Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,592 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 |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
28,826
shares
|
$7.71 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
28,825
shares
|
$7.71 Million
4.72% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
28,817
shares
|
$7.71 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
28,810
shares
|
$7.71 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
28,807
shares
|
$7.7 Million
4.68% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
28,807
shares
|
$7.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
28,804
shares
|
$7.7 Million
3.44% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
28,788
shares
|
$7.7 Million
2.79% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
28,775
shares
|
$7.7 Million
2.79% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,774
shares
|
$7.7 Million
1.45% of portfolio
|
Q1 2023
Added 3.65%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
28,750
shares
|
$7.69 Million
6.83% of portfolio
|
Q3 2025
Added 196.27%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
28,724
shares
|
$7.68 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
28,697
shares
|
$7.68 Million
4.46% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
28,692
shares
|
$7.67 Million
3.3% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
28,675
shares
|
$7.67 Million
5.92% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
28,658
shares
|
$7.66 Million
1.59% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
28,651
shares
|
$7.66 Million
5.85% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
28,629
shares
|
$7.66 Million
5.14% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
28,593
shares
|
$7.65 Million
2.52% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
28,580
shares
|
$7.64 Million
2.74% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,553
shares
|
$7.64 Million
5.34% of portfolio
|
Q4 2024
Reduced 47.64%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
28,549
shares
|
$7.64 Million
1.51% of portfolio
|
Q3 2025
Reduced 27.49%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
28,513
shares
|
$7.63 Million
1.59% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
28,509
shares
|
$7.63 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
28,501
shares
|
$7.62 Million
3.17% of portfolio
|
Q4 2025
Reduced 0.8%
|
|