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 |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
21,602
shares
|
$5.78 Million
4.45% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
21,586
shares
|
$5.77 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
21,548
shares
|
$5.76 Million
1.78% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
21,546
shares
|
$5.76 Million
1.96% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
21,520
shares
|
$5.76 Million
2.05% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
21,513
shares
|
$5.75 Million
1.3% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
21,494
shares
|
$5.75 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
21,491
shares
|
$5.75 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
21,481
shares
|
$5.75 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Sycomore Asset Management
|
Nov 21, 2025 Q3 2025 |
21,479
shares
|
$5.74 Million
0.81% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
21,473
shares
|
$5.74 Million
4.26% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
21,426
shares
|
$5.73 Million
4.24% of portfolio
|
Q4 2025
Added 8.26%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
21,389
shares
|
$5.72 Million
0.81% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
21,365
shares
|
$5.71 Million
4.11% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
21,363
shares
|
$5.71 Million
2.65% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
21,352
shares
|
$5.71 Million
1.73% of portfolio
|
Q1 2024
Added 183.41%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
21,343
shares
|
$5.71 Million
1.85% of portfolio
|
Q3 2025
Added 21.83%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
21,321
shares
|
$5.7 Million
5.27% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
21,315
shares
|
$5.7 Million
0.95% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
21,295
shares
|
$5.7 Million
3.57% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,290
shares
|
$5.69 Million
2.47% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,290
shares
|
$5.69 Million
2.37% of portfolio
|
Q2 2022
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
21,280
shares
|
$5.69 Million
3.97% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
21,271
shares
|
$5.69 Million
1.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
21,268
shares
|
$5.69 Million
0.96% of portfolio
|
Q3 2025
Reduced 5.21%
|
|