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 |
|---|---|---|---|---|---|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
19,245
shares
|
$5.15 Million
3.01% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
19,238
shares
|
$5.15 Million
2.27% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
19,237
shares
|
$5.15 Million
1.33% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
19,205
shares
|
$5.14 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
19,166
shares
|
$5.13 Million
15.05% of portfolio
|
Q4 2023
Reduced 10.07%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
19,121
shares
|
$5.11 Million
3.37% of portfolio
|
Q1 2024
Added 111.94%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
19,106
shares
|
$5.11 Million
1.27% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
19,105
shares
|
$5.11 Million
2.33% of portfolio
|
Q3 2025
Reduced 52.71%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
19,086
shares
|
$5.1 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
19,074
shares
|
$5.1 Million
2.08% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
19,051
shares
|
$5.1 Million
3.41% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
19,045
shares
|
$5.09 Million
2.79% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
19,033
shares
|
$5.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
19,028
shares
|
$5.09 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
19,025
shares
|
$5.09 Million
1.26% of portfolio
|
Q3 2025
Reduced 34.17%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
19,023
shares
|
$5.09 Million
5.11% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
19,021
shares
|
$5.09 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
19,008
shares
|
$5.08 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
18,996
shares
|
$5.08 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
18,973
shares
|
$5.07 Million
1.31% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
18,967
shares
|
$5.07 Million
1.79% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
18,954
shares
|
$5.07 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
18,950
shares
|
$5.07 Million
4.65% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
18,936
shares
|
$5.06 Million
2.22% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
18,904
shares
|
$5.06 Million
1.25% of portfolio
|
Q3 2025
Added 163.51%
|
|