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 |
|---|---|---|---|---|---|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
17,223
shares
|
$4.61 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
17,218
shares
|
$4.61 Million
3.68% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
17,200
shares
|
$4.6 Million
3.44% of portfolio
|
Q3 2025
Reduced 76.63%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
17,166
shares
|
$4.59 Million
1.95% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
17,159
shares
|
$4.59 Million
5.61% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
17,152
shares
|
$4.59 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
17,138
shares
|
$4.58 Million
1.23% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2025 Q3 2025 |
17,134
shares
|
$4.58 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
17,119
shares
|
$4.58 Million
2.51% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
17,111
shares
|
$4.58 Million
3.07% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
17,097
shares
|
$4.57 Million
3.2% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
17,066
shares
|
$4.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
17,061
shares
|
$4.56 Million
3.03% of portfolio
|
Q4 2025
Added 6.53%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
17,058
shares
|
$4.56 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
17,055
shares
|
$4.56 Million
1.19% of portfolio
|
Q2 2025
Added 221.91%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
17,052
shares
|
$4.56 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
17,049
shares
|
$4.56 Million
4.17% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
17,025
shares
|
$4.55 Million
2.46% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
17,004
shares
|
$4.55 Million
7.38% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
17,000
shares
|
$4.55 Million
0.75% of portfolio
|
Q3 2025
Reduced 29.94%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
16,971
shares
|
$4.54 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
16,968
shares
|
$4.54 Million
0.74% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
16,960
shares
|
$4.54 Million
0.78% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,956
shares
|
$4.54 Million
0.55% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
16,950
shares
|
$4.53 Million
0.46% of portfolio
|
Q3 2025
Added 0.01%
|
|