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 |
|---|---|---|---|---|---|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
26,301
shares
|
$7.03 Million
3.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
26,291
shares
|
$7.03 Million
4.74% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
26,286
shares
|
$7.03 Million
2.35% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
26,279
shares
|
$7.03 Million
2.19% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
26,256
shares
|
$7.02 Million
2.32% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
26,235
shares
|
$7.02 Million
6.74% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
26,226
shares
|
$7.01 Million
0.56% of portfolio
|
Q4 2025
Added 9.92%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
26,207
shares
|
$7.01 Million
3.33% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
26,194
shares
|
$7.01 Million
1.91% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
26,176
shares
|
$7 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
26,169
shares
|
$7 Million
1.26% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
26,168
shares
|
$7 Million
2.64% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
26,167
shares
|
$7 Million
4.8% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
26,092
shares
|
$6.98 Million
2.15% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
26,029
shares
|
$6.96 Million
2.38% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
26,020
shares
|
$6.96 Million
0.4% of portfolio
|
Q4 2022
Added 2.04%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
26,020
shares
|
$6.96 Million
4.83% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
26,019
shares
|
$6.96 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,979
shares
|
$6.95 Million
2.72% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
25,976
shares
|
$6.95 Million
1.18% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
25,973
shares
|
$6.95 Million
3.53% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
25,968
shares
|
$6.95 Million
3.47% of portfolio
|
Q3 2025
Added 38.58%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
25,963
shares
|
$6.94 Million
2.79% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
25,901
shares
|
$6.93 Million
1.94% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
25,886
shares
|
$6.92 Million
3.72% of portfolio
|
Q3 2025
Added 8.2%
|
|