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 |
|---|---|---|---|---|---|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
17,849
shares
|
$4.77 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
17,840
shares
|
$4.77 Million
4.22% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
17,838
shares
|
$4.77 Million
1.54% of portfolio
|
Q4 2025
Added 16.99%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
17,837
shares
|
$4.77 Million
3.34% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
17,822
shares
|
$4.77 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
17,822
shares
|
$4.77 Million
2.93% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
17,818
shares
|
$4.77 Million
4.97% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
17,803
shares
|
$4.76 Million
1.23% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
17,797
shares
|
$4.76 Million
1.32% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
17,775
shares
|
$4.75 Million
0.72% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
17,746
shares
|
$4.75 Million
2.55% of portfolio
|
Q3 2025
Reduced 63.44%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
17,745
shares
|
$4.75 Million
1.24% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
17,720
shares
|
$4.74 Million
2.03% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
17,709
shares
|
$4.74 Million
1.66% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jan 15, 2026 Q4 2025 |
17,708
shares
|
$4.74 Million
2.77% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
17,702
shares
|
$4.73 Million
3.09% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
17,688
shares
|
$4.73 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
17,682
shares
|
$4.73 Million
3.25% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
17,672
shares
|
$4.73 Million
1.39% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
17,649
shares
|
$4.72 Million
4.9% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
17,642
shares
|
$4.72 Million
1.9% of portfolio
|
Q3 2025
Added 815.04%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
17,637
shares
|
$4.72 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,631
shares
|
$4.72 Million
1.21% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
17,606
shares
|
$4.71 Million
0.97% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
17,570
shares
|
$4.7 Million
1.07% of portfolio
|
Q3 2025
Reduced 10.96%
|
|