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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
31,447
shares
|
$8.41 Million
4.15% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
31,431
shares
|
$8.41 Million
5.71% of portfolio
|
Q4 2025
Reduced 4.94%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
31,430
shares
|
$8.41 Million
1.69% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
31,392
shares
|
$8.4 Million
4.37% of portfolio
|
Q4 2025
Reduced 5.83%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
31,388
shares
|
$8.4 Million
0.98% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
31,386
shares
|
$8.39 Million
5.75% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
31,385
shares
|
$8.39 Million
0.9% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
31,384
shares
|
$8.39 Million
5.78% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
31,351
shares
|
$8.39 Million
2.94% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
31,335
shares
|
$8.38 Million
3.09% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
31,329
shares
|
$8.38 Million
3.12% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
31,322
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
31,306
shares
|
$8.37 Million
4.94% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
31,294
shares
|
$8.37 Million
2.06% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
31,291
shares
|
$8.37 Million
5.66% of portfolio
|
Q4 2025
Added 41.25%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
31,277
shares
|
$8.37 Million
2.28% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
31,269
shares
|
$8.36 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
31,243
shares
|
$8.36 Million
5.59% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
31,181
shares
|
$8.34 Million
2.29% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
31,178
shares
|
$8.34 Million
1.77% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
31,172
shares
|
$8.34 Million
3.69% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
31,128
shares
|
$8.33 Million
3.45% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
31,124
shares
|
$8.32 Million
0.36% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
31,082
shares
|
$8.31 Million
4.74% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
31,057
shares
|
$8.31 Million
3.01% of portfolio
|
Q3 2025
Added 1.82%
|
|