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 |
|---|---|---|---|---|---|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
33,133
shares
|
$8.86 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
33,109
shares
|
$8.86 Million
2.48% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
33,096
shares
|
$8.85 Million
0.48% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
33,092
shares
|
$8.85 Million
3.79% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
33,047
shares
|
$8.84 Million
3.77% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
33,043
shares
|
$8.84 Million
3.81% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Eulav Asset Management
|
Oct 28, 2025 Q3 2025 |
33,039
shares
|
$8.84 Million
0.2% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
33,022
shares
|
$8.83 Million
1.44% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
33,017
shares
|
$8.83 Million
1.19% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
32,968
shares
|
$8.82 Million
3.96% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
32,917
shares
|
$8.8 Million
6.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,909
shares
|
$8.8 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
32,879
shares
|
$8.79 Million
1.93% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
32,811
shares
|
$8.78 Million
5.94% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
32,804
shares
|
$8.77 Million
4.41% of portfolio
|
Q4 2022
Reduced 4.44%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
32,759
shares
|
$8.76 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
32,723
shares
|
$8.75 Million
1.48% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
32,708
shares
|
$8.75 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
32,696
shares
|
$8.74 Million
3.87% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
32,655
shares
|
$8.73 Million
3.72% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
32,650
shares
|
$8.73 Million
5.05% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
32,600
shares
|
$8.72 Million
2.63% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
32,569
shares
|
$8.71 Million
4.15% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32,531
shares
|
$8.7 Million
6.83% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
32,510
shares
|
$8.7 Million
3.23% of portfolio
|
Q4 2025
Reduced 1.31%
|
|