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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
22,026
shares
|
$5.89 Million
3.48% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 14, 2025 Q3 2025 |
22,017
shares
|
$5.89 Million
4.71% of portfolio
|
Q3 2025
Added 260.82%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
22,007
shares
|
$5.89 Million
0.87% of portfolio
|
Q3 2025
Added 157.3%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
22,001
shares
|
$5.88 Million
3.97% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
21,994
shares
|
$5.88 Million
2.39% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
21,986
shares
|
$5.88 Million
3.77% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
21,959
shares
|
$5.87 Million
1.19% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Nov 04, 2025 Q3 2025 |
21,941
shares
|
$5.87 Million
5.7% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
21,880
shares
|
$5.85 Million
1.49% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
21,875
shares
|
$5.85 Million
2.04% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
21,872
shares
|
$5.85 Million
2.41% of portfolio
|
Q3 2025
Added 1183.57%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
21,870
shares
|
$5.85 Million
2.35% of portfolio
|
Q3 2025
Added 38.86%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
21,825
shares
|
$5.84 Million
3.49% of portfolio
|
Q3 2025
Reduced 37.21%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
21,808
shares
|
$5.83 Million
1.66% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
21,774
shares
|
$5.82 Million
1.37% of portfolio
|
Q3 2025
Reduced 64.85%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
21,774
shares
|
$5.82 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
21,758
shares
|
$5.82 Million
2.75% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
21,742
shares
|
$5.82 Million
5.24% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
21,740
shares
|
$5.81 Million
2.53% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
21,740
shares
|
$5.81 Million
6.99% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
21,722
shares
|
$5.81 Million
4.39% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
21,692
shares
|
$5.8 Million
4.79% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
21,678
shares
|
$5.8 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
21,644
shares
|
$5.79 Million
2.83% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
21,607
shares
|
$5.78 Million
1.7% of portfolio
|
Q3 2025
Added 7.1%
|
|