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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
19,530
shares
|
$5.22 Million
3.54% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
19,529
shares
|
$5.22 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
19,526
shares
|
$5.22 Million
3.09% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
19,494
shares
|
$5.21 Million
1.54% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
19,491
shares
|
$5.21 Million
1.69% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
19,467
shares
|
$5.21 Million
3.05% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
19,438
shares
|
$5.2 Million
1.96% of portfolio
|
Q4 2025
Added 14.07%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
19,427
shares
|
$5.2 Million
1.88% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
19,403
shares
|
$5.19 Million
2.84% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
19,388
shares
|
$5.19 Million
2.44% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
19,379
shares
|
$5.18 Million
4.53% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
19,378
shares
|
$5.18 Million
3.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
19,370
shares
|
$5.18 Million
2.04% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
19,345
shares
|
$5.17 Million
2.85% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
19,340
shares
|
$5.17 Million
0.79% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
19,334
shares
|
$5.17 Million
1.5% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
19,326
shares
|
$5.17 Million
2.9% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
19,325
shares
|
$5.17 Million
1.09% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
19,317
shares
|
$5.17 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
19,314
shares
|
$5.17 Million
2.06% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
19,302
shares
|
$5.16 Million
3.87% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
19,266
shares
|
$5.15 Million
2.43% of portfolio
|
Q4 2025
Added 10.95%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
19,255
shares
|
$5.15 Million
4.88% of portfolio
|
Q4 2025
New holding
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
19,249
shares
|
$5.15 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
19,249
shares
|
$5.15 Million
1.51% of portfolio
|
Q3 2025
Reduced 21.02%
|
|