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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
12,165
shares
|
$3.25 Million
0.46% of portfolio
|
Q4 2025
Reduced 5.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
12,164
shares
|
$3.25 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
12,162
shares
|
$3.25 Million
1.56% of portfolio
|
Q3 2025
Reduced 35.8%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,148
shares
|
$3.25 Million
0.87% of portfolio
|
Q3 2022
Reduced 43.51%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,138
shares
|
$3.25 Million
0.96% of portfolio
|
Q3 2025
Added 39.57%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,134
shares
|
$3.25 Million
6.11% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,117
shares
|
$3.24 Million
2.04% of portfolio
|
Q3 2025
Added 26.03%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
12,105
shares
|
$3.24 Million
0.1% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
12,079
shares
|
$3.23 Million
4.77% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
12,051
shares
|
$3.22 Million
2.0% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
12,046
shares
|
$3.22 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
12,035
shares
|
$3.22 Million
0.61% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
12,017
shares
|
$3.21 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,011
shares
|
$3.21 Million
0.82% of portfolio
|
Q3 2025
Added 109.4%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
12,004
shares
|
$3.21 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
12,003
shares
|
$3.21 Million
1.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
11,989
shares
|
$3.21 Million
0.49% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
11,984
shares
|
$3.21 Million
2.56% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
11,983
shares
|
$3.2 Million
1.39% of portfolio
|
Q4 2025
Reduced 7.75%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
11,981
shares
|
$3.2 Million
1.69% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
11,980
shares
|
$3.2 Million
0.73% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
11,978
shares
|
$3.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
11,957
shares
|
$3.2 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
11,938
shares
|
$3.19 Million
1.86% of portfolio
|
Q3 2025
Reduced 3.12%
|
|