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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
34,809
shares
|
$9.31 Million
3.44% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
34,797
shares
|
$9.31 Million
3.88% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
34,765
shares
|
$9.3 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
34,747
shares
|
$9.29 Million
0.99% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
34,732
shares
|
$9.29 Million
5.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
34,707
shares
|
$9.28 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
34,673
shares
|
$9.27 Million
2.81% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
34,669
shares
|
$9.27 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
34,638
shares
|
$9.26 Million
3.3% of portfolio
|
Q4 2025
Added 33.78%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
34,595
shares
|
$9.25 Million
4.28% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
34,591
shares
|
$9.25 Million
2.71% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
34,553
shares
|
$9.24 Million
3.12% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
34,538
shares
|
$9.24 Million
0.84% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
34,518
shares
|
$9.23 Million
3.47% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
34,497
shares
|
$9.23 Million
4.06% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
34,456
shares
|
$9.22 Million
1.06% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
34,382
shares
|
$9.2 Million
4.01% of portfolio
|
Q3 2025
Added 88.42%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
34,362
shares
|
$9.19 Million
4.74% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
34,343
shares
|
$9.19 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
34,304
shares
|
$9.17 Million
1.6% of portfolio
|
Q4 2025
Added 3.59%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
34,299
shares
|
$9.17 Million
3.47% of portfolio
|
Q3 2025
Reduced 40.9%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
34,271
shares
|
$9.17 Million
3.71% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
34,260
shares
|
$9.16 Million
2.11% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
34,249
shares
|
$9.16 Million
1.43% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
34,227
shares
|
$9.15 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|