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 |
|---|---|---|---|---|---|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31,052
shares
|
$8.31 Million
3.26% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
31,023
shares
|
$8.3 Million
3.87% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
31,005
shares
|
$8.29 Million
3.91% of portfolio
|
Q3 2025
Reduced 32.92%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
30,984
shares
|
$8.29 Million
4.39% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
30,971
shares
|
$8.28 Million
1.33% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
30,933
shares
|
$8.27 Million
2.6% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
30,874
shares
|
$8.26 Million
6.36% of portfolio
|
Q4 2025
Added 7.02%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
30,791
shares
|
$8.24 Million
3.75% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
30,765
shares
|
$8.23 Million
1.31% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
30,749
shares
|
$8.22 Million
5.05% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
30,745
shares
|
$8.22 Million
4.29% of portfolio
|
Q3 2022
Added 132.56%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
30,745
shares
|
$8.22 Million
3.56% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
30,721
shares
|
$8.22 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
30,721
shares
|
$8.22 Million
3.5% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
30,709
shares
|
$8.21 Million
2.79% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
30,699
shares
|
$8.21 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
30,698
shares
|
$8.21 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
30,670
shares
|
$8.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
30,662
shares
|
$8.2 Million
2.66% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
30,656
shares
|
$8.2 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
30,639
shares
|
$8.19 Million
3.47% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
30,635
shares
|
$8.19 Million
1.27% of portfolio
|
Q2 2023
Added 8.71%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
30,621
shares
|
$8.19 Million
4.72% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
30,564
shares
|
$8.17 Million
3.07% of portfolio
|
Q3 2025
Added 78.12%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
30,545
shares
|
$8.17 Million
0.21% of portfolio
|
Q3 2025
Added 4.75%
|
|