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 |
|---|---|---|---|---|---|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
36,784
shares
|
$9.84 Million
5.44% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
36,774
shares
|
$9.84 Million
5.12% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
36,763
shares
|
$9.83 Million
5.82% of portfolio
|
Q3 2025
Added 44.83%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
36,711
shares
|
$9.82 Million
5.52% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
36,703
shares
|
$9.82 Million
2.24% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
36,688
shares
|
$9.81 Million
3.37% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
36,675
shares
|
$9.81 Million
3.07% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
36,648
shares
|
$9.8 Million
2.45% of portfolio
|
Q4 2025
Added 7.25%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
36,613
shares
|
$9.79 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
36,540
shares
|
$9.77 Million
0.6% of portfolio
|
Q3 2025
Added 150.07%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,506
shares
|
$9.76 Million
2.88% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
36,495
shares
|
$9.76 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
36,448
shares
|
$9.75 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
36,411
shares
|
$9.74 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
36,397
shares
|
$9.73 Million
9.7% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
36,395
shares
|
$9.73 Million
3.99% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
36,393
shares
|
$9.73 Million
4.0% of portfolio
|
Q2 2023
Added 0.26%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
36,374
shares
|
$9.73 Million
2.48% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
36,300
shares
|
$9.71 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
36,294
shares
|
$9.71 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
36,260
shares
|
$9.7 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
36,240
shares
|
$9.69 Million
6.54% of portfolio
|
Q4 2022
Reduced 4.81%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
36,222
shares
|
$9.69 Million
2.47% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,184
shares
|
$9.68 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
36,146
shares
|
$9.67 Million
6.53% of portfolio
|
Q4 2025
Reduced 0.46%
|
|