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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
29,253
shares
|
$7.82 Million
5.1% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
29,167
shares
|
$7.8 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
29,164
shares
|
$7.8 Million
1.71% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
29,128
shares
|
$7.79 Million
3.18% of portfolio
|
Q4 2025
Reduced 4.44%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
29,122
shares
|
$7.79 Million
1.17% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
29,090
shares
|
$7.78 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
29,058
shares
|
$7.77 Million
4.87% of portfolio
|
Q2 2022
Added 1.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
29,050
shares
|
$7.77 Million
5.45% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
29,048
shares
|
$7.77 Million
1.11% of portfolio
|
Q1 2024
Added 988.76%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
29,034
shares
|
$7.77 Million
5.46% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
29,029
shares
|
$7.76 Million
0.7% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
28,990
shares
|
$7.75 Million
1.77% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,960
shares
|
$7.75 Million
2.87% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
28,956
shares
|
$7.74 Million
1.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
28,949
shares
|
$7.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
28,932
shares
|
$7.74 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
28,927
shares
|
$7.74 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
28,918
shares
|
$7.73 Million
0.9% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
28,908
shares
|
$7.73 Million
3.13% of portfolio
|
Q4 2025
Reduced 4.46%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
28,905
shares
|
$7.73 Million
5.65% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
28,876
shares
|
$7.72 Million
6.53% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
28,869
shares
|
$7.72 Million
3.92% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
28,868
shares
|
$7.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 98.19%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
28,856
shares
|
$7.72 Million
3.61% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
28,840
shares
|
$7.71 Million
5.05% of portfolio
|
Q3 2025
Reduced 4.51%
|
|