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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
12,938
shares
|
$3.46 Million
0.33% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
12,931
shares
|
$3.46 Million
1.22% of portfolio
|
Q3 2025
Added 106.66%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
12,929
shares
|
$3.46 Million
0.69% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
12,928
shares
|
$3.46 Million
2.4% of portfolio
|
Q4 2025
Reduced 6.03%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
12,926
shares
|
$3.46 Million
1.24% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
12,914
shares
|
$3.45 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
12,905
shares
|
$3.45 Million
1.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
12,895
shares
|
$3.45 Million
0.47% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
12,865
shares
|
$3.44 Million
0.74% of portfolio
|
Q4 2025
Added 8.06%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 07, 2025 Q3 2025 |
12,838
shares
|
$3.43 Million
2.06% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
12,830
shares
|
$3.43 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
12,823
shares
|
$3.43 Million
2.31% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
12,798
shares
|
$3.42 Million
0.58% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
12,786
shares
|
$3.42 Million
0.72% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
12,770
shares
|
$3.42 Million
1.82% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
12,751
shares
|
$3.41 Million
1.48% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
12,750
shares
|
$3.41 Million
1.43% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,738
shares
|
$3.41 Million
2.41% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
12,730
shares
|
$3.4 Million
1.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
12,730
shares
|
$3.4 Million
1.31% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
12,719
shares
|
$3.4 Million
1.29% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
12,696
shares
|
$3.4 Million
0.79% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
12,675
shares
|
$3.39 Million
1.39% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,657
shares
|
$3.39 Million
1.44% of portfolio
|
Q4 2023
Reduced 11.62%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
12,604
shares
|
$3.37 Million
4.2% of portfolio
|
Q1 2025
Reduced 5.65%
|
|