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 |
|---|---|---|---|---|---|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
25,477
shares
|
$6.81 Million
3.88% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
25,467
shares
|
$6.81 Million
7.35% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
25,461
shares
|
$6.81 Million
3.48% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,436
shares
|
$6.8 Million
1.65% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
25,424
shares
|
$6.8 Million
4.28% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
25,418
shares
|
$6.8 Million
1.86% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
25,405
shares
|
$6.79 Million
0.72% of portfolio
|
Q2 2025
Reduced 57.9%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
25,395
shares
|
$6.79 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
25,392
shares
|
$6.79 Million
2.14% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
25,389
shares
|
$6.79 Million
2.24% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
25,371
shares
|
$6.79 Million
2.21% of portfolio
|
Q3 2025
Added 32.77%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
25,326
shares
|
$6.77 Million
2.15% of portfolio
|
Q3 2025
Added 67.44%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
25,300
shares
|
$6.77 Million
2.44% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
25,264
shares
|
$6.76 Million
1.76% of portfolio
|
Q4 2025
Added 138.14%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
25,240
shares
|
$6.75 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
25,240
shares
|
$6.75 Million
4.06% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
25,209
shares
|
$6.74 Million
1.71% of portfolio
|
Q4 2025
Reduced 12.04%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
25,175
shares
|
$6.73 Million
4.27% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
25,164
shares
|
$6.73 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
25,133
shares
|
$6.72 Million
0.92% of portfolio
|
Q4 2025
Reduced 3.84%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
25,114
shares
|
$6.72 Million
3.86% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
25,105
shares
|
$6.71 Million
1.53% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
25,104
shares
|
$6.71 Million
3.73% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
25,103
shares
|
$6.71 Million
4.19% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
25,070
shares
|
$6.71 Million
4.48% of portfolio
|
Q1 2024
Reduced 5.3%
|
|