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 |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
20,918
shares
|
$5.59 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
20,887
shares
|
$5.59 Million
2.84% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
20,864
shares
|
$5.58 Million
0.82% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
20,849
shares
|
$5.58 Million
3.48% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
20,845
shares
|
$5.58 Million
1.8% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
20,834
shares
|
$5.57 Million
1.96% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
20,820
shares
|
$5.57 Million
2.81% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
20,797
shares
|
$5.56 Million
4.51% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,788
shares
|
$5.56 Million
1.25% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
20,786
shares
|
$5.56 Million
1.49% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
20,781
shares
|
$5.56 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,749
shares
|
$5.55 Million
3.4% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
20,743
shares
|
$5.55 Million
2.92% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
20,740
shares
|
$5.55 Million
0.72% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
20,733
shares
|
$5.55 Million
4.79% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
20,728
shares
|
$5.54 Million
2.59% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
20,722
shares
|
$5.54 Million
0.57% of portfolio
|
Q4 2022
Reduced 2.0%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
20,722
shares
|
$5.54 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
20,716
shares
|
$5.54 Million
4.1% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
20,691
shares
|
$5.53 Million
0.53% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
20,681
shares
|
$5.53 Million
2.78% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
20,634
shares
|
$5.52 Million
4.38% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
20,604
shares
|
$5.51 Million
0.76% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
20,564
shares
|
$5.5 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
20,537
shares
|
$5.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 87.71%
|
|