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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
28,186
shares
|
$7.54 Million
2.03% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
28,180
shares
|
$7.54 Million
2.76% of portfolio
|
Q4 2022
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
28,176
shares
|
$7.54 Million
2.91% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
28,174
shares
|
$7.54 Million
3.98% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
28,055
shares
|
$7.5 Million
1.27% of portfolio
|
Q3 2025
Reduced 53.15%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
28,019
shares
|
$7.49 Million
4.27% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
28,013
shares
|
$7.49 Million
1.56% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
28,009
shares
|
$7.49 Million
1.46% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
27,982
shares
|
$7.48 Million
1.73% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
27,982
shares
|
$7.48 Million
3.6% of portfolio
|
Q2 2024
Reduced 60.51%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
27,890
shares
|
$7.46 Million
4.78% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
27,865
shares
|
$7.45 Million
5.44% of portfolio
|
Q2 2023
Reduced 32.69%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
27,832
shares
|
$7.44 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
27,821
shares
|
$7.44 Million
1.04% of portfolio
|
Q1 2024
Added 200.02%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
27,751
shares
|
$7.42 Million
5.24% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
27,740
shares
|
$7.42 Million
1.84% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
27,703
shares
|
$7.41 Million
2.4% of portfolio
|
Q3 2025
Reduced 37.06%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
27,684
shares
|
$7.4 Million
6.28% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
27,683
shares
|
$7.4 Million
2.86% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
27,679
shares
|
$7.4 Million
1.44% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
27,648
shares
|
$7.39 Million
3.89% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
27,629
shares
|
$7.39 Million
1.81% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
27,606
shares
|
$7.38 Million
0.69% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
27,588
shares
|
$7.38 Million
1.86% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
27,583
shares
|
$7.38 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.18%
|
|