Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,584 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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
37,389
shares
|
$10 Million
5.03% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
37,338
shares
|
$9.99 Million
4.64% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
37,330
shares
|
$9.98 Million
6.14% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
37,275
shares
|
$9.97 Million
1.51% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
37,258
shares
|
$9.97 Million
7.95% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
37,224
shares
|
$9.96 Million
3.23% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
37,200
shares
|
$9.95 Million
4.9% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
37,165
shares
|
$9.94 Million
2.59% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
37,132
shares
|
$9.93 Million
2.95% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
37,123
shares
|
$9.93 Million
1.32% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
37,117
shares
|
$9.93 Million
5.08% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
37,111
shares
|
$9.93 Million
2.95% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
37,105
shares
|
$9.92 Million
3.14% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
37,094
shares
|
$9.92 Million
3.85% of portfolio
|
Q4 2023
Added 14.9%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
37,064
shares
|
$9.91 Million
0.8% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
37,060
shares
|
$9.91 Million
1.47% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
36,992
shares
|
$9.89 Million
5.3% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
36,960
shares
|
$9.89 Million
3.65% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
36,938
shares
|
$9.88 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
36,924
shares
|
$9.88 Million
3.95% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,909
shares
|
$9.87 Million
2.1% of portfolio
|
Q2 2023
Added 152.59%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
36,879
shares
|
$9.86 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
36,809
shares
|
$9.84 Million
5.45% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
36,799
shares
|
$9.84 Million
3.42% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
36,789
shares
|
$9.84 Million
4.33% of portfolio
|
Q2 2024
Added 0.01%
|
|