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 |
|---|---|---|---|---|---|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
14,282
shares
|
$3.82 Million
2.29% of portfolio
|
Q4 2025
Added 1.94%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
14,248
shares
|
$3.81 Million
0.47% of portfolio
|
Q4 2023
Added 19.3%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
14,198
shares
|
$3.8 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
14,185
shares
|
$3.79 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
14,174
shares
|
$3.79 Million
1.86% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
14,168
shares
|
$3.79 Million
1.12% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
14,168
shares
|
$3.79 Million
1.54% of portfolio
|
Q4 2025
Added 8.01%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,159
shares
|
$3.79 Million
1.72% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
14,158
shares
|
$3.79 Million
2.82% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
14,110
shares
|
$3.77 Million
1.58% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
14,080
shares
|
$3.77 Million
0.75% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,079
shares
|
$3.77 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
14,072
shares
|
$3.76 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
14,060
shares
|
$3.76 Million
0.2% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
14,050
shares
|
$3.76 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,049
shares
|
$3.76 Million
6.54% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
14,035
shares
|
$3.75 Million
2.93% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
14,024
shares
|
$3.75 Million
2.44% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
14,019
shares
|
$3.75 Million
1.34% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
14,018
shares
|
$3.75 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
14,013
shares
|
$3.75 Million
3.17% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
14,004
shares
|
$3.75 Million
2.7% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$3.74 Million
5.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$3.74 Million
1.11% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
13,991
shares
|
$3.74 Million
1.59% of portfolio
|
Q3 2025
Added 117.39%
|
|