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 |
|---|---|---|---|---|---|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,921
shares
|
$3.19 Million
0.36% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
11,912
shares
|
$3.19 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
11,899
shares
|
$3.18 Million
1.18% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
11,894
shares
|
$3.18 Million
0.71% of portfolio
|
Q3 2025
Added 72.68%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
11,885
shares
|
$3.18 Million
2.44% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
11,869
shares
|
$3.17 Million
1.79% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,868
shares
|
$3.17 Million
1.04% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
11,865
shares
|
$3.17 Million
1.94% of portfolio
|
Q4 2025
Added 2.59%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
11,856
shares
|
$3.17 Million
0.93% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
11,849
shares
|
$3.17 Million
0.67% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
11,841
shares
|
$3.17 Million
4.19% of portfolio
|
Q3 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,834
shares
|
$3.17 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
11,825
shares
|
$3.16 Million
3.05% of portfolio
|
Q3 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
11,818
shares
|
$3.16 Million
1.22% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
11,807
shares
|
$3.16 Million
2.05% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Optimas Capital LTD
Central, K3 |
Nov 05, 2025 Q3 2025 |
11,800
shares
|
$3.16 Million
1.94% of portfolio
|
Q3 2025
Reduced 82.12%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
11,792
shares
|
$3.15 Million
2.53% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
11,789
shares
|
$3.15 Million
0.94% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,785
shares
|
$3.15 Million
0.42% of portfolio
|
Q3 2025
Reduced 63.9%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
11,775
shares
|
$3.15 Million
0.95% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
11,771
shares
|
$3.15 Million
1.84% of portfolio
|
Q2 2023
Reduced 5.92%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
11,753
shares
|
$3.14 Million
0.48% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
11,748
shares
|
$3.14 Million
2.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
11,733
shares
|
$3.14 Million
1.06% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
11,727
shares
|
$3.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 23.61%
|
|