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 |
|---|---|---|---|---|---|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
26,704
shares
|
$7.14 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
26,703
shares
|
$7.14 Million
4.24% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
26,702
shares
|
$7.14 Million
6.11% of portfolio
|
Q3 2022
Reduced 0.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
26,701
shares
|
$7.14 Million
0.75% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
26,685
shares
|
$7.14 Million
3.32% of portfolio
|
Q4 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
26,664
shares
|
$7.13 Million
4.21% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
26,604
shares
|
$7.12 Million
3.41% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
26,602
shares
|
$7.11 Million
4.56% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
26,585
shares
|
$7.11 Million
2.79% of portfolio
|
Q4 2025
Reduced 7.34%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
26,573
shares
|
$7.11 Million
5.5% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
26,564
shares
|
$7.1 Million
1.08% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,562
shares
|
$7.1 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,558
shares
|
$7.1 Million
5.47% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
26,536
shares
|
$7.1 Million
5.57% of portfolio
|
Q3 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
26,500
shares
|
$7.09 Million
3.27% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
26,497
shares
|
$7.09 Million
0.82% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
26,475
shares
|
$7.08 Million
3.28% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
26,452
shares
|
$7.07 Million
3.27% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
26,437
shares
|
$7.07 Million
4.79% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
26,417
shares
|
$7.07 Million
3.06% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
26,413
shares
|
$7.06 Million
0.53% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
26,403
shares
|
$7.06 Million
3.77% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
26,390
shares
|
$7.06 Million
5.95% of portfolio
|
Q3 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
26,368
shares
|
$7.05 Million
4.76% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
26,350
shares
|
$7.05 Million
1.22% of portfolio
|
Q3 2025
Reduced 7.96%
|
|