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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
31,987
shares
|
$8.56 Million
3.18% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31,957
shares
|
$8.55 Million
3.3% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
31,878
shares
|
$8.53 Million
1.48% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
31,847
shares
|
$8.52 Million
5.56% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
31,844
shares
|
$8.52 Million
5.2% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
31,843
shares
|
$8.52 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
31,823
shares
|
$8.51 Million
3.58% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
31,810
shares
|
$8.51 Million
1.48% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
31,777
shares
|
$8.5 Million
4.65% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
31,767
shares
|
$8.5 Million
2.68% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
31,740
shares
|
$8.49 Million
5.06% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
31,739
shares
|
$8.49 Million
0.84% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
31,734
shares
|
$8.49 Million
5.21% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
31,709
shares
|
$8.48 Million
3.17% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
31,669
shares
|
$8.47 Million
3.43% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
31,593
shares
|
$8.45 Million
6.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
31,564
shares
|
$8.44 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
31,562
shares
|
$8.44 Million
2.13% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
31,558
shares
|
$8.44 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
31,558
shares
|
$8.44 Million
1.22% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
31,533
shares
|
$8.43 Million
1.17% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
31,526
shares
|
$8.43 Million
0.61% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
31,460
shares
|
$8.41 Million
6.84% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
31,459
shares
|
$8.41 Million
3.75% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
31,448
shares
|
$8.41 Million
4.75% of portfolio
|
Q3 2025
Added 3.49%
|
|