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 |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
43,550
shares
|
$11.6 Million
7.68% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
43,467
shares
|
$11.6 Million
3.08% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
43,442
shares
|
$11.6 Million
5.29% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
43,439
shares
|
$11.6 Million
3.15% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
43,382
shares
|
$11.6 Million
6.05% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
43,307
shares
|
$11.6 Million
3.27% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 05, 2025 Q3 2025 |
43,280
shares
|
$11.6 Million
4.93% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
43,161
shares
|
$11.5 Million
5.14% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
43,052
shares
|
$11.5 Million
5.83% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
43,043
shares
|
$11.5 Million
5.32% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
43,036
shares
|
$11.5 Million
3.87% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
43,018
shares
|
$11.5 Million
10.78% of portfolio
|
Q4 2025
New holding
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
42,990
shares
|
$11.5 Million
0.77% of portfolio
|
Q3 2025
Added 85.18%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
42,715
shares
|
$11.4 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
42,658
shares
|
$11.4 Million
3.48% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
42,650
shares
|
$11.4 Million
2.41% of portfolio
|
Q4 2025
Added 2.97%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
42,635
shares
|
$11.4 Million
7.93% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
42,623
shares
|
$11.4 Million
8.14% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
42,620
shares
|
$11.4 Million
4.9% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
42,593
shares
|
$11.4 Million
3.34% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
42,571
shares
|
$11.4 Million
2.7% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,439
shares
|
$11.4 Million
1.23% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
42,343
shares
|
$11.3 Million
3.25% of portfolio
|
Q4 2022
Added 13.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
42,326
shares
|
$11.3 Million
2.69% of portfolio
|
Q4 2025
Added 8.7%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
42,312
shares
|
$11.3 Million
2.62% of portfolio
|
Q3 2025
Added 8.77%
|
|