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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
14,687
shares
|
$3.93 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
14,685
shares
|
$3.93 Million
1.34% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,682
shares
|
$3.93 Million
2.7% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
14,680
shares
|
$3.93 Million
1.98% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
14,669
shares
|
$3.92 Million
2.21% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
14,647
shares
|
$3.92 Million
0.53% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
14,613
shares
|
$3.91 Million
2.35% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
14,596
shares
|
$3.9 Million
5.54% of portfolio
|
Q3 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
14,555
shares
|
$3.89 Million
0.72% of portfolio
|
Q3 2025
Reduced 65.79%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
14,496
shares
|
$3.88 Million
1.42% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
14,489
shares
|
$3.88 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
14,474
shares
|
$3.87 Million
1.97% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
14,452
shares
|
$3.87 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
14,449
shares
|
$3.86 Million
0.72% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
14,427
shares
|
$3.86 Million
0.72% of portfolio
|
Q3 2025
Added 22.67%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
14,425
shares
|
$3.86 Million
3.66% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
14,423
shares
|
$3.86 Million
0.74% of portfolio
|
Q3 2025
Reduced 24.82%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
14,412
shares
|
$3.85 Million
1.58% of portfolio
|
Q4 2025
Reduced 28.74%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
14,410
shares
|
$3.85 Million
1.81% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
14,402
shares
|
$3.85 Million
3.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 16, 2026 Q4 2025 |
14,392
shares
|
$3.85 Million
1.65% of portfolio
|
Q4 2025
Added 23.29%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
14,346
shares
|
$3.84 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
14,321
shares
|
$3.83 Million
1.87% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
14,313
shares
|
$3.83 Million
1.16% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
14,304
shares
|
$3.83 Million
0.95% of portfolio
|
Q3 2025
Reduced 24.15%
|
|