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 |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
27,571
shares
|
$7.37 Million
3.49% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
27,499
shares
|
$7.35 Million
2.6% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
27,489
shares
|
$7.35 Million
4.74% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
27,460
shares
|
$7.34 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
27,434
shares
|
$7.34 Million
1.11% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
27,433
shares
|
$7.34 Million
5.51% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
27,426
shares
|
$7.34 Million
4.42% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
27,410
shares
|
$7.33 Million
2.55% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
27,409
shares
|
$7.33 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
27,378
shares
|
$7.32 Million
5.42% of portfolio
|
Q3 2025
Added 92.26%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
27,374
shares
|
$7.32 Million
1.0% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
27,373
shares
|
$7.32 Million
4.32% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
27,364
shares
|
$7.32 Million
4.82% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
27,352
shares
|
$7.32 Million
5.38% of portfolio
|
Q4 2025
Added 8.89%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
27,348
shares
|
$7.31 Million
1.12% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
27,346
shares
|
$7.31 Million
2.85% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
27,341
shares
|
$7.31 Million
1.11% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
27,327
shares
|
$7.31 Million
0.46% of portfolio
|
Q3 2025
Reduced 93.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
27,310
shares
|
$7.3 Million
1.74% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,305
shares
|
$7.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
27,297
shares
|
$7.3 Million
7.75% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
27,277
shares
|
$7.3 Million
0.81% of portfolio
|
Q3 2025
Added 38.87%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
27,257
shares
|
$7.29 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
27,219
shares
|
$7.28 Million
1.18% of portfolio
|
Q4 2025
Added 24.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
27,210
shares
|
$7.28 Million
3.95% of portfolio
|
Q3 2025
Reduced 5.99%
|
|