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 |
|---|---|---|---|---|---|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
29,947
shares
|
$8.01 Million
4.8% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
29,919
shares
|
$8 Million
0.89% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
29,879
shares
|
$7.99 Million
6.18% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
29,846
shares
|
$7.98 Million
2.18% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
29,829
shares
|
$7.98 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
29,814
shares
|
$7.97 Million
3.65% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Provident Trust CO
|
Oct 31, 2025 Q3 2025 |
29,787
shares
|
$7.97 Million
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
29,722
shares
|
$7.95 Million
1.35% of portfolio
|
Q4 2025
Added 6.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
29,721
shares
|
$7.95 Million
1.25% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
29,672
shares
|
$7.94 Million
3.47% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
29,622
shares
|
$7.92 Million
2.1% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
29,579
shares
|
$7.91 Million
1.7% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
29,486
shares
|
$7.89 Million
3.42% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
29,456
shares
|
$7.88 Million
4.94% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
29,453
shares
|
$7.88 Million
2.27% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
29,415
shares
|
$7.87 Million
2.55% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 07, 2025 Q3 2025 |
29,400
shares
|
$7.86 Million
4.73% of portfolio
|
Q2 2025
Added 19.03%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
29,392
shares
|
$7.86 Million
4.03% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,367
shares
|
$7.85 Million
4.28% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
29,367
shares
|
$7.85 Million
1.8% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
29,318
shares
|
$7.84 Million
4.31% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
29,294
shares
|
$7.83 Million
4.62% of portfolio
|
Q4 2025
Reduced 14.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
29,288
shares
|
$7.83 Million
2.04% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
29,287
shares
|
$7.83 Million
0.82% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
29,259
shares
|
$7.83 Million
3.47% of portfolio
|
Q3 2025
Added 8.04%
|
|