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 |
|---|---|---|---|---|---|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
16,946
shares
|
$4.53 Million
4.34% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
16,939
shares
|
$4.53 Million
1.23% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
16,925
shares
|
$4.53 Million
3.16% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
16,906
shares
|
$4.52 Million
2.8% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
16,890
shares
|
$4.52 Million
1.54% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
16,875
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
16,874
shares
|
$4.51 Million
0.48% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
16,870
shares
|
$4.51 Million
7.05% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
16,870
shares
|
$4.51 Million
1.72% of portfolio
|
Q2 2025
Added 45.44%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
16,860
shares
|
$4.51 Million
0.63% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
16,849
shares
|
$4.51 Million
0.64% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
16,843
shares
|
$4.5 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
16,836
shares
|
$4.5 Million
2.04% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
16,834
shares
|
$4.5 Million
1.93% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
16,830
shares
|
$4.5 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
16,826
shares
|
$4.5 Million
0.7% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
16,818
shares
|
$4.5 Million
3.79% of portfolio
|
Q3 2025
Added 311.9%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
16,816
shares
|
$4.5 Million
0.94% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
16,792
shares
|
$4.49 Million
1.99% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
16,787
shares
|
$4.49 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
16,760
shares
|
$4.48 Million
0.5% of portfolio
|
Q4 2025
Added 3.78%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
16,754
shares
|
$4.48 Million
1.83% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
16,702
shares
|
$4.47 Million
0.82% of portfolio
|
Q3 2025
Added 31.49%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
16,702
shares
|
$4.47 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
16,675
shares
|
$4.46 Million
1.08% of portfolio
|
Q3 2025
Added 0.99%
|
|