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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
28,484
shares
|
$7.62 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
28,466
shares
|
$7.61 Million
4.32% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
28,466
shares
|
$7.61 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
28,462
shares
|
$7.61 Million
4.05% of portfolio
|
Q4 2025
Reduced 2.59%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
28,450
shares
|
$7.61 Million
2.02% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
28,437
shares
|
$7.61 Million
2.93% of portfolio
|
Q2 2022
Reduced 53.53%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
28,428
shares
|
$7.6 Million
4.73% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
28,417
shares
|
$7.6 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
28,398
shares
|
$7.6 Million
5.41% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
28,395
shares
|
$7.59 Million
2.53% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
28,369
shares
|
$7.59 Million
4.84% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
28,338
shares
|
$7.58 Million
5.07% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
28,329
shares
|
$7.58 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
28,325
shares
|
$7.58 Million
2.49% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
28,290
shares
|
$7.57 Million
6.58% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
28,275
shares
|
$7.56 Million
2.01% of portfolio
|
Q4 2025
Added 9.01%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
28,274
shares
|
$7.56 Million
3.25% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
28,258
shares
|
$7.56 Million
2.21% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
28,252
shares
|
$7.56 Million
2.09% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
28,235
shares
|
$7.55 Million
2.46% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
28,235
shares
|
$7.55 Million
1.55% of portfolio
|
Q3 2025
Added 89.13%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
28,229
shares
|
$7.55 Million
1.57% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
28,217
shares
|
$7.55 Million
0.17% of portfolio
|
Q3 2025
Reduced 80.85%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
28,216
shares
|
$7.55 Million
4.76% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
28,211
shares
|
$7.55 Million
4.59% of portfolio
|
Q3 2025
Reduced 1.35%
|
|