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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
11,380
shares
|
$3.04 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
11,369
shares
|
$3.04 Million
2.17% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,365
shares
|
$3.04 Million
1.55% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,339
shares
|
$3.03 Million
1.91% of portfolio
|
Q3 2025
Reduced 52.55%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
11,331
shares
|
$3.03 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
11,291
shares
|
$3.02 Million
1.77% of portfolio
|
Q4 2025
Reduced 5.74%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
11,283
shares
|
$3.02 Million
2.28% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
11,280
shares
|
$3.02 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
11,277
shares
|
$3.02 Million
0.98% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
11,265
shares
|
$3.01 Million
2.48% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
11,260
shares
|
$3.01 Million
0.76% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
11,249
shares
|
$3.01 Million
1.68% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,245
shares
|
$3.01 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
11,242
shares
|
$3.01 Million
1.03% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
11,241
shares
|
$3.01 Million
2.06% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,223
shares
|
$3 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
11,222
shares
|
$3 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.04%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
11,215
shares
|
$3 Million
0.99% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
11,208
shares
|
$3 Million
1.07% of portfolio
|
Q4 2025
Added 9.28%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
11,205
shares
|
$3 Million
1.67% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
11,176
shares
|
$2.99 Million
1.53% of portfolio
|
Q2 2025
Added 99.71%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
11,176
shares
|
$2.99 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
11,166
shares
|
$2.99 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
11,147
shares
|
$2.98 Million
3.19% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
11,144
shares
|
$2.98 Million
1.48% of portfolio
|
Q4 2025
Reduced 0.23%
|
|