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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
23,681
shares
|
$6.33 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
23,674
shares
|
$6.33 Million
2.94% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
23,671
shares
|
$6.33 Million
1.63% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
23,663
shares
|
$6.33 Million
1.3% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
23,650
shares
|
$6.33 Million
3.66% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
23,627
shares
|
$6.32 Million
0.14% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
23,626
shares
|
$6.32 Million
2.58% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
23,594
shares
|
$6.31 Million
2.88% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
23,574
shares
|
$6.31 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
23,568
shares
|
$6.3 Million
3.45% of portfolio
|
Q3 2025
Added 86.23%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
23,538
shares
|
$6.3 Million
4.81% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
23,532
shares
|
$6.29 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
23,485
shares
|
$6.28 Million
1.93% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
23,475
shares
|
$6.28 Million
2.23% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
23,473
shares
|
$6.28 Million
0.9% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
23,469
shares
|
$6.28 Million
2.2% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
23,460
shares
|
$6.27 Million
1.34% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
23,459
shares
|
$6.27 Million
4.94% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
23,455
shares
|
$6.27 Million
4.99% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
23,434
shares
|
$6.27 Million
1.43% of portfolio
|
Q3 2025
Added 38.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
23,423
shares
|
$6.26 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,422
shares
|
$6.26 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
23,402
shares
|
$6.26 Million
3.68% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
23,402
shares
|
$6.26 Million
2.53% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
23,402
shares
|
$6.26 Million
0.35% of portfolio
|
Q3 2025
Reduced 30.86%
|
|