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 |
|---|---|---|---|---|---|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
25,030
shares
|
$6.69 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
25,018
shares
|
$6.69 Million
0.86% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
25,010
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
25,009
shares
|
$6.69 Million
2.46% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,984
shares
|
$6.68 Million
1.54% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
24,975
shares
|
$6.68 Million
2.82% of portfolio
|
Q2 2022
Added 4.27%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
24,924
shares
|
$6.67 Million
3.74% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
24,916
shares
|
$6.66 Million
0.57% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
24,894
shares
|
$6.66 Million
0.91% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
24,894
shares
|
$6.66 Million
6.27% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
24,873
shares
|
$6.65 Million
3.75% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,869
shares
|
$6.65 Million
0.7% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
24,863
shares
|
$6.65 Million
1.28% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
24,828
shares
|
$6.64 Million
4.25% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
24,813
shares
|
$6.64 Million
5.75% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
24,806
shares
|
$6.63 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
24,784
shares
|
$6.63 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
24,783
shares
|
$6.63 Million
0.35% of portfolio
|
Q3 2025
Added 237.0%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
24,773
shares
|
$6.63 Million
5.96% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
24,771
shares
|
$6.63 Million
2.74% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
24,746
shares
|
$6.62 Million
3.52% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
24,714
shares
|
$6.61 Million
2.2% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
24,659
shares
|
$6.6 Million
3.88% of portfolio
|
Q3 2025
Added 774.74%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
24,647
shares
|
$6.59 Million
4.77% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
24,596
shares
|
$6.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.56%
|
|