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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
18,894
shares
|
$5.05 Million
1.17% of portfolio
|
Q3 2025
Reduced 39.4%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
18,876
shares
|
$5.05 Million
0.85% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,856
shares
|
$5.04 Million
0.14% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
18,844
shares
|
$5.04 Million
1.14% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
180 Gps Investments Ic LTD
St Peter Port, |
Nov 13, 2025 Q3 2025 |
18,833
shares
|
$5.04 Million
2.79% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
18,828
shares
|
$5.04 Million
2.82% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
18,825
shares
|
$5.03 Million
1.59% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
18,800
shares
|
$5.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.01%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
18,799
shares
|
$5.03 Million
1.94% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
18,799
shares
|
$5.03 Million
3.92% of portfolio
|
Q4 2025
Added 31.7%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,790
shares
|
$5.03 Million
1.34% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
18,790
shares
|
$5.03 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,749
shares
|
$5.01 Million
2.07% of portfolio
|
Q4 2022
Added 2.43%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
18,728
shares
|
$5.01 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
18,714
shares
|
$5.01 Million
1.04% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
18,693
shares
|
$5 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
18,674
shares
|
$4.99 Million
3.82% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,655
shares
|
$4.99 Million
2.35% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
18,637
shares
|
$4.98 Million
1.16% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
18,597
shares
|
$4.97 Million
0.96% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
18,596
shares
|
$4.97 Million
1.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
18,566
shares
|
$4.97 Million
3.53% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,524
shares
|
$4.95 Million
5.42% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
18,485
shares
|
$4.94 Million
2.66% of portfolio
|
Q4 2024
Reduced 49.65%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,482
shares
|
$4.94 Million
3.56% of portfolio
|
Q3 2022
Reduced 0.35%
|
|