,587
shares
|
$12.2 Million
6.08% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
45,543
shares
|
$12.2 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
45,542
shares
|
$12.2 Million
6.89% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
45,478
shares
|
$12.2 Million
1.23% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
45,448
shares
|
$12.2 Million
6.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|