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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
23,394
shares
|
$6.26 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
23,320
shares
|
$6.24 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
23,317
shares
|
$6.24 Million
2.46% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
23,307
shares
|
$6.23 Million
1.51% of portfolio
|
Q4 2025
Added 21.64%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
23,296
shares
|
$6.23 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,271
shares
|
$6.22 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,268
shares
|
$6.22 Million
2.96% of portfolio
|
Q4 2021
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
23,268
shares
|
$6.22 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
23,263
shares
|
$6.22 Million
1.4% of portfolio
|
Q3 2025
Added 82.5%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
23,258
shares
|
$6.22 Million
1.52% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
23,258
shares
|
$6.22 Million
0.66% of portfolio
|
Q3 2025
Reduced 63.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
23,256
shares
|
$6.22 Million
1.37% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
23,228
shares
|
$6.21 Million
4.13% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
23,129
shares
|
$6.19 Million
0.93% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,121
shares
|
$6.18 Million
1.86% of portfolio
|
Q3 2025
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
23,096
shares
|
$6.18 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
23,086
shares
|
$6.17 Million
1.65% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
23,061
shares
|
$6.17 Million
4.3% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
23,059
shares
|
$6.17 Million
1.47% of portfolio
|
Q4 2025
Reduced 8.09%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
23,046
shares
|
$6.16 Million
2.35% of portfolio
|
Q3 2025
Added 67.42%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
23,012
shares
|
$6.15 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
23,008
shares
|
$6.15 Million
5.26% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
22,990
shares
|
$6.15 Million
3.96% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
22,987
shares
|
$6.15 Million
4.22% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
22,986
shares
|
$6.15 Million
2.53% of portfolio
|
Q3 2025
Added 5.77%
|
|