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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
27,195
shares
|
$7.27 Million
2.1% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
27,171
shares
|
$7.27 Million
1.35% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
27,168
shares
|
$7.27 Million
0.88% of portfolio
|
Q1 2024
Reduced 18.02%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
27,148
shares
|
$7.26 Million
2.13% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
27,147
shares
|
$7.26 Million
5.3% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
27,134
shares
|
$7.26 Million
2.06% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
27,124
shares
|
$7.25 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
27,114
shares
|
$7.25 Million
1.19% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
27,104
shares
|
$7.25 Million
3.38% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
27,091
shares
|
$7.25 Million
2.83% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
27,090
shares
|
$7.25 Million
3.78% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
27,074
shares
|
$7.24 Million
1.13% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
27,012
shares
|
$7.22 Million
0.64% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
26,995
shares
|
$7.22 Million
2.09% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
26,993
shares
|
$7.22 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
26,988
shares
|
$7.22 Million
6.78% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,978
shares
|
$7.22 Million
4.17% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Steadtrust LLC
Allen, TX |
Dec 02, 2025 Q3 2025 |
26,970
shares
|
$7.21 Million
4.65% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
26,968
shares
|
$7.21 Million
2.88% of portfolio
|
Q3 2025
Added 145.07%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
26,964
shares
|
$7.21 Million
2.8% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
26,962
shares
|
$7.21 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
26,928
shares
|
$7.2 Million
2.29% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
26,902
shares
|
$7.2 Million
1.71% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
26,875
shares
|
$7.19 Million
1.88% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
26,832
shares
|
$7.18 Million
2.13% of portfolio
|
Q4 2025
Added 2.44%
|
|