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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
24,184
shares
|
$6.47 Million
1.84% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
24,138
shares
|
$6.46 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
24,117
shares
|
$6.45 Million
4.75% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
24,107
shares
|
$6.45 Million
1.8% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
24,067
shares
|
$6.44 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
24,004
shares
|
$6.42 Million
3.1% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
24,003
shares
|
$6.42 Million
1.32% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
23,968
shares
|
$6.41 Million
4.56% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
23,949
shares
|
$6.41 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
23,946
shares
|
$6.4 Million
0.72% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
23,932
shares
|
$6.4 Million
1.86% of portfolio
|
Q3 2025
Reduced 38.86%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
23,927
shares
|
$6.4 Million
6.55% of portfolio
|
Q3 2023
Added 7.26%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
23,925
shares
|
$6.4 Million
3.89% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
23,923
shares
|
$6.4 Million
3.12% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
23,919
shares
|
$6.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 22.79%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
23,870
shares
|
$6.38 Million
0.31% of portfolio
|
Q3 2025
Added 55.45%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
23,799
shares
|
$6.37 Million
1.32% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
23,795
shares
|
$6.36 Million
0.93% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
23,786
shares
|
$6.36 Million
3.99% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
23,768
shares
|
$6.36 Million
1.57% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
23,764
shares
|
$6.36 Million
0.84% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
23,733
shares
|
$6.35 Million
4.57% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
23,727
shares
|
$6.35 Million
0.18% of portfolio
|
Q3 2025
Reduced 77.28%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
23,711
shares
|
$6.34 Million
1.63% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
23,708
shares
|
$6.34 Million
1.41% of portfolio
|
Q4 2025
Reduced 1.3%
|
|