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 |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
18,465
shares
|
$4.94 Million
2.44% of portfolio
|
Q4 2025
Reduced 6.7%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
18,461
shares
|
$4.94 Million
1.7% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
18,460
shares
|
$4.94 Million
1.71% of portfolio
|
Q3 2025
Added 96.91%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,450
shares
|
$4.93 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
18,447
shares
|
$4.93 Million
2.97% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
18,432
shares
|
$4.93 Million
3.34% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
18,420
shares
|
$4.93 Million
3.56% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
18,389
shares
|
$4.92 Million
1.41% of portfolio
|
Q2 2025
Added 71.0%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
18,387
shares
|
$4.92 Million
1.54% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
18,309
shares
|
$4.9 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
18,309
shares
|
$4.9 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
18,291
shares
|
$4.89 Million
2.22% of portfolio
|
Q1 2022
Added 1.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
18,289
shares
|
$4.89 Million
2.11% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 14, 2026 Q4 2025 |
18,281
shares
|
$4.89 Million
1.01% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
18,267
shares
|
$4.89 Million
2.13% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
18,264
shares
|
$4.88 Million
1.58% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
18,256
shares
|
$4.88 Million
1.58% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
18,241
shares
|
$4.88 Million
1.75% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
18,228
shares
|
$4.88 Million
1.13% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
18,225
shares
|
$4.87 Million
2.58% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
18,191
shares
|
$4.87 Million
1.84% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
18,191
shares
|
$4.87 Million
2.49% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
18,168
shares
|
$4.86 Million
2.78% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
18,135
shares
|
$4.85 Million
1.49% of portfolio
|
Q1 2022
Added 8.51%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
18,134
shares
|
$4.85 Million
2.74% of portfolio
|
Q3 2025
Reduced 3.84%
|
|