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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,182
shares
|
$5.4 Million
1.56% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
20,179
shares
|
$5.4 Million
3.27% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2025 Q3 2025 |
20,160
shares
|
$5.39 Million
1.06% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
20,133
shares
|
$5.38 Million
0.18% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
20,125
shares
|
$5.38 Million
3.4% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
20,118
shares
|
$5.38 Million
2.74% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
20,100
shares
|
$5.38 Million
1.7% of portfolio
|
Q3 2025
Reduced 26.02%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
20,061
shares
|
$5.37 Million
1.7% of portfolio
|
Q4 2025
Reduced 6.83%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
20,046
shares
|
$5.36 Million
1.3% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
20,041
shares
|
$5.36 Million
1.67% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
20,034
shares
|
$5.36 Million
2.51% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
20,034
shares
|
$5.36 Million
2.18% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
20,024
shares
|
$5.36 Million
1.01% of portfolio
|
Q4 2025
Added 3.48%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
20,009
shares
|
$5.35 Million
3.34% of portfolio
|
Q3 2025
Added 39.16%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
19,980
shares
|
$5.34 Million
1.79% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
19,962
shares
|
$5.34 Million
1.74% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
19,943
shares
|
$5.33 Million
2.16% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
19,927
shares
|
$5.33 Million
1.97% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
19,924
shares
|
$5.33 Million
2.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
19,921
shares
|
$5.33 Million
4.52% of portfolio
|
Q3 2025
Added 29.31%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
19,914
shares
|
$5.33 Million
1.23% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,900
shares
|
$5.32 Million
3.21% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
19,889
shares
|
$5.32 Million
2.12% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
19,887
shares
|
$5.32 Million
0.9% of portfolio
|
Q4 2025
Added 90.38%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
19,859
shares
|
$5.31 Million
3.92% of portfolio
|
Q3 2025
Added 15.75%
|
|