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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
12,599
shares
|
$3.37 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
12,591
shares
|
$3.37 Million
2.16% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
12,580
shares
|
$3.36 Million
2.1% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
12,570
shares
|
$3.36 Million
2.18% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
12,563
shares
|
$3.36 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
12,560
shares
|
$3.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
12,552
shares
|
$3.36 Million
2.69% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
12,544
shares
|
$3.36 Million
1.16% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
12,538
shares
|
$3.35 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
12,531
shares
|
$3.35 Million
2.12% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
12,525
shares
|
$3.35 Million
2.28% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
12,517
shares
|
$3.35 Million
1.99% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
12,515
shares
|
$3.35 Million
2.45% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
12,490
shares
|
$3.34 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
12,467
shares
|
$3.33 Million
2.54% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2025 Q3 2025 |
12,460
shares
|
$3.33 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
12,457
shares
|
$3.33 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
12,449
shares
|
$3.33 Million
2.41% of portfolio
|
Q3 2025
Reduced 61.99%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
12,427
shares
|
$3.32 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
12,424
shares
|
$3.32 Million
1.71% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
12,423
shares
|
$3.32 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,412
shares
|
$3.32 Million
1.09% of portfolio
|
Q3 2025
Added 45.17%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
12,401
shares
|
$3.32 Million
1.17% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
12,400
shares
|
$3.32 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
12,393
shares
|
$3.31 Million
2.94% of portfolio
|
Q3 2025
Reduced 0.92%
|
|