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 |
|---|---|---|---|---|---|
|
Haven Capital Group, Inc.
Camarillo, CA |
Nov 12, 2025 Q3 2025 |
45,436
shares
|
$12.2 Million
10.3% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
45,371
shares
|
$12.1 Million
3.26% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
45,368
shares
|
$12.1 Million
4.27% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
45,368
shares
|
$12.1 Million
3.33% of portfolio
|
Q3 2025
Reduced 23.63%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
45,232
shares
|
$12.1 Million
2.67% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
45,213
shares
|
$12.1 Million
5.26% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
45,182
shares
|
$12.1 Million
5.25% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
45,176
shares
|
$12.1 Million
4.81% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Aug 04, 2025 Q2 2025 |
45,125
shares
|
$12.1 Million
7.63% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
45,121
shares
|
$12.1 Million
4.66% of portfolio
|
Q2 2022
Reduced 6.23%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
45,014
shares
|
$12 Million
5.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Clearline Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
45,000
shares
|
$12 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
44,912
shares
|
$12 Million
2.4% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
44,904
shares
|
$12 Million
1.79% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
44,755
shares
|
$12 Million
5.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
44,750
shares
|
$12 Million
3.43% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
44,738
shares
|
$12 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
44,709
shares
|
$12 Million
5.19% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
44,708
shares
|
$12 Million
2.99% of portfolio
|
Q3 2025
Reduced 52.22%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
44,705
shares
|
$12 Million
4.56% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
44,704
shares
|
$12 Million
3.18% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
44,688
shares
|
$12 Million
3.14% of portfolio
|
Q3 2025
Reduced 52.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
44,647
shares
|
$11.9 Million
3.69% of portfolio
|
Q1 2023
Reduced 6.0%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
44,640
shares
|
$11.9 Million
3.18% of portfolio
|
Q4 2023
Reduced 56.7%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
44,566
shares
|
$11.9 Million
3.05% of portfolio
|
Q3 2025
Added 18.65%
|
|