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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
35,477
shares
|
$9.49 Million
1.25% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
35,474
shares
|
$9.49 Million
5.42% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Nov 13, 2025 Q3 2025 |
35,467
shares
|
$9.49 Million
3.72% of portfolio
|
Q3 2025
Added 26.97%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
35,454
shares
|
$9.48 Million
4.58% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
35,453
shares
|
$9.48 Million
2.39% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
35,419
shares
|
$9.47 Million
2.7% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
35,419
shares
|
$9.47 Million
0.07% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
35,281
shares
|
$9.44 Million
6.7% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
35,269
shares
|
$9.43 Million
2.79% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
35,263
shares
|
$9.43 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
35,226
shares
|
$9.42 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35,216
shares
|
$9.42 Million
2.35% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
35,213
shares
|
$9.42 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
35,158
shares
|
$9.4 Million
1.39% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
35,149
shares
|
$9.4 Million
1.21% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
35,120
shares
|
$9.39 Million
1.94% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
35,101
shares
|
$9.39 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,088
shares
|
$9.38 Million
3.22% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,050
shares
|
$9.37 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
35,000
shares
|
$9.36 Million
0.17% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
34,977
shares
|
$9.35 Million
3.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
34,976
shares
|
$9.35 Million
2.56% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
34,963
shares
|
$9.35 Million
6.72% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
34,926
shares
|
$9.34 Million
4.66% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Eos Management, L.P.
|
Nov 03, 2025 Q3 2025 |
34,829
shares
|
$9.32 Million
3.59% of portfolio
|
Q1 2025
Reduced 33.84%
|
|