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 |
|---|---|---|---|---|---|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
19,849
shares
|
$5.31 Million
5.88% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
19,844
shares
|
$5.31 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
19,842
shares
|
$5.31 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
19,815
shares
|
$5.3 Million
2.65% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
19,804
shares
|
$5.3 Million
1.69% of portfolio
|
Q1 2024
Reduced 8.63%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
19,794
shares
|
$5.29 Million
1.02% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
19,769
shares
|
$5.29 Million
3.33% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
19,743
shares
|
$5.28 Million
3.62% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
19,741
shares
|
$5.28 Million
2.58% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
19,723
shares
|
$5.28 Million
3.34% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
19,721
shares
|
$5.27 Million
3.05% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
19,718
shares
|
$5.27 Million
1.93% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
19,717
shares
|
$5.27 Million
1.61% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
19,680
shares
|
$5.26 Million
1.16% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
19,659
shares
|
$5.26 Million
2.94% of portfolio
|
Q3 2022
Reduced 85.6%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
19,659
shares
|
$5.26 Million
1.13% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
19,622
shares
|
$5.25 Million
6.2% of portfolio
|
Q3 2025
Reduced 86.45%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
19,621
shares
|
$5.25 Million
1.19% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,581
shares
|
$5.24 Million
1.71% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
19,577
shares
|
$5.24 Million
0.57% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
19,556
shares
|
$5.23 Million
1.39% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
19,552
shares
|
$5.23 Million
1.24% of portfolio
|
Q3 2025
Added 74.66%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
19,543
shares
|
$5.23 Million
5.51% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
19,537
shares
|
$5.23 Million
2.21% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
19,533
shares
|
$5.22 Million
2.09% of portfolio
|
Q3 2025
Reduced 1.47%
|
|