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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
24,582
shares
|
$6.57 Million
1.06% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
24,574
shares
|
$6.57 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
24,550
shares
|
$6.57 Million
1.71% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
24,544
shares
|
$6.56 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
24,539
shares
|
$6.56 Million
1.66% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
24,531
shares
|
$6.56 Million
15.49% of portfolio
|
Q3 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
24,525
shares
|
$6.56 Million
5.45% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
24,511
shares
|
$6.56 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,509
shares
|
$6.56 Million
0.65% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
24,477
shares
|
$6.55 Million
2.12% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
24,469
shares
|
$6.54 Million
5.0% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
24,456
shares
|
$6.54 Million
2.43% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
24,430
shares
|
$6.53 Million
4.5% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
24,412
shares
|
$6.53 Million
0.43% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
24,403
shares
|
$6.53 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
24,351
shares
|
$6.51 Million
4.48% of portfolio
|
Q4 2025
Reduced 34.28%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
24,328
shares
|
$6.51 Million
5.34% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
24,326
shares
|
$6.51 Million
1.94% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
24,322
shares
|
$6.51 Million
0.93% of portfolio
|
Q2 2022
Reduced 0.59%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
24,318
shares
|
$6.5 Million
0.64% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
24,301
shares
|
$6.5 Million
1.1% of portfolio
|
Q4 2025
Reduced 9.74%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
24,277
shares
|
$6.49 Million
4.57% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
24,237
shares
|
$6.48 Million
6.07% of portfolio
|
Q4 2025
Added 15.67%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
24,210
shares
|
$6.48 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Nov 12, 2025 Q3 2025 |
24,190
shares
|
$6.47 Million
0.72% of portfolio
|
Q3 2025
Reduced 74.1%
|
|