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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
25,862
shares
|
$6.92 Million
1.43% of portfolio
|
Q4 2025
Reduced 19.04%
|
|
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
Nov 12, 2025 Q3 2025 |
25,850
shares
|
$6.91 Million
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
25,832
shares
|
$6.91 Million
4.36% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
25,830
shares
|
$6.91 Million
1.93% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
25,820
shares
|
$6.91 Million
1.16% of portfolio
|
Q4 2025
Added 11.6%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
25,807
shares
|
$6.9 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2025 Q3 2025 |
25,751
shares
|
$6.89 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
25,749
shares
|
$6.89 Million
1.15% of portfolio
|
Q3 2025
Added 383.82%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
25,748
shares
|
$6.89 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
25,734
shares
|
$6.88 Million
2.84% of portfolio
|
Q4 2024
Reduced 64.42%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,729
shares
|
$6.88 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2026 Q4 2025 |
25,699
shares
|
$6.87 Million
3.81% of portfolio
|
Q4 2025
Added 628.64%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
25,693
shares
|
$6.87 Million
1.89% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
25,674
shares
|
$6.87 Million
2.72% of portfolio
|
Q4 2023
Reduced 8.35%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
25,670
shares
|
$6.87 Million
3.98% of portfolio
|
Q4 2025
Reduced 8.52%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
25,663
shares
|
$6.86 Million
5.23% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
25,662
shares
|
$6.86 Million
1.84% of portfolio
|
Q3 2025
Added 54.84%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
25,646
shares
|
$6.86 Million
3.27% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
25,630
shares
|
$6.85 Million
0.7% of portfolio
|
Q3 2025
Added 23.63%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
25,620
shares
|
$6.85 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
25,611
shares
|
$6.85 Million
2.71% of portfolio
|
Q4 2025
Added 392.99%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
25,582
shares
|
$6.84 Million
2.16% of portfolio
|
Q1 2025
Added 42.76%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
25,563
shares
|
$6.84 Million
2.8% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
25,508
shares
|
$6.82 Million
5.33% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
25,499
shares
|
$6.82 Million
5.35% of portfolio
|
Q3 2025
Reduced 1.65%
|
|