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 |
|---|---|---|---|---|---|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
22,568
shares
|
$6.04 Million
1.52% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
22,545
shares
|
$6.03 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
22,489
shares
|
$6.01 Million
5.3% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
22,484
shares
|
$6.01 Million
4.07% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
22,430
shares
|
$6 Million
5.14% of portfolio
|
Q3 2023
Reduced 0.88%
|
|
|
Carmignac Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
22,394
shares
|
$5.99 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.56%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
22,357
shares
|
$5.98 Million
2.64% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
22,355
shares
|
$5.98 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
22,309
shares
|
$5.97 Million
1.45% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
22,307
shares
|
$5.97 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
22,286
shares
|
$5.96 Million
0.12% of portfolio
|
Q2 2025
Reduced 91.99%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
22,278
shares
|
$5.96 Million
1.62% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
22,276
shares
|
$5.96 Million
0.96% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
22,274
shares
|
$5.96 Million
0.66% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
22,250
shares
|
$5.95 Million
2.71% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
22,242
shares
|
$5.95 Million
3.6% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
22,240
shares
|
$5.95 Million
0.82% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
22,174
shares
|
$5.93 Million
3.66% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
22,131
shares
|
$5.92 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
22,117
shares
|
$5.92 Million
2.38% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
22,103
shares
|
$5.91 Million
2.47% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
22,089
shares
|
$5.91 Million
1.4% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
22,082
shares
|
$5.91 Million
5.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
22,076
shares
|
$5.9 Million
0.74% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,038
shares
|
$5.89 Million
0.75% of portfolio
|
Q3 2025
Added 0.1%
|
|