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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
21,263
shares
|
$5.69 Million
1.64% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
21,218
shares
|
$5.67 Million
0.59% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
21,217
shares
|
$5.67 Million
1.91% of portfolio
|
Q4 2025
Added 32.18%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
21,208
shares
|
$5.67 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
21,185
shares
|
$5.67 Million
2.51% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
21,184
shares
|
$5.67 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
21,181
shares
|
$5.67 Million
3.15% of portfolio
|
Q4 2025
Added 8.28%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
21,179
shares
|
$5.66 Million
1.75% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
21,155
shares
|
$5.66 Million
0.38% of portfolio
|
Q3 2025
Added 28.04%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
21,111
shares
|
$5.65 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
21,090
shares
|
$5.64 Million
3.25% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
21,086
shares
|
$5.64 Million
7.38% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
21,084
shares
|
$5.64 Million
1.34% of portfolio
|
Q4 2025
Reduced 4.55%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
21,083
shares
|
$5.64 Million
0.33% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
21,083
shares
|
$5.64 Million
4.2% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
21,074
shares
|
$5.64 Million
2.13% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
21,056
shares
|
$5.63 Million
3.3% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
21,047
shares
|
$5.63 Million
4.85% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
21,046
shares
|
$5.63 Million
4.88% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
21,041
shares
|
$5.63 Million
3.2% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
21,016
shares
|
$5.62 Million
2.5% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
21,014
shares
|
$5.62 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
21,000
shares
|
$5.62 Million
0.67% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
20,974
shares
|
$5.61 Million
2.43% of portfolio
|
Q4 2025
Added 32.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
20,960
shares
|
$5.61 Million
0.55% of portfolio
|
Q4 2025
Added 3.05%
|
|