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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
40,945
shares
|
$11 Million
0.33% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
40,917
shares
|
$10.9 Million
1.71% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
40,882
shares
|
$10.9 Million
9.62% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
40,854
shares
|
$10.9 Million
3.24% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
40,761
shares
|
$10.9 Million
4.09% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
40,552
shares
|
$10.8 Million
5.3% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
40,547
shares
|
$10.8 Million
3.62% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
40,544
shares
|
$10.8 Million
5.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
40,495
shares
|
$10.8 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
40,450
shares
|
$10.8 Million
1.56% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
40,406
shares
|
$10.8 Million
6.4% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
40,395
shares
|
$10.8 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
40,352
shares
|
$10.8 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
40,205
shares
|
$10.8 Million
1.39% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
40,200
shares
|
$10.8 Million
1.57% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
40,135
shares
|
$10.7 Million
6.2% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
40,032
shares
|
$10.7 Million
2.3% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Kp Management LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$10.7 Million
3.23% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
39,945
shares
|
$10.7 Million
5.35% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
39,907
shares
|
$10.7 Million
2.26% of portfolio
|
Q3 2025
Reduced 24.61%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
39,880
shares
|
$10.7 Million
7.15% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
39,857
shares
|
$10.7 Million
3.14% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
39,852
shares
|
$10.7 Million
3.31% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
39,820
shares
|
$10.7 Million
3.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
39,795
shares
|
$10.6 Million
1.97% of portfolio
|
Q4 2025
Reduced 14.1%
|
|